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Onboarding to Flex HQ

3 Simple Steps

 

Step 1

Start Onboarding

After you've selected your program, it's time to start onboarding. It's okay if you don't have everything that we are requesting yet. Just complete what you can and whatever you don't have, we will help you with. That's what we're here for. If you haven't selected your program yet, please navigate here to get started. 

Step 2

Sign Service Agreement

Shortly after you complete the onboarding form, you'll receive your service agreement via DocuSign. Be sure to sign as soon as possible so we can activate your client portal and start introducing you to your dedicated back-office team.

Step 3

Sign into Client Portal

Once you've signed your service agreement, you, and the members you've outlined to also have access can expect an invite to register for your client portal. Once logged in, you will see a task list on your dashboard with post onboarding deliverables.

Haven't signed up yet and need help deciding a program? Complete a Business Analysis so we can recommend the best program.