Onboard clients.The way it shoul
Basixly gives every client a branded onboarding portal. Send one link to collect the details and assets you need — then track it all. No logins required.
How it works
Three steps to done.
No complex setup. No training your clients. Just a link that works.
Create a client & template
Add the client, then choose an onboarding template that defines exactly the info and assets you need.
Send a branded email
One click sends a polished onboarding email with a secure link — no logins, no accounts for your client.
Track everything
Client details and assets land straight in your dashboard. Approve, request changes, and stay organised.
Features
Everything you need.
Built for creative teams tired of chasing clients for files.
One-click onboarding
Build reusable templates and onboard a new client with a single branded email.
On-brand experience
Your logo, colours and voice on every client email and onboarding portal.
Info + asset intake
Collect company details, brand info and files together in one simple flow.
Approval workflow
Approve, reject, or request revisions with one click. Clients get notified instantly.
Security
Security built in.
Client information and files are handled with the same care as your own.
Unique links only
Every portal is reached through its own long, random link. Nothing is open to browsing.
No client passwords
Clients never create an account or a password, so there is nothing for them to lose.
Only what you ask for
Your template decides every question and file request, so nothing extra is ever collected.
Screened on arrival
Everything a client submits through a public link is checked and cleaned before it reaches your dashboard.
What's new
Latest updates.
New features, improvements, and fixes as we ship them.
We ship continuously
Get started
Start onboarding
clients today.
Set up your first onboarding template in under a minute. 7-day free trial, no card required.