Send Onboarding Invite
Configure the client's package — they'll only see steps you enable.
Website Build
Website intake form + design preferences
Meta Business Access
Leadsie Meta profile connection
A2P Registration
SMS campaign compliance form
EIN Document Upload
IRS EIN letter or SS-4 confirmation
Clients
| Client | Package | Status | Progress | Last Activity | |
|---|---|---|---|---|---|
Sarah Martinez sarah@glowmedspa.com |
Full | Complete | 2 min ago | ||
James Thompson james@aestheticmd.com |
Website + Meta | In Progress | 18 min ago | ||
Maria Gonzalez maria@renewskin.com |
A2P Only | Link Opened | 1 hr ago |