Onboarding Checklist
Track your progress across all onboarding sections. Items are automatically checked as you complete them.
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0 of 17 completed
Complete all items to submit your application
Business Information
Step 1
Clinic Details
Clinic name, website, address
Primary Contact
Contact name, position, email, phone
Brand Identity
Step 2
Brand Assets
Logo, guidelines, colors, fonts
Brand Voice
Tagline, key messages, tone of voice
Services to Promote
Step 3
Service Selection
Select at least one service to promote
Clinic Locations
Step 4
Location Details
At least one location with address
Target Audiences
Step 5
Audience Profiles
At least one audience with name and location
Budget & Billing
Step 6
Monthly Budget
Set your monthly ad spend budget
Billing Contact
Billing contact name and email
Meta Account Info
Step 7
Meta Account Setup
Review Meta Ads, Facebook & Instagram page info
Google Ads Account
Step 8
Google Ads Setup
Review Google Ads account information
Master Service Agreement
Step 9
MSA Signed & Emailed
Download, sign, and email to onboarding@kliniq.tech
Credit Card Authorization
Step 10
CC Auth Completed & Emailed
Download, fill out, and email to onboarding@kliniq.tech
Schedule Onboarding Call
Step 11
Onboarding Call Booked
Schedule a 30-minute onboarding call