Onboarding timeline

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The shape of onboarding

1. One setup step the platform runs first — your client and brand workspace is created.
2. A group of steps that run in parallel. Once setup is done, several steps open at the same time. Some are yours to complete, some are ours, and some are with third parties. They do not run in a fixed order — each moves at its own pace, and finishing one never has to wait on another. The current group includes:
   • Yours: executing your agreements, setting up your login domain (a CNAME record you add), and granting payment-gateway access.
   • Ours: confirming the setup fee and billing mandate, mapping the intake questionnaires to your products, and provisioning your clinical-integration account.
   • Third-party: LegitScript certification, identity verification, and A2P (10DLC) phone approval.
3. A go-live gate the platform runs last — a synthetic test order runs through your own workspace in test mode, you give your approval, and production is enabled.

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See what’s waiting on you

{
  "onboarding_id": "onb_acme01",
  "step_number": 5,
  "total_steps": 11,
  "plain_language": "Step 5 of 11: Set up your login domain, Grant payment-gateway access",
  "blocked_on_client": [
    "Add the CNAME record for your login domain",
    "Grant payment-gateway (MID) access"
  ],
  "test_mode": true,
  "complete": false
}

• step_number of total_steps places you on the timeline; total_steps is whatever the live onboarding model holds, not a fixed number.
• plain_language describes where you are in a sentence you can show your own team.
• blocked_on_client lists what is waiting on you — an empty list means the work is on our side.
• complete flips to true when onboarding is done.