Short answer. Flotick client onboarding is the path from a won lead to a client who can open a welcome document, review shared documents, and see their project in the portal.
A practical sequence
Convert the lead. Confirm email and mobile on the client. Create a welcome document and the quotation or contract you need. Share the commercial documents. Invite the portal email. Create a project linked to the client when delivery should start, or leave the project unlinked until the scope is real.
Documents you can send
The documents area covers quotations, contracts, handoff notes, and welcome documents. Quotations can be accepted and contracts signed through the share link. Welcome documents stay inside the portal rather than on a public token. Payment schedules on a document must add up to the total before a share link is created.
What onboarding does not automate
There is no WhatsApp bot, e-sign vendor marketplace, or checklist product that messages the client on your behalf. Onboarding is the record and the portal, which your team still operates.
