Q: How do I register as a client?
ANS: There are three main ways to register:

• Via ShareLink/Affiliate Link: Click on a marketing link provided by a channel partner
• Direct Invitation: Receive an official invitation email from an admin/agent with a registration link
• Self-Registration: Access the portal's direct self-registration URL

Q: What happens after I register?
ANS: After registration, the system:

• Sends an email verification to confirm account authenticity
• Creates appropriate records with agent reference tracking
• Requires you to e-sign company agreements
• Grants immediate access to your customized portal interface upon verification

Q: Is there a cost to register as a client?
ANS: Client registration is completely free. You only pay when you place orders for products or services.

Q: How do I update my account information?
ANS: You can update your profile information directly through your dashboard, or admins can use the "Edit Client" quick action button for updating contact details and account settings.

Q: Can I see which agent I'm assigned to?
ANS: Yes, your assigned agent information is visible in your client profile and affects your commission tracking and support routing.

Q: My registration link isn't working. What should I do?
ANS: Contact the agent who provided the link or submit a support ticket with the specific link details for assistance.

Q: What if my invitation link has expired?
ANS: Request a new invitation from the administrator/Agent who originally sent your invitation.

Q: How do I view available products and services?
ANS: Navigate to the Products & Services section to browse our complete catalog with current pricing and detailed descriptions.

Q: Why can't I see certain products or services?
ANS: Product availability may depend on your service tier, geographical location, signed agreements, or agent relationship.

Q: What should I do if I can't access my account?
ANS: Verify that you've completed email verification and signed all required agreements, or contact our support team for assistance.

Q: Can I access my portal from mobile devices?
ANS: Yes, our portal is fully responsive and optimized for smartphones and tablets.

Q: Do you offer system integrations?
ANS: Yes, we provide API access and integration capabilities. Contact your account manager to discuss specific requirements.

Q: What payment methods do you accept?
ANS: We support multiple payment options including credit cards, bank transfers, and wire transfers, as configured by your service provider.

Q: How do I request a quotation?
ANS: Submit a Request for Quotation (RFQ) by:

• Using affiliate links or accessing your dashboard
• Selecting desired products/services
• Specifying quantities and requirements
• Adding special instructions or customizations
• Submitting the request through the RFQ system

Q: What happens after I submit an RFQ?
ANS: The RFQ workflow includes:

RFQ Submission: Your request is sent to admins or assigned agents
Quotation Creation: Admins/agents review and craft tailored quotations
Customer Review: You receive the quotation with three options:

• Accept and proceed to payment
• Request modifications with specific changes
• Reject the quotation

Q: How do I convert a quotation to an order?
ANS: The conversion process involves:

Quotation Approval: Accept the approved quotation
Automatic Conversion: System converts the accepted quotation to a sale order
Payment Collection: Choose from multiple configured payment methods
Order Confirmation: Transaction moves to operational phase once payment is processed

Q: I'm having trouble logging in. What should I do?
ANS: Common solutions include:

• Verify your email address is correct
• Check if you've completed email verification
• Ensure all required agreements are signed
• Contact support if issues persist

Website: www.OnBoardSoft.com

Email: info@onboardsoft.com

Phone: +1 (201) 254-7832