poolcloudpoolcloudupdates

Simplifies customer sign-up

#87
Customers, where sign-up links are sent fromHelp, adding a customer

The problem

"First we should add a payment method. Second we should accept the service. And then third we should have to click through: do we have a gate code? Do we have dogs? And they actually explicitly click N/A for them."

  • Saving a card counted as acceptance; gate and dogs went unasked.

What we considered

  1. A
    A

    Sections unlock in order

    • Fewer taps, but a long scroll on phones.
  2. B
    Shipped
    B

    One step per screen

    • Clearest on phones; a few more taps.
  3. C
    C

    Three locked cards

    • Reads as a checklist; each card opens a sheet.

What shipped

  • Steps: details, payment, property, acceptance, done.
  • Gate and dogs need an answer; office sees each step.
onboardingcustomerspayments