Reviewing Sign-Up Forms

When a new client completes their sign-up form, you can review their responses from the Signups section or from the client's profile.

Accessing Signups

Click Signups in the sidebar to view all client sign-up submissions. The signups page shows:

• Paid Signups — clients who have completed payment
• Unpaid Signups — clients who haven't paid yet
• Completed Signups — clients who have been fully onboarded

Your dashboard also shows signup summary counts, and each count is clickable to jump to a filtered view.

Reviewing a Sign-Up Form

1. Navigate to Signups or open the client's profile
2. In the client's profile, go to the Account & Profile tab
3. The form responses are displayed in the Forms section

You'll see all the answers the client provided, including any custom fields you configured in the form builder.

Sign-Up Workflow

The typical sign-up flow for a new client:

1. You add the client with a service that has a sign-up form attached
2. The client receives a login link via email
3. They log in, set their password, and complete the sign-up form
4. They make their payment (if applicable)
5. The client appears in your Paid Signups or Unpaid Signups list

Dashboard Metrics

Your dashboard shows signup metrics at a glance:

• Paid — number of clients who have completed payment
• Completed — fully onboarded clients
• Unpaid — clients who still need to pay

Click any metric to jump to the filtered signup list.

Sending Reminders

If a client hasn't completed their signup or payment, you can send them a reminder:

1. Find the client in the signup list or client list
2. Click the Remind action from the row menu

This sends an email reminder prompting them to complete their onboarding.

Updated on: 04/03/2026