Client onboarding
Virtual Front Desk Assistant Client Onboarding
Each client who subscribes to a VFDA demo gets their own private copy of the onboarding questionnaire. Onboarding forms are not public — you'll receive your link directly from your VFDA representative.
You add the client
Create a record for each new demo subscriber and get a private onboarding link instantly.
They fill out their copy
The link opens a blank onboarding questionnaire that saves as they go and can be finished later.
You keep the completed copy
Each submission is stored against that client, viewable and printable as a PDF whenever you need it.
Are you on the VFDA team?
Sign in to add clients, copy their onboarding links, and review completed forms.