Does my client need an account?

No. Visitors are never account holders. They pass the gate with their email address and Sentway keeps their progress against that visitor record.

Can two clients share one onboarding page?

Yes. Task progress is recorded per visitor, so one published page can carry any number of clients through the same process without their progress mixing.

Why do uploads need a verifying gate?

So every file arrives attached to an identified person. Accepting uploads from anonymous visitors invites abuse, so Sentway refuses to publish an upload area behind a public or unverified gate.

Use case

Onboarding your client actually finishes

An onboarding page is a private page for one client with the steps they need to complete and a place to send you their files. Sentway tracks each task per visitor, so you can see exactly which client is stuck on which step instead of sending another chasing email into the dark.

What this is for

Onboarding usually dies in an email thread. The client loses the checklist, sends one document, forgets the rest, and you find out three weeks later. A page holds the whole process in one place and reports on itself.

It suits new client setup, supplier onboarding, course enrolment, and any sequence where one person has to complete several things in their own time.

Tasks your client ticks off

Your AI publishes the page with a task list, and Sentway records each completion against that visitor. Progress is tracked per person, so two clients on the same page have two separate positions in the process.

Percentages are worked out from the list of tasks on the published page, so adding a step changes what completion means for everybody straight away.

Files your client sends you

An upload area on the page lets the client send you documents without email attachments. Uploads require a gate that verifies the visitor, which means verified email capture or an allowlist, so files always arrive attached to a person you can identify.

Sentway blocks publishing a page with an upload area behind a public or unverified gate rather than letting anonymous files arrive.

Seeing who is stuck

Ask your AI how onboarding is going and it reads each client's position back to you.

get_analyticsFree plan
list_plan_progressPro: Visitor timelines
list_visitor_uploadsPro: Visitor uploads
list_site_uploadsPro: Visitor uploads
get_visitorPro: Visitor timelines

Walkthrough: onboarding one new client

You tell your AI to build an onboarding page for a client with a checklist of the steps you need from them and an upload area for their documents, put it behind verified email capture, and publish it.

The client works through it over a week. You ask your AI which steps are finished and what has been uploaded, and it tells you two of five steps are done and only the insurance certificate has arrived.

You ask your AI to write the chasing email naming the two outstanding items, which it can do because it just read what they are.

Questions people ask

Does my client need an account?: No. Visitors are never account holders. They pass the gate with their email address and Sentway keeps their progress against that visitor record.
Can two clients share one onboarding page?: Yes. Task progress is recorded per visitor, so one published page can carry any number of clients through the same process without their progress mixing.
Why do uploads need a verifying gate?: So every file arrives attached to an identified person. Accepting uploads from anonymous visitors invites abuse, so Sentway refuses to publish an upload area behind a public or unverified gate.