Onboarding process for new customers

1. DigiQuatics
Account Onboarding
Manage Pools, Not Paper

2. Outline
● Timeline
● Importing Data
● Account Settings
● Payment
● Questions / Feedback
www.digiquatics.com

3. Timeline
● We want you to be successful. Discussing a
timeline for implementation is a great way to
ensure a smooth and effective transition to
DigiQuatics
● If you are new to DigiQuatics, you will get
started with our free 90-day trial, before that
a few items need to be discussed
www.digiquatics.com

4. Timeline
● When do you want to train the admin users?
● When do you want to send employees the
DigiQuatics Welcome email?
● When do you want your employees to watch
the “Getting Started” video submit their
availabilities and time off requests, and
update their profiles?
www.digiquatics.com

5. Importing Data
● To setup your account with DigiQuatics we
need the following information: First Name,
Last Name, Email, Phone, Location, and
Position
● We can import all your employee data or you
can use our import template found here:
http://www.digiquatics.com/account-setup
www.digiquatics.com

6. Account Settings
● We can help you setup any account settings or
you can do it yourself in the app
● Before setting up your own account please
watch the “Admin Getting Started” video, it can
be found here: http://www.digiquatics.com/admin-
getting-started
www.digiquatics.com

7. Payment
● You can pay with check/invoice or online
with any major credit card via PayPal
● Payment can be made monthly, annually, or
any period that your organization prefers for
accounting purposes
www.digiquatics.com

8. Questions / Feedback
www.digiquatics.com
Team@DigiQuatics.com
1-800-594-2816 www.digiquatics.com