Onboarding Portal (PreBot) Master Guide

Onboarding Portal Master Guide and Links

Below is your inclusive guide to everything Onboarding Portal. Please use the listed articles in order to help you as you walk through our automated onboarding process. If you have any questions please contact your Account Manager.

-  Accessing the Onboarding Portal

- Onboarding Portal FAQ

- Adding Your Employees inside the Onboarding Portal

- Terms and Conditions

- Connect payment

- Contact info

- Tax rate

- Menus

- Bank account link

- Inserting and attaching images

- Ordering page names