Completing Onboarding

Work through the welcome steps and forms your provider set up to get you started.

When you start with a new provider, they may set up an onboarding checklist to gather what they need and get you up and running smoothly.

Working through your steps

Your onboarding shows as a series of steps. Each step might ask you to:

• Fill in a form with some details.
• Read and acknowledge information.
• Upload a document.

Work through them at your own pace — your progress is saved as you go, so you can stop and come back.

Forms

Some steps include a form to complete. Answer the fields (required ones are marked) and submit. Your answers are saved to your record so you don't have to repeat them later.

Finishing up

As you complete each step it's checked off, and your provider can see your progress. Once everything's done, you're all set — and your provider is notified that your onboarding is complete.

Stuck on a step or unsure what's being asked? Raise a support request and your provider will help.