Cut the back-and-forth. Get clients onboarded faster.
Client onboarding that actually works
Send clients a branded portal to collect brand assets, secure domain and platform access, and get service agreements signed — without chasing a single email.
500+ agencies already onboarding smarter
Peak & Co. Creative
SEO & Paid Social
Provide your hosting login
Enter your control panel credentials so we can deploy your site. Stored securely — only your assigned team can view them.
Username
Password
Completed
Features
Everything a website onboarding workflow needs
Reusable templates
Build onboarding flows once with drag-and-drop steps. Reuse them across every new client with one click.
No-login client portal
Each client gets a unique link. No account creation, no friction — they open it and complete their steps immediately.
Credential & access collection
Clients securely submit login credentials, API keys, and access details for hosting, WordPress, Google Analytics, and other platforms — stored encrypted against the client record.
Asset & document collection
Collect logos, colour schemes, brand guidelines, signed contracts, and hosting credentials via a structured digital form. Everything stored against the client record.
Tasks & progress tracking
See exactly where each client sits in their onboarding. Assign internal tasks and get notified on completion.
Team access control
Owners, admins, and members each get the right level of access. Assign team members to specific clients.
How it works
Up and running in minutes
Build your onboarding workflow
Define the steps your clients need to complete — asset collection forms, hosting and platform access, and service agreement sign-offs. Save once and reuse for every new client.
Send the portal link
Add the client, attach the template, and send a unique portal URL. Clients open it in any browser — no account needed.
Collect everything you need
Watch the dashboard update in real time as clients upload brand assets, grant platform access, and sign off agreements — ready for launch.
Integrations
Secure access to every platform your project needs
Clients authorise access to their marketing and analytics platforms in seconds — no API keys, no manual credential sharing.
Testimonials
Trusted by 500+ digital agencies
Agencies across the UK use Onboard to cut onboarding time in half.
“We used to spend days chasing clients for logos, passwords, and Google access. Now they complete the portal in under an hour.”
Sarah K.
Head of Digital, Bright Digital
“Clients now submit hosting credentials and API keys through the portal in minutes. No more chasing logins over email — everything lands securely in one place.”
Marcus T.
Founder, Traction Agency
“We send the portal link right after the proposal signs. By the time the kickoff call happens, every account and credential is already waiting for us.”
Priya M.
Operations Director, Pulse Creative
Pricing
Simple, transparent pricing
Start with a 30-day free trial — full access, no credit card required. Subscribe when you are ready.
Free Trial
Full access to every feature. No credit card required.
- Unlimited clients
- Unlimited team members
- 10 GB storage
- All integrations
- Custom branding
- API access
Starter
For small agencies managing up to 10 clients.
- 10 clients
- 3 team members
- 10 GB storage
- Client portal
- All integrations
- File collection
Growth
For growing agencies with more clients and team members.
- 50 clients
- 10 team members
- 50 GB storage
- Custom branding
- All integrations
- Priority support
Agency
Unlimited clients and full features for established agencies.
- Unlimited clients
- Unlimited team members
- 200 GB storage
- API access
- Custom branding
- Priority support
Do clients need to create an account?
No signup is required to get started — each client receives a unique link and can complete their steps immediately in any browser. They can also set up a login to access every one of their onboardings with your agency from a single dashboard.
What happens when my free trial ends?
Your trial runs for 30 days with full access to every feature. When it ends, you choose a paid plan to continue. There is no permanent free tier — if you do not subscribe, your account is paused until you do.
Is the client portal white-labelled?
Yes, on paid plans you can replace Onboard branding with your own logo so clients see your agency brand throughout the portal.
How are credentials stored?
Credentials submitted through the portal are encrypted and stored in an isolated vault. They are never logged or exposed in plain text. Access is restricted to members of your organisation.
Can clients ask questions in the portal?
Yes — every onboarding includes a built-in messaging thread. Clients can chat with your team and attach images or files up to 1 MB each, so reference shots, screenshots and documents stay in context instead of getting lost in email.
Can I reuse a template for multiple clients?
Yes — that is the entire point of templates. Build your onboarding flow once and apply it to every new client with a single click. Each client gets their own isolated portal.
What happens when a client finishes their onboarding?
Your dashboard updates in real time as each step is completed. Once all steps are done, the request is marked as complete and all collected data — credentials, files, signed documents — is available in the client record.
Ready to fix your
onboarding?
Join 500+ agencies who have replaced email threads and spreadsheets with Onboard.