COMING SOON TO PPC LABS We're introducing an improved Client Onboarding & Information Experience , focused on making it easier for clients to complete and manage their information. This update builds on section-based forms and introduces guided onboarding, clearer structure, and section-based saving . What's Changing Guided onboarding flow Clients are guided step-by-step through Profile → Pets → Forms → Billing → Request, with a clear sense of what to do next. More focused experience During onboarding, the interface is simplified and the menu is collapsed by default to reduce distractions and keep clients on track. Section-based saving (Profile & Pets) Clients can now save individual sections instead of completing the entire form at once. Clear progress and requirements It's more obvious what's required, what's complete, and what still needs attention. Improved pet management Adding and managing pets is more structured and easier to follow. After Onboarding The same structure carries into normal use: Clients update information using the same section-based layout No need to relearn the interface after onboarding Changes can be made without completing everything at once Why This Matters More focused and less overwhelming for new clients Fewer clicks and less confusion about what to do next Easier to complete information over time More consistent experience across onboarding and everyday use
