Visio — Client Onboarding

Section 01

Business Basics

Tell us about your business so Visio can represent you accurately.

Business / Trading Name *

This is the name Visio will use when representing your business.

Industry / Business Type *

City / Area of Operation *

Website URL (optional)

What does your business sell or offer? *

The more detail here, the better Visio answers customer questions.

Section 02

WhatsApp Business Number

This is the number your customers will message. Very important requirements below.

Important: The number you provide must NOT currently be registered on WhatsApp — not on the regular app, not on WhatsApp Business App. If it is, we will need to use a different number.

WhatsApp Business Number *

Include country code. e.g. +27 63 123 4567

Is this number currently on WhatsApp? *

Display Name for this number *

This is what customers will see as the business name on WhatsApp. Must match your real business name.

Do you have a Facebook account? *

Yes, I have a Facebook account Great — we'll use this to verify your WhatsApp number

No, I don't have one No problem — we'll help you create one during onboarding

Section 03

Customer Conversations

Help us train Visio to answer your customers accurately and in your voice.

Top 10 questions your customers ask most *

Visio will answer all of these automatically, 24/7.

What tone should Visio use? *

Professional & formal Suited for legal, financial, medical, corporate services

Friendly & conversational Warm but professional — great for most businesses

Casual & energetic Relaxed, fun — great for gyms, beauty, youth brands

Anything Visio must NEVER say or do? (optional)

Section 04

Appointments & Bookings

Visio can book appointments directly into your Google Calendar. Tell us how you want this set up.

Does your business take appointments? *

Yes — Visio should book appointments for us Viewings, consultations, demos, treatments, tours etc.

No — we don't take appointments Walk-in only or no scheduling needed

What do you call your appointments? (optional)

Visio will use this exact word when booking. e.g. "Your viewing is confirmed for..."

Appointment duration (optional)

Available hours (optional)

Which days are you available for appointments? (optional)

Do you have a Google Calendar? *

Yes — I use Google Calendar Visio will book directly into your calendar automatically

No — I don't use Google Calendar We'll set one up for you during onboarding

Section 05

Notifications & Alerts

Visio will send you WhatsApp alerts when important things happen. Tell us how you want to be notified.

Your WhatsApp number for notifications *

This is where Visio sends you alerts like "Boss, we've got a live one!" when a hot lead comes in.

How often do you want to be notified? *

Hot leads only Only notify me when a customer shows serious buying intent

Every conversation Notify me for every message Visio receives

Your email address *

For account setup, billing and important updates from Summit Visio.

Anything else we should know? (optional)

Welcome to
Visio Onboarding

You're on the list!

Welcome toVisio Onboarding

You're on the list!

Welcome to
Visio Onboarding