Once your checklists are built with tasks and links, you can assign them to clients and prospects. When assigned, your client or prospect will automatically be prompted to submit the items on their onboarding checklist for your approval.

To assign a checklist to a prospect, click on Clients > Clients/Prospects Tab > Select Checklist > Select and Save. Your client or prospect is now ready to get started with the onboarding process!

You can also assign a checklist directly from their Profile > Onboarding tab.

Once your checklists are assigned, you will be able to go in and edit task titles, links, and descriptions specific to individual clients, such as linking to their HelloSign contract or other specialized compliance items. To do this, go to your client/prospect's Onboarding tab and use the pencil icon to edit their personalized links or steps.

Once your client or prospect completes an action, they will mark it as "Completed". You will then receive a notification of the completed action to 'Review and Approve.' Click on 'Pending Approval' to mark the action as complete.

You can hover over any task to manually mark an item as "Completed".

Your client/ prospect will need to complete their tasks in order. However, if they've submitted a task to you, they can move onto the next one - they don't need to wait for you to approve that one first. This way, they can move quickly through their steps and nobody is waiting on anybody else.

Both you and your client or prospect will be able to track onboarding progress. In addition to viewing the list of completed actions in the checklist, both you and them will see a progress bar with percent completion of the actions. By tracking progress, both of you will have visibility into where the process of completion stands as they work through their assigned tasks.

To keep the onboarding process moving, automatic notifications will be sent to clients/prospects when:

To customize your notification settings, go to Kitchen Settings > General > Client Notifications, or click "Change Notification Settings".

In addition to you being notified any time a task is submitted by client or prospect, you will also receive a notification anytime a Food Corridor task is automatically checked off, including when they add a payment method and adding all their required documents.

While the goal is for the prospect is to complete all steps on their checklist before you approve them as a client, you can choose to approve them at any point. To do this, click "Approve Client". After you save the settings, the prospect will be moved from the Prospect tab to the Client tab. In their profile, the checklist will be moved from a standalone Onboarding tab to a more scaled down version in the General tab. This way, if there are still a few final items to check off, you can still do so. All the notifications will continue to send, and the client will still have access to their checklist to complete their final tasks.