Client Onboarding


Hello {{ contact.firstname }}!

We would like to introduce you to one of our newest Onboarding features, the Client Onboarding Service!

For no additional cost, this service will train and support your clients to get them using Receipt Bank efficiently.

By signing up for this service your clients will receive the following;

  • Mobile app onboarding through SMS invitations
  • Comprehensive training on how to submit items
  • Client-specific webinar invitations
  • Personalised submission reminders based on submission behaviour of the client

As one of our valued Partners, we will also provide you with;

  • A seamless client experience
  • A positive client experience resulting in improved client retention
  • The opportunity to spend more time building your business and less time chasing clients for paperwork.  

Terms and conditions

  • It is the responsibility of the Partner to ensure clients are informed of Receipt Bank.
  • All data provided will remain confidential and will not be used in any way other than for communication between the client, the partner and Receipt Bank.