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Onboarding your clients
Onboarding your clients

Find out how Logixboard helps your clients to use the platform

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Written by Logixboard CSM Team
Updated over a week ago

To help your customers get up and running as quickly as possible in the system there are a couple of ways we communicate with them directly. All emails and messages are white-labelled with your branding.

Emails

  1. Account invite when you add a new user to the system they will be asked to activate their account.

  2. If they don't activate their account, they will receive email reminders.

  3. Email notifications and alerts. Clients can choose which email notifications they would like to receive under the settings menu.

  4. NPS score?.

Platform tutorials

When users first log in they will see in-app platform walk-throughs explaining basic functionality.

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