Sort the incorporation by pages
Welcome, information and contract can be part of the initial tour. Each step has content and a function: guide, collect information or complete what is necessary to get started.
Operations / onboarding and contracts
Make a great first impression, from day one.
Before entering your portal, your new client goes through your welcome process: they meet you, give you the information you need and accept the contract.
Visual representation of Student Portal.
Welcome and acceptance
The first steps, in order
The welcome collects information and presents the contract before the portal.
WelcomeDataContract＋
Your first page
Title
Welcome to Impulsa Program⌄
Content
Tell us your starting point.⌄
Next step
Complete your details⌄
This is how the route is connected.
- 01Welcome
- 02Data
- 03Portal
Prepare before giving access
Review the texts and fields that you request from the client. A clear process reduces repeated questions and leaves the team with the context necessary to launch the service.
Welcome and acceptance · how it works
A clear path through onboarding.
Prevents the client from having to search for instructions in multiple messages. Organize the welcome, the collection of information and the acceptance of documentation on a tour.
Welcome
Presents the program and the first steps with the content or video that the client needs to locate themselves.
Collect the information
Includes the onboarding form and PDF for you to review. The acceptance records name, document and date.
Complete the entry
Take the customer to the final page with the next step. This acceptance flow is not equivalent to an advanced electronic signature.
Welcome and acceptance · scope
Onboarding and contracts
in detail.
Process pages
- Welcome, form, contract and final page.
- Video or form embedded in each step.
Contract
- You upload your contract in PDF.
- The client accepts it by indicating his name, his document and the date, which are stamped on a copy of the PDF.
With your style
- Background, fonts, colors and own effects, with preview.
Available in
Starter, Essential and Pro.
View plans Starter, Essential and Pro.
Keep exploring.
Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.