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.

Client Detail Projects

Admins can use the client detail page to organize work into Projects. Projects are useful when a client has separate initiatives, cleanup work, one-time engagements, or internal tracking needs that should not be mixed into the general recurring-service view.

A project can include:

• name and description
• project type, such as recurring service, one-time, cleanup, or internal
• status: active, paused, completed, or archived
• owner
• category
• start date and target end date

Tasks can optionally be assigned to a project. Existing tasks do not need to be backfilled immediately; tasks without a project remain valid and continue to appear in normal task views.

Use the Projects tab on the Client detail page to see that client's projects without leaving the client record. The tab shows the project name, type, status, owner, and task counts when available. If the client has no projects yet, the page shows an empty state instead of hiding the feature.

Use the main Projects page when you need a cross-client list, search, or a client-filtered project view. Use project filtering from the Tasks page or task detail flows when you need to review work for a specific client project.

Current MVP scope

Project tracking is currently staff/admin-facing. Client portal project visibility, billing/time-report rollups by project, forced historical backfill, document migration, and project-driven recurrence rules are planned separately and are not part of the current MVP.