Onboarding Form

First Name

Last Name

Phone *

Email *

Account Setup

Business Name *

Business Industry / Niche

Business Phone Number *

Business Email *

Business Opening Hours From *

Business Opening Hours To *

Website (If applicable)

Branded Domain

Social Media Links (If Any)

Business Information (For A2P Approval)

Business Type

Co-operative

Corporation

Limited Liability Company or Sole-Proprietorship

Partnership

Other

Other Business Type

Describe your business Industry

Business Registration ID Type

Business Registration Number

Platform Language

Business Physical Address:

Street Address

City

State

Country

Country

Postal Code

Branding

Logo (PNG/JPG/SVG):

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Brand Primary Color (HEX):

Brand Secondary Color (HEX):

Brand Font (if any):

Team To Be Added

How Many Team Members you want to add:

1

2

3

4

5

More Than 5

Name

Phone Number

Email

Admin/User

Admin/User

Name

Phone Number

Email

Admin/User

Admin/User

Name

Phone Number

Email

Admin/User

Admin/User

Name

Phone Number

Email

Admin/User

Admin/User

Name

Phone Number

Email

Admin/User

Admin/User

Name

Phone Number

Email

Admin/User

Admin/User

Calenders

Calendar Name

Meeting Duration

Buffer Time Between Meetings

Assigned User(s)

Calender Type

Personal Booking

Round Robin

Class Booking

Collective Booking

Event Calendar

Service Booking

Booking Rule

Minimum Notice Before Booking

Max Appointments Per Day (per user)

Forms

Would you like us to create a form to automatically collect leads for you?

Yes

No

What should this form be used for?

General inquiries

Booking appointments

Requesting a quote

Service application

Event/Webinar registration

Not sure – suggest best option

Suggest best option for Form

What should happen after someone submits the form?

Redirect to Thank You page

Show confirmation message

Automatically send WhatsApp reply

Automatically send Email reply

Notify sales team

Book appointment automatically

Not sure – suggest best

Suggest

Domain / Hosting

Which domain provider you're using:

Hostinger

Go Daddy

Namechamp

Bluehost

Squarespace

Cloudflare

Shopify Domain

Other

Other Domain Provider

User name/Email

Password

Pipeline/Opportunities

Pipeline Names

Do you want to track leads in Stages?

Yes

No

Please list the stages your leads go through from first contact to final sale.

If you have document file of content of Pipeline/Opportunities, Share Drive/Link (Optional)

AI Integration

Please Select

Yes

No

Which Type of AI Integration do you want

Conversational AI

AI Voice Agents

Site / Website Navigation

Do you have any pre build website

Yes

No

Website URL

Email/User Name

Password

What type of website do you want to create?

Full Website

Single Page / Landing Page

Don't want to create website

Do you have any reference Website

Yes

No

Reference Website URL

How many pages do you want in your website?

Share the Drive/Link for Content of your website ( If Available)

Payments

Payment Method

Stripe

Paypal

Authorize.net

How do you want to share payment method access

By Login Access

On Meeting

Email / User Name

Password

AGYAA