Receptify Onboarding

Receptify Account Onboarding

Welcome! Please fill out the onboarding form below. This helps us set up your Receptify account tailored to your business.

Enter all information that’s relevant to you or your business.
Required fields help us configure your setup correctly.
If you’re unsure about something, leave it blank or note your best guess—you can always update it later.
Once submitted, our team will review and reach out if we need any extra details.
Your info lets us personalise your experience from day one.

Business & Owner Information

Business Name (Legal) *

Trading Name (if different)

ABN/ACN *

Industry (Choose:)

Address

Street Address

City

State

Country

Postal Code

Mailing Address

Main Contact Name *

Contact Role

Business Email *

Business Phone *

Phone Number Registration (AU Compliance)

Registered Business Name (as per ABN)

Full Business or Individual Owner Address

Type of Business

Government-Issued ID

Proof of Address

ASIC Extract

https://asicconnect.asic.gov.au

Go to the ASIC Connect website: https://asicconnect.asic.gov.au
On the top right, find the section "Search ASIC Registers".
In the dropdown, select "Organisation and Business Names".
Enter your company name or ABN.
Select your company from the search results.
Scroll to the section “Company extract,” then select "Current company information".
Add it to your cart and proceed to checkout.
Pay the required fee (usually $10–$20).
Enter your email address during checkout, and after payment, you’ll receive a link to download the PDF extract via email

Consent for Identity Verification

Yes

Preferred Area Code/Location for Business Number

Do you need a Toll-Free or Local Number?

Communication Preferences

Main Communication Channel

Preferred Contact Times

Who should receive leads/notifications?

App & Integration Requirements

Which tools do you already use and want connected?

CRM Migration Needed?

Current Website Platform

Social Media Profiles

Payment & Billing

Payment Method

Billing Address

ABN/ACN for Invoicing (if separate)

Accounts/Bookkeeping Contact Name

Automatic Billing Authorisation

Yes

GST Registered?

Yes

Workflow & Automation Essentials

Core Services Required

Automation 1
Automation 2
Automation 3
Automation 4

Fill in the details of required automations for the business

Usual Job Locations/Areas served

Average Weekly/Monthly Leads

Appointment Booking Preference

Pipeline Stages Needed

Team Members (Name, Role, Email, Phone)

Team Member 1
Team Member 2
Team Member 3

Brand Assets & Setup

Brand Logo

Brand Photos

Brand Colours

Service/Product Pricing Table

Any required Document Templates (Quotes, Invoices)

Additional Information

How did you hear about us?

Any competitor websites you like?

Notes or Special Requests

Receptify