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Overview

The Client Onboarding page streamlines the process of setting up new clients with monitoring. Instead of building stacks and notification rules from scratch, you choose an industry template that pre-populates the monitoring setup based on common services for that client type. Navigate to Tools → Onboarding in the MSP Console.

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Onboarding Templates

Templates define a pre-configured set of monitoring services, stacks, and notification rules appropriate for a specific industry or business type.
TemplateBest For
Tech StartupSaaS products, developer tools, cloud-native businesses
E-commerceOnline retail, payment processing, inventory systems
EnterpriseLarge organizations with complex multi-system environments
SaaS BusinessSoftware companies with API-heavy infrastructure
HealthcareMedical practices, telehealth platforms, HIPAA-sensitive environments
EducationSchools, universities, learning management systems
CustomStart from scratch with no pre-configured services

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Onboarding a New Client

1

Click Onboard New Client

Click Onboard New Client at the top of the Onboarding page.
2

Enter Client Information

  • Client Name — The company name (used for their portal and communications)
  • Contact Email — Primary contact for notifications and billing
  • Timezone — Client’s local timezone (used for maintenance windows and report scheduling)
  • Industry — Helps contextualize the setup (Technology, E-commerce, Healthcare, Education, Finance, Manufacturing, Other)
  • Description — Optional internal notes about the client
3

Select a Template

Choose the onboarding template that best matches the client’s industry and needs. A preview shows what the template includes (services, stacks, and notification rules).
4

Configure Notifications

Set up the client’s initial notification channels:
  • Email Notifications — Enter recipient email addresses (comma-separated)
  • Slack — Enter a Slack webhook URL
  • Microsoft Teams — Enter a Teams webhook URL
5

Set Notification Rules

Configure initial notification behavior:
  • Critical Issues Only — Only send notifications for critical outages (default: off)
  • Include Degraded Performance — Alert on degraded services, not just outages (default: on)
  • Include Maintenance Notifications — Send maintenance window notifications (default: on)
6

Onboard

Click Onboard Client to provision the client organization. The system will:
  • Create the client organization
  • Apply the template’s monitoring stacks and services
  • Set up the configured notification channels and rules
  • Generate the client’s portal URL

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Applying a Template to an Existing Client

If you have an existing client you want to enhance with a template’s pre-configured monitoring, you can apply a template without creating a new client.
1

Click Apply Template to Existing Client

Click Apply Template to Existing Client on the Onboarding page.
2

Select the Client

Search and select the client you want to update.
3

Select a Template

Choose the template to apply. A preview shows what will be added.
4

Apply

Click Apply. The template’s services and stacks are added to the client’s existing setup. Existing configurations are preserved — the template only adds what isn’t already there.

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After Onboarding

Once a client is onboarded:
  1. Portal URL — The client can access their portal at their assigned URL
  2. Monitoring Active — All template services begin monitoring immediately
  3. Notifications — Alert rules are active and will notify configured recipients
  4. MSP Dashboard — The client appears in your MSP Dashboard and client list
You can further customize the client’s setup from the Client Management page or by using Bulk Operations to apply additional settings.

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MSP Organization Selector

If your MSP account manages multiple MSP organizations (a master MSP setup), an MSP Organization selector appears in the onboarding form. Select which MSP organization will manage the new client. This determines billing, branding, and access for the client.