Client onboarding · TouchFlow

Share the context behind your workflow.

Onboarding opens after Checkout confirms payment for the proposal tied to your inquiry.

Payment verification required

Onboarding is locked

Use the secure Checkout link in your approved proposal email. The confirmation page will provide the inquiry-specific onboarding link.

Payment confirmation required

No onboarding fields or paid service actions are available before this inquiry’s payment is verified.

Complete payment from your proposal email, then return using the confirmation link.