Client Account Setup Overview

Congratulations on your new client acquisition! The next step is to get your new client up and running successfully on

With a little prior preparation, setup will be a breeze. This overview will help you get ready so you can provide an outstanding experience for your client.

The overview covers:

Step 1: Add a client to your Console
Step 2: Complete the startup checklist
Step 3: Customize preferences for your client!


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