Customer Onboarding Plan Template

Hi Team,

This is a short guide highlighting some key 'getting started' resources.

As we move forward with onboarding, this page will continue to get built out.

If you have any questions, please let me know! You can also always reach our support team using the "?" icon in the bottom right corner of your account.

Best wishes

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Below is a summary of our onboarding journey and video recordings of our training sessions.

Your Team's Tools for Admins

Account Setup - Getting Started

Have questions? Schedule a chat below with us

If you need help with your account during your training period, reach out to me at