The struggle to handle New Client Onboarding Checklist can consume your time and effort and overwhelm you. But no more - DocHub is here to take the effort out of modifying and completing your papers. You can forget about spending hours adjusting, signing, and organizing paperwork and stressing about data security. Our solution provides industry-leading data protection measures, so you don’t have to think twice about trusting us with your sensitive data.
DocHub works with various file formats and is accessible across multiple systems.
whats going on everybody haseeb here and welcome to another high level video in this video we are onboarding a real client so the client we are working for is a Solar Company owner basically we are going to create a high level account for him using our own snapshot and lets see how it goes so for that Im in my go high level agency account now I have to go to sub accounts ad sub account so this is the first step of onboarding our client into high level basically we are just starting to create the high level account for our client now we are going to select a blank snapshot Im gonna the snapshot later right now Im just focused on creating the account so we are going to create account manually Lets uh give it all the details so this is going to be the clients information where this is going to be the clients company information Im gonna quickly fill this up so I have given all the information here now lets hit save there we go the account has been created now lets go to the ac