Onboarding a New Client (Admin)

When a new client signs up with Bizcom, use the onboarding wizard to set up their account. Go to Clients → Onboard New Client to start.

[Screenshot: onboarding wizard step 1]

The 4-Step Wizard

Step 1 — Client Details

Enter the client's basic information:

• Business name and trading name
• Industry and business type
• Primary contact name and email address
• Phone number and address

Step 2 — Services

Select the services the client has signed up for (e.g., payroll, BIR filing, SSS/PhilHealth/Pag-IBIG). For each service, choose the billing frequency and applicable presets. The portal will use this to automatically generate recurring compliance tasks.

Step 3 — Staff Assignment

Assign at least one staff member as the client's primary officer. You can assign multiple staff (e.g., one for payroll, one for tax). Staff assignments determine who receives the client's support tickets and appears on their tasks.

Step 4 — Review & Confirm

Review all the details. When you click Confirm, the portal will:

• Create the client account
• Generate the first set of compliance tasks based on the services selected
• Send an invitation email to the client's primary contact

After Onboarding

The client's detail page will show an Onboarding Progress card. This tracks whether the client has accepted their invitation, completed their profile, and uploaded any required initial documents. Follow up if any step is incomplete after 48 hours.