Joining and Onboarding
The join flow is a one-time setup that creates your consultant profile and activates your account. Complete each step in order. You only need to do this once — after completion, the dashboard unlocks.
Table of contents
Step-by-step walkthrough
- Navigate to /portal/join. -> The page shows options to sign in, request information, or continue an in-progress setup.
- Choose Sign in or create account and complete authentication. -> You are redirected to the setup page after authentication completes.
- Fill in the required profile fields on the setup page. -> All required fields must be completed before the Next button activates. Incomplete fields show a validation message.
- Click Next to submit the setup form. -> The completion page reloads your session. Your new consultant claim becomes available and the dashboard unlocks.
Common issues
Setup page will not advance
All required fields must be completed before the Next button activates. Check that your name, email, and any other required fields are filled in and pass validation.
Dashboard is still locked after completing setup
The session may not have refreshed with the new consultant claim. Sign out and sign back in to reload your account claims.
Tips
Complete setup in one session
The setup flow is designed to be completed in a single session. If you leave mid-flow, your progress may not be saved. Return to /portal/join and select Continue setup if available.
What to do next
Add your first client
After your account is activated, navigate to the Clients section and use Add Prospect to create your first client engagement.