Onboarding forms
The link a new client opens. One card at a time, previewed exactly as they see it.
2phone / WhatsApp
3consent
4LinkedIn connect
The button opens a connect link minted for this one client, from their own onboarding link. Nothing to paste, and no two clients share it. Required means they cannot move on until LinkedIn is connected.
5confirmationthe form is submitted here
booking link behind the button
One address for the whole team, used by every onboarding link. Google appointments, Calendly, anything.