Client Onboarding
Your client onboarding can have a huge impact on your new client conversion rate. Sweep&Go has the best client onboarding processes which takes all information and payment details all at once.
![6-1-client-onboarding-settings](https://www.sweepandgo.com/wp-content/uploads/2019/05/6-1-client-onboarding-settings.png)
Client Onboarding Settings
- Update regular and premium service zip codes.
- Set up service options (Number of dogs, frequency).
- Enable, disable or make required optional fields.
- Enter regular, premium, initial and one time prices.
- Update client terms of service for new clients to accept.
Zip Code Check
- Only qualify prospects from your service area.
- Request basic info from those outside service area.
- Display regular or premium pricing based on zip code.
- Charge more for areas that are further away.
- Identify potential areas for expansion.
![6-2-client-onboarding-enter-zip-code](https://www.sweepandgo.com/wp-content/uploads/2019/05/6-2-client-onboarding-enter-zip-code.png)
Price Calculator
Display per cleanup or fixed price.
Show regular and initial cleanup estimates.
Highlight special offer for signing up right away.
Offer custom price for initial and one-time cleanups.
Up-Sell additional services and products if you would like.
![6-4-client-onboarding-signup-form](https://www.sweepandgo.com/wp-content/uploads/2019/05/6-4-client-onboarding-signup-form.png)
Sign Up Form
- Customize what information you are asking for.
- Let clients set their cleanup notification preferences.
- Let clients provide info about their yard and dogs.
- Require new clients to accept your terms of service.
- Auto-email client portal login info after signup.
Payment Method
- Offer optional pay by check payment method.
- Always require credit card on file for one time cleanups.
- Charge confirmed price for one time and initial cleanups.
Display your credit card entry form from Stripe or Clover Connect.
- Receive automated credit card payments.
![6-5-client-onboarding-payment-method](https://www.sweepandgo.com/wp-content/uploads/2019/05/6-5-client-onboarding-payment-method.png)