Your Onboarding Form

The most important step to completing your onboarding is completing the Onboarding Form. In the Onboarding Form we gather a range of information from your logo through to your therapy preferences and key contacts. In this article we've included a checklist of items you'll need to prepare before starting your Onboarding Form.

Your Onboarding Checklist: 

Before we send the form, please familiarise yourself with the following information that we will be asking you about:

• You'll need to provide us with up to four key contacts. Among these, two are mandatory, while the other two are optional. Additionally, we'll need contacts for IT, invoicing, and a primary point of contact for all matters related to therapy.
  
  
• We'll also need your logo and brand guidelines if you're comfortable with us promoting our partnership on digital platforms.
  
  
• You'll be prompted to indicate the number of pre-approved therapy sessions you'd like to offer your employees, if any. Also, think about whether you want to extend these sessions to immediate family members of your team.
  
  
• For a seamless therapy booking process, you will need to provide us with a CSV of eligible people who can access Clearhead through your organisation. You will be asked to upload this populated list in the onboarding form.
  
  
• Lastly, you'll need to decide on a launch date for introducing Clearhead to your team. Take some time to consider when you'd like this to take place.
  
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• Your Onboarding packs
• Your unique web address
• Copy to promote Clearhead internally and Clearhead brand assets

If you have any questions, please contact support@myclearhead.com