Client onboarding is the process of collecting the information needed to set up and support a new customer under the actual offer. For a viewing service, relevant details can include device, player, requested term and agreed access limits. Clear onboarding reduces avoidable setup mistakes without requiring unnecessary personal information or public sharing of credentials.
A practical example
A reseller confirms the customer's television platform and chosen player before issuing the supported account format. Recording the agreed term and support route alongside that setup helps the next conversation begin with useful context rather than repeating every question from the start.
A common misunderstanding
Do not collect more private data than the task requires or treat a generic device name as enough for installation advice. Platform, model and app edition can affect the supported setup.
Related terms
General operational definition; actual service terms remain separate. Editorial approach