Radix Solutions
v.04
✓
1. Practice Intake
✓
2. Onboarding Call
3
3. Client Portal
← Back to booking
Step 3 of 3 — Client portal

You're booked in. Here's what happens next.

Your onboarding call is now scheduled. Between now and the call, your only job is to make sure the right people attend and the relevant systems can be accessed during the session.

SubmittedBookedAccess pendingReady for call
Radix onboarding status
v.04 — onboarding system
Pre-onboarding formSubmitted
Onboarding callBooked
System accessTo confirm on call
Build prioritiesTo confirm on call
Go-live planPending
01 · Welcome

Welcome to your Radix onboarding hub

This page is here to keep everything simple. Your practice is now moving into onboarding, where we collect the final details needed to build your AI-powered growth infrastructure.

  1. 01Complete your pre-onboarding form
  2. 02Attend your onboarding call
  3. 03Grant access during or after the call
  4. 04Review and approve build items
  5. 05Complete team training
  6. 06Go live
  7. 07Optimise and improve performance
02 · Before the call

Access ready

Have the relevant logins or admin access ready. We'll walk through the systems together and confirm what access is needed.

Website/CMS
Google Business Profile
Google Analytics/Search Console
Google Ads
Meta Business Manager
Practice management software
Phone provider
Enquiry inbox
Online booking system
CRM or lead tracker
Review platforms

Please do not upload or email passwords unless Radix provides a secure method.

03 · Optional uploads

Optional uploads before the call

You only need to upload essentials upfront. Everything else can be requested after the onboarding call.

04 · Behind the scenes

What's happening behind the scenes

While you prepare for the onboarding call, Radix is reviewing your intake information and preparing the structure for your practice's growth system.

01
Intake review
Reviewing your form responses against our build template.
02
Journey mapping
Drafting your patient journey from enquiry to booking.
03
Access planning
Preparing the access list and integration sequence.
04
Build priority setup
Sequencing what gets built first based on your priorities.
05
Launch checklist preparation
Drafting your launch and approval checklist.
05 · FAQs

Quick answers

No. Please do not send passwords by email or through the form. We'll confirm the safest way to grant access during or after your onboarding call.

06 · Support

Need help before the call?

If anything feels unclear, contact the Radix team before your onboarding call. We'll help you understand what is needed and what can wait until the call.

Contact supportReview preparation checklist
Ready for call

You're ready for onboarding.

Keep this page handy before your call. We'll guide you through the systems live and confirm exactly what happens next.

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