Client Onboarding
Note: This plugin requires Sweep&Go Core plugin and you must have Sweep&Go POOfessional subscription plan to keep visitors on your website.
Installation:
- Install and Activate the Sweep&Go Core Plugin
- Navigate to WP Admin → Sweep&Go Core → Add-ons and install the Client Onboarding addon.
The Sweep&Go Client Onboarding Plugin is a powerful tool designed to streamline the client registration process directly from your WordPress website. By integrating a customizable sign-up form, this addon ensures a seamless experience for clients to register and connect with your Sweep&Go account. With intuitive setup and flexible customization options, you can create a registration process tailored to your brand and business needs.
Key Features
1. Customizable Sign-Up Form
- Effortlessly add a sleek, user-friendly form to your WordPress site.
- Personalize form fields, styling, and layout to match your brand's identity.
- Adapt the form to collect the specific information you need from clients.
2. Seamless Integration with Sweep&Go
- Automatically sync client registrations to your Sweep&Go account.
- Eliminate the need for manual data entry, saving time and reducing errors.
- Ensure a consistent and professional onboarding process for all clients.
3. Intuitive Setup
- Quick and straightforward configuration through the WordPress dashboard.
- No coding required – perfect for users of all technical skill levels.
- Advanced settings available for power users to fine-tune the onboarding process.
4. Enhanced User Experience
- Simplify client onboarding with a form that's easy to navigate and complete.
- Ensure a seamless flow from registration to integration with Sweep&Go.
- Build trust with clients through a polished and professional process.
Change log
- Fixed margin issue on zip code popup
- Implemented Partial Submission webhook
$0.00 annually
Version:
1.0.7
Last updated:
Jan 12, 2025
Requires:
6.0
Tested:
6.7