video1.0<iframe src="https://www.loom.com/embed/320c3c63b651488194b11d3288c8c656" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/320c3c63b651488194b11d3288c8c656-9e79106ad43cb2c1.gif473.9In this video, I walk you through the process of customizing our sign-up form for Fidu, specifically for individual clients. We start by ensuring we have the essential fields: first name, last name, and email address, while removing unnecessary questions to streamline the sign-up process. I emphasize the importance of limiting information to what we need for our engagement agreement and conflict checks. Additionally, I demonstrate how to set the client name template to use the user's first and last name when working with individuals. Please make sure to follow these steps to ensure a smooth onboarding experience for our clients.