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Customer onboarding is the path a new customer follows when they join your facility online. This guide covers two related settings on Settings > Customer onboarding:
  1. Online registration form — what strangers fill out on your public signup page before they have an account.
  2. Customer app onboarding — what happens after they sign in for the first time (welcome screen, payment, contracts, document uploads, and more).
When onboarding is set up well, customers finish paperwork without repeated phone calls, and your team sees complete records from day one.

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What you will accomplish

  • Turn your public registration form Off or On.
  • Choose which Form cards to ask, and in what order.
  • Turn customer app onboarding on or off and pick which steps run after sign-in.
  • Test the full flow with a safe test email before sharing your public link.

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Before you start

Registration vs in-app onboardingOnline registration form = one public web form for brand-new customers (name, vehicle, payment, and more).Customer app onboarding = guided steps inside the signed-in customer app (welcome, contracts, push notifications, and more).Many facilities use both. Some use only in-app onboarding for customers staff invite manually.

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Open Customer onboarding settings

1

Open Settings

From the Dashboard, click Settings in the main sidebar.
2

Choose Customer onboarding

Click Customer onboarding in the settings list — or search registration in Search settings….Direct link: Settings > Customer onboarding.
Expected result: The page title is Customer onboarding. You see Online registration form at the top with Off and On cards.
Customer onboarding settings with Online registration form set to On, plus Form cards for Your Information and Vehicle Information
Pick On only when you are ready for strangers to register online. Open public form appears on the On card so you can preview the live page. Form cards sit under the Off / On choice.

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Part 1: Set up the online registration form

Use this when new customers should sign up from a link on your website or facility page.
1

Choose Off or On

At the top of Online registration form, tap Off or On.
  • Off — Hide the public signup form.
  • On — Accept new registrations on your website.
Leave it Off until your questions, payment rules, and approval process are ready.When On is selected, you may also see Open public form. Use that to preview the live page.
2

Review each form card

Under Form cards, each row is one section of the public form. Common cards include:
  • Your Information — name, email, phone, address. Use the Address required switch on the card to decide whether customers must enter a full address (on by default).
  • Vehicle Information — VIN, plate, or year / make / model
  • Drop-off Details — preferred date and notes
  • Payment — card on file or product checkout (requires billing setup)
  • Documents — insurance, registration, and other uploads
  • Custom Questions — your own text or choice questions
Use the check mark on each card to include or hide it. Names save when you leave the field.
3

Drag cards into a sensible order

Grab the handle on the left side of a row and drag it up or down.Put Your Information first. Put Vehicle Information before Payment if price depends on the car.Why this matters: Customers abandon long forms when questions feel random. A natural order feels like a conversation.
4

Open a card to set extra choices

Click a card to set details such as:
  • Which document types are required
  • Which product or plan appears on Payment
  • How customers enter vehicle details
  • Custom questions
Expected result: Each card matches what your team actually needs before approving a new customer.
Common registration orderMany facilities use: Your Information → Vehicle Information → Drop-off Details → Documents → Payment. Put payment last when price depends on the vehicle or plan the customer chose.
Test before you advertise the linkSubmit a test registration with an internal email address (not a real customer’s email). Then review the request in Review and approve registration requests.

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Part 2: Set up customer app onboarding

Use this when customers who sign in to the portal should complete guided steps (contracts, uploads, payment, and more).
1

Scroll to Customer app onboarding

Find Customer app onboarding below the registration form.
2

Turn onboarding on or off

Use the main switch to enable or disable the in-app onboarding flow.When off, customers go straight to the customer app home screen after sign-in.
3

Review each onboarding step

Each row is one screen customers may see. Examples include:
  • Welcome — greeting with your branding
  • Profile — confirm contact details
  • Cars — add vehicles to the account
  • Contract Signing — sign required agreements
  • Document Upload — upload insurance or registration
  • Payment — add a card or buy a plan
  • Push Notifications — optional alerts on their phone
  • Mobile App Install — help them save the portal to their home screen
Turn off any step your team handles manually or does not need yet.
4

Drag steps into the right order

Drag rows by the handle on the left.Put Cars before Contract Signing when your agreement uses vehicle fields (year, make, model, VIN).Expected result: The step list matches the order you would explain to a customer on the phone.

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Configure contract, payment, and document steps

1

Turn on Contract Signing

In Customer app onboarding, find the Contract Signing row and turn it on.Click Configure and turn on each agreement customers must sign (for example, Car Storage Agreement).Only active templates from Settings > Contracts & Documents appear here.
2

Turn on Document Upload (if needed)

Enable Document Upload and click Configure.Choose which document types customers must upload (for example, Insurance and Vehicle Registration).Document types must exist and have Customer Access turned on in Configure document requirements.
3

Turn on Payment (if needed)

Enable Payment only after Connect payment processing is complete.Click Configure to choose whether customers add a card on file or purchase a specific product or plan.Why this matters: Turning payment on before payments are connected causes failed signups and support calls.
Need more detail on contracts?For a contract-focused walkthrough, read Attach contracts to customer workflows.

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Test the full customer journey

1

Use a test email address

Pick an email your team controls (not a real customer’s inbox).
2

Run the public registration test (if On)

Open your Registration link from Settings > Website & customer app and submit the form.Approve or review the request following Review and approve registration requests.
3

Sign in as the test customer

Open the Customer login link and sign in with your test email.
4

Walk through every enabled onboarding step

Complete each screen the way a real customer would.Expected result: After onboarding, the customer lands on the customer app home screen with cars, documents, or billing visible as configured.
5

Check the customer record on your dashboard

Open Contacts, find the test customer, and confirm signed contracts and uploads appear under Documents & Contracts.

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What success looks like

  • Public registration (if On) asks only the questions your team needs.
  • New portal customers complete contracts and uploads without staff re-sending links.
  • Step order matches real-world work (vehicles before vehicle contracts, payment after billing is ready).
  • Your team tested the flow with an internal email before sharing public links.

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Troubleshooting

Contract Signing does not appear in the step listCreate at least one active contract template in Settings > Contracts & Documents. Inactive or incomplete templates may not be available to select.
Payment step is grayed out or failsFinish Connect payment processing first. Payments must show as connected before customers can pay during onboarding.
Customers signed but car fields are blank on the contractMove the Cars step above Contract Signing in Customer app onboarding. Customers need a vehicle on their account before vehicle fields can fill in.
Document types do not appear in ConfigureOpen Configure document requirements and confirm each type is Active with Customer Access enabled.

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What to do next