Practice Details:

Practice Name *

Enter your practice name

Registered/legal business name *

Enter the legal business name shown on your supporting documents.

Practice phone number *

This is the existing/main number patients currently call.

Practice email address *

General practice contact email.

Practice physical address *

Street address used for the practice and verification.

Business/operating hours *

Monday–Thursday 08:00–17:00, Friday 08:00–13:00, closed weekends.

Authorized Representative Details:

Full Name *

Full name of the person authorized to complete this onboarding and phone-number verification.

Phone *

Mobile number for the authorized representative.

Role / Position *

For example: Orthodontist, Practice Owner, Director or Practice Manager.

Email *

Email address for onboarding confirmation and setup communication.

Documents:

Authorised Representative ID *

Click to upload

Acceptable Document - Government - issued photo I.D, Must be a color copy.

Proof of Business Name *

Click to upload

Acceptable Documents - Official CIPC issued document showing Business Name and Registration Number OR Certified business letterhead(or similar document)

Proof of Business Address *

Click to upload

Must be within South Africa: a PO Box is not acceptable. Acceptable Documents - Bank Statement( Private financials can be covered, Only the address is needed), Municipal rates or tax invoice, Recent telephone account statement, Or a New motor vehicle license.

Deskflow Setup:

Call notification email *

Enter the practice email address that should receive DeskFlow call summaries and potentially urgent enquiry notifications.

Staff requiring DeskFlow access *

List each staff member who should have access to DeskFlow, including their full name, email address and role. If only you require access, enter your own details. Example: Name - Role - Email

Review & Submit

Please review the DeskFlow legal and privacy documents below. The required confirmations must be completed by an authorised representative of the practice/business before submission.

DeskFlow Managed Services & Trial Agreement

DeskFlow POPIA Operator & Data Processing Addendum

DeskFlow Privacy Policy

DeskFlow PAIA Manual

Required confirmations

Agreement Acceptance *

I confirm that I have read, understood and agree to the DeskFlow Managed Services & Trial Agreement.

POPIA Acceptance *

I confirm that I have read, understood and agree to the DeskFlow POPIA Operator & Data Processing Addendum and authorise DeskFlow to process personal information on behalf of the Practice/Client for the enabled DeskFlow services.

Privacy Acknowledgement *

I acknowledge that I have had access to the DeskFlow Privacy Policy and understand how DeskFlow handles personal information.

Authorised Representative Confirmation *

I confirm that I am authorised to complete this onboarding and accept these terms on behalf of the Practice/Client.

Information Accuracy Confirmation *

I confirm that the information and supporting documents submitted in this onboarding are accurate to the best of my knowledge.

Trial Terms Confirmation *

I understand that, where an approved 30-day trial applies, the trial begins only on the live activation date confirmed by DeskFlow after setup, testing, training and final activation are complete, and the trial does not automatically convert to a paid service.

Telecom Verification Authorisation *

I authorise DeskFlow to submit the identity and business verification documents provided through this onboarding to the applicable telecommunications/phone-number provider solely for the required phone-number and regulatory verification process.

Authorised Representative Signature *

Clear

By signing below, I confirm that I am the authorised representative identified in this onboarding submission and that the confirmations above are accurate.