--- title: "Onboarding" description: "Send client onboarding as a page your client opens anywhere. Templates for creative studios, with your team, programme and questions answered on the page." canonical: "https://formlio.com/use-cases/onboarding" locale: "en" type: "useCase" alternates: fr: "https://formlio.com/fr/use-cases/onboarding.md" --- # Onboarding ## Send onboarding documents as good as your work. Your team, the first weeks, the programme and what you need from the client, on one page. Client onboarding software built for creative studios. - [Start your onboarding document](https://formlio.com/signup) - [See the templates](https://formlio.com/templates) ### Present Show who they will deal with, the first weeks and the programme, in your studio's look. No more welcome details scattered across emails. ### Send Share one onboarding document link that always shows the latest version. No more new files and emails for every correction. ### Follow up See who opened the onboarding document and which sections they read. No more sending a PDF into a black box. ### Agree Let them answer your questions on the page and mark them complete. No more chasing contacts, access and assets by email. ## Client onboarding templates for creative studios. Welcome and onboarding templates for architecture, interiors and marketing studios. Each covers your team, the first weeks, the programme and what you need from the client. - [Bath](https://formlio.com/templates/bath-architect-client-welcome-pack) — A welcome document an architect sends after appointment: who the client will deal with, the first nine weeks, the programme, what the practice needs from them and how the project runs. - [Savannah](https://formlio.com/templates/savannah-interior-design-welcome-guide) — A welcome document an interior design studio sends after signing: who the client will deal with, the first six weeks, the programme, what the studio needs from them and how the project runs. - [Geelong](https://formlio.com/templates/geelong-agency-client-onboarding) — A client onboarding document a marketing agency sends after signing: who the client will deal with, the first four weeks, the schedule, what the agency needs and how the work runs. ## Go from first draft to your client. Lay out your team, the first weeks, the programme and the questions you need answered, in your studio's look. Share it privately, see what they read, and collect answers on the same page. 1. **Present: Build it from blocks, in your studio's look.** — \- Blocks for your team, a timeline, a Gantt programme and a form for what you need - Logo, fonts and colours set once - Start from a template or duplicate your last onboarding document 2. **Send: Choose who sees the onboarding document, then share the link.** — On a private link, only the people you invite can open it. Allow re-sharing per person, or keep it to them. 3. **Follow up: Get an alert when it's opened, then see what they read.** — See who viewed it on a private link, how often, and the time spent on each section. 4. **Agree: Let them answer on the page, one step at a time, and mark it complete.** — Ask for contacts, access and dates with required, choice and conditional questions. You get a notification when someone marks it complete. ## Add more to every onboarding document. Embed Calendly, Notion pages and Loom walkthroughs next to each step. Publish it all on your studio's own domain. ### Embed what you already use Calendly, Notion pages and Loom walkthroughs, live on the page. ### Talk on the page Pin a video or voice note next to each step, and chat live with your client on the document. ### Your own domain Publish your documents at an address like docs.yourstudio.com. On the Pro plan. ### Connect ChatGPT or Claude Build, edit or check on documents from the chat. ### Live editing Your team works on the same document at the same time, and sees when your client is on it. ## What changes when onboarding is a page. Three studios, in their own words. > The level of customisation is a real strength. It allows you to create something that feels aligned with your own visual identity, without compromising on speed or usability. And importantly, it moves proposals away from static documents into something far more dynamic and engaging. > > — Ana Grigorovici, Founder, Designer & Creative Strategist, Design Bench Studio > I’ve used Formlio for design cases and proposals, and it’s a much better fit than the usual old-school tools. Most of them feel like a chore. Formlio doesn’t. It’s flexible, easy to use, and the support is seriously top tier. > > — Tadas Jotkevicius, Creative Art Director & 3D Artist, Tadas > The team at Formlio are so passionate about building a product specifically for creatives. They have really listened and turned feedback in features that are especially important to our day-to-day proposals. Having a responsive, web-style proposal just makes sense. It meets people where they are eg. scrolling on their phone, mid commute, making quick decisions. I’ve really loved connecting with Marianne and watching Formlio's journey unfold from the early stages. > > — Anita Taylor, Brand & Web Designer, The Design Lounge ## Common questions about client onboarding. Questions to ask, conditional questions, where answers appear, several respondents, sign-in, chat and reuse for client onboarding. ### What can I ask my client? Short text, long text, single choice, multiple choice, date, number, email and phone. Questions can be required, with placeholders and hints. ### Can a question depend on an earlier answer? Yes. Use "Show when" to show a question or a group only when an earlier answer matches. ### Where do the answers appear? In Form Submissions in the document, which you can filter by version. You also get a notification when someone marks a form complete. ### Can several people on the client side answer? Yes. In collaborative mode everyone shares one set of answers. In individual mode each reader answers on their own. ### Does my client have to sign in? Yes, to answer. They use a 6-digit code, the link in their invite email or Google, and no password is needed. ### Can my client ask questions on the document? Yes. Signed-in viewers chat with your team in the document, quote the passage they mean, or record a video or voice note. Your editors also have a private Team channel. ### Can I reuse it for the next client? Yes. Duplicate the document and change what differs, or save a block you have set up and add it to your next onboarding document. > “The work studios make is considered down to the last detail. The documents that carry it to the client rarely are. We made Formlio so every one of them is as good as the work.” ## Start with your next client onboarding. Pick a template, add your work and send the link. [Browse templates](https://formlio.com/templates) ## Related - [Architecture](https://formlio.com/industries/architecture): For architecture practices. Send fee proposals, design presentations and stage sign-offs as pages clients open anywhere, in your practice's look. - [Interior design](https://formlio.com/industries/interior-design): For interior design studios. Send concept presentations, fee proposals and FF&E schedules as pages clients open anywhere, in your studio's look. - [Marketing](https://formlio.com/industries/marketing): For marketing agencies. Send campaign proposals, retainer proposals and statements of work as pages clients open anywhere, in your agency's look.