Sign Up Process – Changes

A sign up process is one of those things that we should not have to think about.  It should just happen quickly and simply.  End of story.  In the current process, when you add or load a customer, the process is pretty simple and straight forward.  However, when brand new customers attempt to create an account via your portal, not so simple and straight forward.  That area is much improved.

Here is what’s new:

1. Verification: No more verification email.  Accounts activate instantly.
2. Auto-Favorite: When a client clicks on ANY button on your portal (embedded in your website or not), then creates an account, they will have you auto-favorited.  That means when they click on ‘book activity’ they see your business front and center.  ANY button refers to all buttons that initiate an action including [Log In], [Sign Up], [Make Purchase], [Appointments], and if they click [Book] within any class.
3. Continue Transaction: Also new… if a client starts an action such as booking an appointment or class, or making a purchase, they will continue right on to the next step of that transaction as soon as they complete the creation of their user account.

The end result should be:

1. Increased conversions on your portal page.
2. Less frustration for your customers and you