Client intake forms, project briefs and contract onboarding
Stop messy email onboarding. Collect project requirements, brand assets, signatures, and setup fees through a sleek intake experience.
Why switch to KwikUp for client onboarding?
Compare the friction of traditional multi-tool setups with our all-in-one engine.
The Traditional Setup
Fragmented tools & manual delays- Clients sending assets piecemeal across email and WhatsApp.
- Missing project details that stall work for weeks.
- No clear record of what was originally agreed upon.
With KwikUp
Automated • Real-time UPI • Zero Drops- High-res asset uploads: Collect logos, design files, and legal documents without file size worries.
- Retainer / kickoff fees: Optionally collect advance project deposits directly inside the intake form.
- Conditional questions: Show relevant questions based on the client’s chosen service package.
- Exportable briefs: Convert submitted briefs into team-ready project documentation.
Live in minutes, from start to payout
- 01Step 1
Create your onboarding flow
Start from our agency intake template; customize questions and file upload fields.
- 02Step 2
Send to new clients
Share a clean, branded link as soon as a contract is signed.
- 03Step 3
Collect assets & fees
Receive logos, brand guidelines, access credentials, and retainer payments.
- 04Step 4
Kick off smoothly
Export full intake summaries as clean spreadsheets for your team.
The Complete Event Ticketing & Gate Lifecycle
From publishing your event page to live gate QR scanning and next-day bank payouts. Every stage is automated end-to-end with zero manual intervention required.
Launch & Configure
Define VIP/Early Bird tiers, seat limits, bundle sub-events, or generate an AI-powered custom registration page.
Attendee Checkout
Attendees choose tickets, input guest names, and verify their contact via 6-digit OTP to guarantee pass delivery.
Instant Payment
Instant UPI / Card checkout with webhook auto-reconciliation and automated reminder recovery for pending attempts.
Digital Pass Delivery
Attendees receive dynamic QR passes on screen, in email, and can download high-resolution offline printable PDFs.
Gate Scanning & Payouts
Staff scan QR passes using camera phones with duplicate detection; earnings settle to your bank account automatically.
Built for high volume with automated bank recovery
Every workflow features real-time bank webhook reconciliation, idempotency locks, automated abandoned checkout recovery, and instant self-serve pass retrieval.
Start with a proven template
1-click deployment for client onboarding — fully customizable in the builder.
What your attendees and your team see
Zero friction for respondents, full command and analytics for organizers.
What clients see
- One onboarding form instead of a long email thread
- Uploads for documents and brand assets
- A signature field for your terms
- A copy of their answers by email
What you see
- Every response in a table, with files and signatures
- Stages, tags, ratings and notes on each response
- Email a respondent straight from the dashboard
- Responses as a CSV, and an email when new ones arrive
What it costs
Free to create and test. When you sell paid tickets or bookings, a managed commission (2%–10%) applies per successful transaction — zero monthly subscriptions, zero separate gateway fees.
Explore Complete Pricing ModelNet Creator Payout
₹1,90,000
- Per project retainer to you
- ₹23,750
- Managed platform commission (5% · 2%–10% range)
- ₹1,250 each
- Attendee checkout price (incl. convenience fee)
- ₹25,500
Custom solution for client onboarding
Prefer not to configure questions and pricing yourself? Our engineering team designs the complete custom workflow, sets up custom domains, and provides live event day support.
Your custom deployment includes:
- Onboarding portal in your agency’s brand
- Brief, documents and access details in one form
- Agreement signature and advance payment
- Every client’s details in one dashboard
- Your own domain with HTTPS
- Design in your brand — logo, colours, photos
- Set up and tested by our team, with launch support on WhatsApp
Direct WhatsApp contact +91 95745 10371 • Transparent quote before launch
- 01Tell us what you needA short WhatsApp chat about your business, your customers and how you work today.
- 02We design & buildYour website, booking or application flow, payments and dashboard — on your own domain, in your brand.
- 03Review & launchYou try everything, we refine it together, then go live and share your link.
- 04We stay with youChanges, new pages and seasonal updates whenever you need them — just message us.
Frequently Asked Questions
Common questions about launching client onboarding pages on KwikUp.
Can clients upload large zip files and design files?+
Yes! Secure file uploads allow clients to upload brand assets and documents.
Can I collect project advance payments?+
Yes. You can attach project deposits or setup fees directly to the intake form.
Can clients sign our agreement in the form?+
Yes. Add a signature field so clients sign your terms while onboarding; the signature is saved with their response.
Category: Business & Operations
Related Business & Operations Workflows
Ready to launch your client onboarding page?
Start with a ready-made template or let our AI generator draft your questions. Free to start — collect responses in minutes.