FitMetrics.ai

Understand the Onboarding view and how it helps you track every client's status in one glance.

What Is the Onboarding Pipeline?

Add, color-code, and reorder onboarding stages to match your business workflow perfectly.

How to Create and Organize Stages

Use your onboarding pipeline to stay organized, aligned with your team, and move clients faster to the “Onboarded” stage.

Tips & Best Practices for Onboarding Stages

Quickly update all clients to a new stage (e.g., Onboarded) without dragging one by one using the bulk stage update tool.

How to Bulk Move All Clients to a New Stage

Xenios Charalambous

Track client progress with custom onboarding stages — simple, clear, and fully personalized.

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