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How to generate an 'Individual' onboarding link

Here we will show you a step-by-step process on how to generate an onboarding link for an individual!

Step 1: Click on 'Onboard a Client' on your nav bar on the left-hand side

Step 2: Enter your client's name

Step 3: Choose 'Individual'

Step 4: Enter your client's email address. This is where the onboarding link will go so please ensure it's correct! And remember, it may go to their junk.

Step 5: Double-check the details you have entered, and send the link when you're happy!

And you're done 🎉

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