How to cancel or reopen a PD Onboard run in Blesta

Category - PD Onboard

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How to create and target a PD Onboard checklist in Blesta
Use PD Onboard in Blesta: create a checklist, select targets and understand matching priority.
How to add questions and staff tasks to a PD Onboard checklist in Blesta
Use PD Onboard in Blesta: add questions, required steps and internal staff tasks.
How to duplicate or pause a PD Onboard checklist in Blesta
Use PD Onboard in Blesta: make a paused checklist variant and preserve existing onboarding work.
How to choose when PD Onboard starts automatically in Blesta
Use PD Onboard in Blesta: choose activation or order-placement timing and check the matching checklist.
How to start PD Onboard manually for an existing customer in Blesta
Use PD Onboard in Blesta: start an existing customer checklist and check the service-context limits.
How to review PD Onboard answers and complete staff tasks in Blesta
Use PD Onboard in Blesta: review answers, mark staff work done and reopen steps correctly.
How customers return to a PD Onboard checklist in Blesta
Use PD Onboard in Blesta: help customers return to saved progress and diagnose a missing checklist.
How to configure PD Onboard reminders and stalled alerts in Blesta
Use PD Onboard in Blesta: configure Pro reminders, stalled alerts and deliberate manual reminders.
How to add DNS and website confirmation checks to PD Onboard in Blesta
Use PD Onboard in Blesta: configure Pro DNS and website checks and interpret inconclusive results.
How to collect and review files with PD Onboard Pro in Blesta
Use PD Onboard in Blesta: collect files with Pro, review upload limits and check private storage.
How to set the PD Onboard completion message and email in Blesta
Use PD Onboard in Blesta: set the finish message and understand completion-email triggers.
How to cancel or reopen a PD Onboard run in Blesta
Use PD Onboard in Blesta: cancel or resume an onboarding run without treating deletion as a reset.
PD Onboard for Blesta: build a customer onboarding checklist
Learn how PD Onboard works in Blesta, what to prepare and how to check your first setup.
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