Registration on complete choices

Public signup can mean instant portal access—or a queue for your sales team to vet first.

Why we built it

Facilities differ on when a prospect becomes a full customer. On complete in Settings → Customer onboarding is now an explicit choice between two cards:

Email and start onboarding — sends the welcome email with a sign-in link, sets the relationship as customer, and enables customer portal access so they can finish your configured onboarding steps.
Save as a lead — creates the contact (and submitted vehicle data) for review in Contacts without auto-inviting them to the portal. Staff follow up and send a portal invite when ready.

Either way, your team gets the usual registration notification so nothing lands silently.

Who it is for

High-touch storage teams that qualify every inquiry before portal access.
Facilities with a self-serve signup link who want immediate onboarding after submit.
Admins pairing this with Review and approve registration requests workflows.

What you can do

Select Email and start onboarding when welcome email + first-login steps should run automatically (default-friendly for self-serve signup).
Select Save as a lead when new records should stay in lead stage until staff promotes them.
Switch modes anytime; only new submissions follow the current selection.
Combine with form cards and optional address on signup to tune what you collect before either path runs.

Public registration confirmation after submit — What the prospect sees after submit depends on your form cards; what happens next depends on On complete.

How it fits your day

Run a marketing campaign with Save as a lead, call each prospect, then invite the fits from Contacts. Flip to Email and start onboarding for an open-house weekend when you want zero manual gatekeeping. Returning registrants who already have portal access keep their access when saved as a lead.