Onboard

Create an individual customer account. Only name, email and status are required.

Upload a contract and we'll prefill the form from it — review before saving.

Required identity.

First name *

Middle name

Last name *

Primary email *

Status *

Reflected on Vantage & the Customer portal — Finance is the gateway to add a customer.

Category (visa)

Package

Signed date

Everything here is optional.

Phone

Address line 1

Address line 2

City

State / region

Postal code

Country

Referral source

Service start date

Preferred payment method

Billing notes

Internal notes

Alternate names & payer emails — used later to find this customer and apply payments made on their behalf (spouse, friends). Up to 5 each.

Alias names

Alias emails

Choose from the configured packages. Custom Package needs an amount.