Interactive Demo

    BoardingPass automates client onboarding with professional intake forms, file uploads, and progress tracking.

    This demo lets you experience both sides: the internal dashboard where you manage clients, and the client-facing portal they complete. No login required.

    What This Demo Shows:

    • Dashboard view: See real-time analytics and client progress tracking
    • Client portal: Complete a 4-step onboarding with forms, file uploads, and scheduling
    • Guided tour: Interactive walkthrough explains each feature as you explore

    Fully Interactive

    Fill forms, upload files, and complete steps

    Client View

    See exactly what your clients experience

    No Login Required

    Try it instantly without creating an account

    Interactive Demo ModeClick Through Experience

    Dashboard Overview

    Track all your client onboardings in one place

    Active Onboardings

    12

    +3 this month

    Completed

    47

    98% completion rate

    Needs Attention

    3

    Overdue steps

    Recent Clients

    Acme Corp
    contact@acme.com
    75%
    Complete
    active
    TechStart Inc
    hello@techstart.io
    100%
    Complete
    completed
    Design Studio
    team@design.co
    45%
    Complete
    active

    This is demo data. Switch to "Interactive Client Portal" to experience the flow!