Client Intake
This article outlines how to complete the client intake process in Pavillio, from creating a new Client record through onboarding. You'll learn how to enter required information, upload documents, and finalize the intake.
To create a Client:
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Go to Clients > Incoming Clients.
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Click the + New Client button.
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On the following page, complete as much information as possible. Some fields are mandatory. The email address must be unique to the individual. Click Finish.
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A contact record has been created. It can be found and updated under Administration > Manage Contacts.
To complete the onboarding process:
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Go to Clients > Incoming Clients.
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Click on the Client record.
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Verify the Client information to ensure you have the correct record.
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Complete the information in each of the 5 tabs. Click the button on the lower right to move to the next tab.
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Documents can be uploaded at any point in the process by clicking on the Documents tab.
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On the final page, click the Onboard Client button.
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A prompt opens to confirm you would like to onboard the Client. Click Yes.
The Client has been successfully onboarded.