> ## Documentation Index
> Fetch the complete documentation index at: https://docs.purplelabelmd.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding timeline

> The steps from provisioning to live, and the self-serve way to see what's waiting on you.

Onboarding turns your welcome kit into a live integration. You never have to ask where things
stand — the progress read tells you, in plain language, which step you are on and what is waiting
on you.

## The shape of onboarding

Onboarding is not a single fixed line of steps. It is:

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.

Because the middle group runs concurrently, the number of steps reflects the live onboarding
model rather than a fixed count — today it is around a dozen. The progress read below always
reports the real total, so you read the timeline from the platform, never from this page.

## See what's waiting on you

Read `GET /v1/onboardings/{onboarding_id}/progress` at any time. It is presentation only — it never
carries clinical data — and it answers "what are you waiting on us for" directly:

```json theme={null}
{
  "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.

Use it however you like: poll it while you work, or surface it on your own internal dashboard so your
team can see progress without asking.