To offer your clients the smoothest onboarding experience possible, you can now organise their registration directly from your Partner Portal - simple!

Once logged into the Partner Portal, head to Clients, then click Onboard Client (black button in the top right corner).

Then search for them by typing their registered name, and select them from the dropdown menu.

Once added, you’ll be sent to the familiar Pleo interface. Here you can start the next step, which is the verification process.

Did this answer your question?