Pre-Onboarding Form | Internal Version

Onboarding: Intake Form

Please Fill Out This Information PRIOR To Your Onboarding Call.

First Name *

Last Name *

Phone *

Your Time Zone *

Tech Information

Do you have access to your site builder? (if no, you will need access to it) *

Yes, I have access

No, I don't have access

I do not have a website

Your Website URL

Where is your site built?

Where is your domain hosted? You'll need login access if you already own a domain name (yourcompany.com).

Business Information

Business Name *

Business Email *

Business Phone Number *

Business Address (Full Address) *

Hours of Operation

Additional Hours of Operation

Business Registration Number

Upload Your Business Registration Documents *

Provide valid Business Registration Documents. Providing an invalid document will result in immediate rejection during compliance registration.

(i.e. SS-4, CP 575, 147c, or IRS administered document)

Upload Your Business Logo

Upload as many versions as you have. Transparent background is recommended.

Upload A Profile Picture

Upload as many versions as you have. Transparent background is recommended.

(Use a human, employee, or the image of the owner for branding)

Social Media URLs

Business Facebook URL

Business Instagram URL

Business Twitter/X URL

Business LinkedIn URL

Business YouTube Channel URL

Yelp Review Request URL

Software Setup

Where would you like to receive internal SMS notifications? *

Where would you like to receive internal email notifications? *

Which email address would you like to send marketing emails from? *