Team accessClient onboarding
Your onboarding steps, all in one place.
The OverBooked Team will send you a private checklist link. Open it anytime to see what is complete and check off your remaining steps.
How your checklist works
Your link is personal to your onboarding.
1
Open your private link
No account or login is required.
2
Complete pending items
Check off steps as you finish them.
3
Stay in sync
The OverBooked Team sees your updates.
Keep your checklist link in your email or messages so you can return to it throughout onboarding.