Client onboarding

Teach your new Front Office how your business works.

Take this one section at a time. Your answers stay with you as you move through the form, so you can give Trixie the details that make every customer interaction feel like yours.

Step 1 of 9

11% complete

Your Business
Hours
Services
Scheduling
Calls & Routing
Policies & FAQs
Front Office Rules
Goals
Review

The essentials

Your Business

Start with the details customers see and hear first. Fields marked with * are required.

Business name*Primary contact name*Email*Main phone*WebsiteBusiness type / industry*

Business location

Street address*

City*

State*

ZIP*

Service areaFor example: Bismarck and surrounding communities, or within 50 miles of Dickinson.

Short business description*A few sentences about your team, customers, and what makes you different.