After setting up your custom onboarding process, you may want to check that my custom onboarding process is working properly before sending an invite to an actual Vendor.
- To do this, invite yourself as a Vendor at a different email address than the one you use for your existing Liquid login. If you have an existing Vendor account, you can invite yourself with the email address you use for that separate acccount.
- Then, log out of Liquid.
- Find the email that you received and press the link to create your new account as a Vendor.
- Create the account with the email address that you invited yourself to. If you already have a Vendor account, log in to that account.
- Complete the onboarding process.
- Upon completing the onboarding process, review the documents that were completed. You can do this either as the Client or the Vendor by clicking the Vendor card or the Client card.