Onboarding

Hello!

We're so excited to be working with you and your team. On this page you'll see a series of questions that will help us get you and your team set up on our platform. Please complete this form within 48 hours to ensure that we are able to launch by your target go-live date.

Once this has been completed, your Client Success Manager will be in touch to schedule onboarding next steps. For reference, check out this page for features included on your plan.

Please let us know if you have any questions!

—Team Smartrr