Embed client onboarding directly into your own product or portal
Run client onboarding inside your website, app, or client portal - without sending users elsewhere.
Don't send clients away to get onboarded
Every extra redirect adds friction.
When clients are sent to external links during onboarding, context is lost. They leave your product, your portal, or your flow - and completion rates drop. For some agencies, that's just annoying. For others, it breaks the entire experience.
AgencyAccess lets you embed onboarding directly into your own interface. Clients stay where they already are, while you collect access, intake information, and onboarding steps in the background.
Seamless integration with your existing website and client portal.
See embedded onboarding in action
Watch how agencies embed onboarding into their own tools, portals, or internal systems.
In this demo, you'll see:
No login required. This is the exact flow your clients experience.
Why embedded onboarding works better
Keep clients in your flow
Onboarding happens inside your product, portal, or dashboard — not on an external page.
Increase completion rates
Fewer context switches means fewer drop-offs and faster onboarding.
Maintain full brand control
Clients never leave your environment, reinforcing trust and continuity.
Embed onboarding in 3 steps
Choose what to embed
Select the onboarding flow you want to embed (access, intake, or both).
Add the embed to your interface
Use a simple embed snippet to place onboarding inside your site or app.
Clients complete onboarding inline
Setup happens seamlessly without redirects or extra steps.
Built for advanced agency workflows
Embedding works especially well if you use a custom client portal, have an internal onboarding dashboard, offer onboarding as part of a productized service, or want full control over the client experience.
Trusted by 500+ agencies What our customers say
Ruben Runneboom
Co-founder @ Taskforce Agency
Embedding onboarding into our portal made a noticeable difference. Clients completed setup faster because nothing felt disjointed.
Tom van Bodegraven
Teamlead SEA @ Endeavour
Keeping onboarding inside our own interface helped us maintain momentum. No redirects, no confusion.
Embedding onboarding flows works well for SEO agencies , PPC agencies , and ecommerce agencies to streamline client onboarding.
Frequently asked questions
Where can onboarding be embedded?
Does embedding work with branding and custom subdomains?
Can we choose which parts of onboarding to embed?
Is embedding secure?
Keep onboarding where it belongs
Collect access and information without sending clients elsewhere.
