Streamline your client onboarding

Stop printing out forms to capture and store client information

There’s a practical side and a warm n’ fuzzy side when it comes to welcoming new clients into your business, and Striive does both.

Digital

Gather new sign-ups from your website* and socials

Remove all unnecessary steps from your sign up process. Email exchanges and contact forms waste time and convert poorly.

Use your new Striive sign up link to have new clients sign up immediately, wherever and whenever they discovered you.

* Don't have a website and a social media phobe? Our client area home page has you covered.
Sign up button and IG profile link
Branded welcome screen
Professional

Make a great first impression on every new client

Emailed PDFs or completing paper PAR-Qs in the rain is not the way your new client relationships should begin.

A professional, branded sign up experience is available for new clients to use 24/7/365.

Invites

Prefer to send out personal invitations?

Does the idea of an open sign up process worry you? No problem, go the invite-only route instead to retain full control.

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Send individual or bulk email invitations to prospective clients.
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Personalise your invitations with cover messages to add the personal touch.
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All clients follow a process to provide their information and create an account with your business.
Manage a team?
Each member of your team can also send out client invitations on your behalf. Discover more about running a team on Striive.  
Invite screen with client email preview
PAR-Q visual + signature
Motivations

Get all the information you need every time

Our sign up process captures all the details you need from every new client. No follow ups or additional steps needed. It's consistent and efficient every time 👇

Review

Review every client before adding them to your roster

You'll always have full control over the clients who are added to your roster and can start purchasing your services.

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If you don't think a client will be a good fit, politely decline their sign up request and send a cover message to explain.
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All clients pending review are free to browse your schedules and online store, but cannot make purchases until they have passed your review.
Review screen

Watch our client onboarding tour

Common questions

Where will all my client details be stored?
Reveal answer
Have a question we haven’t answered? Drop us a message in the chat below 👇

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