New Client Intake

Capture a new client and optionally attach a referrer on the same screen. Perfect for onboarding at the point of sale.

Name

Phone Number

Business Name

Account Amount (e.g. 30000)

POS / System Type

External / Internal Account ID

Referrer (optional) – If someone referred this client, enter their info to attach them for rewards, tracking, or leaderboard purposes (if your program uses them).

Referrer Name

Referrer ID (for tracking / leaderboard)