New Member Onboarding
This is a multistep form, some fields are required while others are optional. Please show empathy and care to your client as you go through the questions. Remember, we want to gather the critical information and if they are enjoying the conversation then you can continue with the questions.
In terms of personal information, you would have a great deal of this information already from their contract that they signed with us. So don't belabour them with all the questions, if you have the info, capture it from the file/contract you have.
Step 1: Personal & Contact Information