← Dashboard
Client Onboarding
Business Profile
Tenant ID
Business Name
Niche
Domain
Owner Name
Owner Phone
Owner Email
Owner Password (optional)
Send Login Email
Yes
No
Agent Name
Agent Tone
Service Areas (comma separated)
Service Menu
+ Add Service
Technicians
+ Add Technician
Seed Options
Source DB Path
Source Profiles Path
Copy Customer Profiles
Yes
No
Wipe DB Lead Data
No (keep seeded data)
Yes (schema only)
Use
wipe = No
for demo accounts with sample contacts. Use
wipe = Yes
for fresh production onboarding.
Provision Client