---
title: "Simplifies customer sign-up"
summary: "New customers faced one long sign-up page and were never asked about gates or dogs."
slug: new-customers-sign-up-one-step-at-a-time
date: 2026-10-30T00:00:00.000Z
tags: ["onboarding", "customers", "payments"]
ref: "87"
status: published
links:
  - label: "Customers, where sign-up links are sent from"
    url: "https://poolcloud.com/app/customers"
  - label: "Help, adding a customer"
    url: "https://poolcloud.com/app/help/add-a-customer"
url: https://updates.poolcloud.com/new-customers-sign-up-one-step-at-a-time
site: "PoolCloud updates"
---

# Simplifies customer sign-up

## 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

### A. Sections unlock in order

![A](https://updates.poolcloud.com/media/poolcloud/new-customers-sign-up-one-step-at-a-time/87A.png)
- Fewer taps, but a long scroll on phones.

### B. One step per screen {chosen}

![B](https://updates.poolcloud.com/media/poolcloud/new-customers-sign-up-one-step-at-a-time/87B.png)
- Clearest on phones; a few more taps.

### C. Three locked cards

![C](https://updates.poolcloud.com/media/poolcloud/new-customers-sign-up-one-step-at-a-time/87C.png)
- Reads as a checklist; each card opens a sheet.

## What we went with

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