Onboarding and clients

Onboarding and fulfillment

Select Onboarding & fulfillment in the sidebar to see every client by stage. The summary shows Active clients, In onboarding, Needs setup, Due or late, and Overdue actions.

• Select Work the most overdue to start with the client who has waited longest.
• Filter by search, stage, owner, or due date. Select Clear filters to see everyone again.
• Move a client to the next stage when its step is done, and keep every next action owned and dated.

Clients

Select Clients in the sidebar, then choose ROI reporting or Payments.

ROI reporting opens client portals, with the tabs Needs attention, Profiles, Alerts, Access, and Alert settings. Review the client and access level before you invite someone or change a portal.

Payments

On Payments, authorized people can select Charge card or Record payment for a client’s outstanding balance. Card details are typed on the payment provider’s secure page; Miosbot Teams keeps only the last four digits.

Important: Financial actions need review. Verify the client, amount, and authorization before a charge or refund. Don’t test consequential actions with a real client account.