During the onboarding process, you will submit your program information and your Client Success Team will review and confirm your submission details. In the meantime, you can access your account and begin making any updates, including setting up or adjusting branding, notifications, tags, and reviews. More customizable features can be found in the infographic below.
If using our registration feature, you can also set up ACH information during this step. If not using our registration feature, you can use this time to prepare your first import and send it to your Client Success Team to review.