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· 30 minutes

On-Boarding with Plooto

About This Webinar

In this Webinar we will look at some of the aspects of the On-boarding process as well as provide best practices to make on-boarding clients an easy and straightforward practice

Agenda

Requirements for On-Boarding
User Permissions when creating a Profile for your clients, and how to make them approvers
Adding a director and their requirements
Uploading Company documents for your Clients

Who can view: Everyone

Webinar Price: Free

Webinar ID: c0c5accd9e8b

Featured Presenters

Plooto Team

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Hosted By

Plooto Inc webinar platform hosts On-Boarding with Plooto

Plooto Inc

The simplest way to streamline all your business' payables and receivables processes. With Plooto's cloud-based engine, sending and collecting payments has never been easier. It's free to signup and begin trying it!

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Attended (14)

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