> ## Documentation Index > Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt > Use this file to discover all available pages before exploring further. # How to onboard a customer > Create a customer profile and get them ready to use their portal. ## Overview As a partner or agency, onboarding a customer is the first step to setting up their portal experience. In the Partner Portal, customer onboarding is designed to be fast. ## What you’ll need * Customer name and contact details * Which portal URL you want to use (subdomain or custom domain) ## Before you onboard customers Make sure your whitelabel portal is set up: * A subdomain or verified custom domain is configured * Customer portal is enabled If it’s not complete, Knotie AI Pro will show a reminder banner inside Customers. ## Steps 1. In the Partner Portal, go to **Customers**. 2. Click **Quick Onboard**. 3. Fill in the customer details. 4. Confirm and submit. ## Free Forever limits On Free Forever, you can onboard up to **2 customers**. If you reach the limit, the app will show an upgrade prompt. ## After onboarding From the Customers list you can: * Open **Manage** to change customer settings * **Preview** the customer portal (opens a temporary preview window) * **Reset** the customer’s portal password * **Block** portal access if needed ## Screenshots Knotie AI Pro Customer List — onboarded customers with Manage, Deploy Agent, Preview, Reset, and Block actions, plus the Quick Onboard button Quick Customer Onboarding modal — First/Last Name, Email, Company, Business Phone, Monthly Call Volume, and an Allow Portal Access toggle ## Next steps * Configure portal modes and what sections the customer can see * Import or create an agent and map it to the customer * Set up email domain (optional)