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

# Client Onboarding

> Quickly provision new client organizations using industry templates, or apply a template to an existing client to add pre-configured monitoring

## 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.

***

## Onboarding Templates

Templates define a pre-configured set of monitoring services, stacks, and notification rules appropriate for a specific industry or business type.

| Template          | Best For                                                              |
| ----------------- | --------------------------------------------------------------------- |
| **Tech Startup**  | SaaS products, developer tools, cloud-native businesses               |
| **E-commerce**    | Online retail, payment processing, inventory systems                  |
| **Enterprise**    | Large organizations with complex multi-system environments            |
| **SaaS Business** | Software companies with API-heavy infrastructure                      |
| **Healthcare**    | Medical practices, telehealth platforms, HIPAA-sensitive environments |
| **Education**     | Schools, universities, learning management systems                    |
| **Custom**        | Start from scratch with no pre-configured services                    |

***

## Onboarding a New Client

<Steps>
  <Step title="Click Onboard New Client">
    Click **Onboard New Client** at the top of the Onboarding page.
  </Step>

  <Step title="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
  </Step>

  <Step title="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).
  </Step>

  <Step title="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
  </Step>

  <Step title="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)
  </Step>

  <Step title="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
  </Step>
</Steps>

***

## 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.

<Steps>
  <Step title="Click Apply Template to Existing Client">
    Click **Apply Template to Existing Client** on the Onboarding page.
  </Step>

  <Step title="Select the Client">
    Search and select the client you want to update.
  </Step>

  <Step title="Select a Template">
    Choose the template to apply. A preview shows what will be added.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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](/guides/msp-client-management) page or by using [Bulk Operations](/guides/msp-bulk-operations) to apply additional settings.

***

## 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.

***

## Related Guides

* [Client Management](/guides/msp-client-management)
* [Bulk Operations](/guides/msp-bulk-operations)
* [MSP Branding & Whitelabel](/guides/msp-branding)
* [MSP Console Overview](/guides/msp-setup)