Onboarding & approvals

Vendor onboarding without manual data entry

Join link → application → approval → live on your list.

Stop typing vendor details from email attachments. Share a vendor onboarding link, collect structured applications, accept terms, and approve before publishing to your directory.

The problem

  • Vendors email logos and bios in inconsistent formats
  • No record of who accepted your terms
  • Admins retype the same fields into a spreadsheet
  • Onboarding bottleneck limits list growth

What you get

Custom join URLs

Per-list join links you share in groups, emails, and bios.

Structured applications

Business name, category, contacts, service area, and message.

Terms acceptance

Timestamp when vendors accept your list rules.

Admin review queue

Pending, approved, and declined status in your dashboard.

Auto hub record

Approved vendors become hub records — ready to publish.

Campaign links

Track signups from Facebook, email, or flyers separately.

How it works

  1. 1

    Enable signup

    Turn on vendor applications and set your join terms.

  2. 2

    Share join link

    Post in your group, email vendors, or add to your bio.

  3. 3

    Review & publish

    Approve applications — they appear on your public list.

Built for

Group adminsRealtorsHOAsEvent planners

FAQ

Can I charge during onboarding?
Pro supports paid joins — vendors pay you directly, then you verify and approve.

Related solutions

See also: Use case — vendor signup page

Ready to launch your vendor platform?

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