How to Onboard Clients with Tiny Reminder

Can’t get new clients make an advance payment? Want to feel more confident and productive? We’re here to help. Just create a request and get everything up and running quickly!

With to-do fields, you can ask them to book a meeting via a Calendly link, make an advance payment, or check off some terms & conditions.

Want an example? Inside the app, there’s a request called To-Do List (Sample). Go to My Requests and take a look.