Ability to set up client on the spot or fill up consultation form with client beside
Right now I have to send a welcome email to the person to get them to set up remotely.
I want to set up the account with them sitting beside me.
64
votes
You can grab the setup link now and paste it into a new browser to set up the client on the spot.
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Teddy Skokos commented
Taking this idea a step further, I would also like for new clients to be able to setup their account, fill up their consultation form and pay for their chosen plan all at the same time from a 'Sign Up' link on the site.