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.

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.

Authorised Representative ID *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Required for proof of the authorized representative’s name and identity document number. Upload a clear copy of a government-issued identification document. Example - ID: South African ID card/book or passport

Proof of Business Name *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Required for proof of the business/practice name and business registration. Upload an official business registration or accepted business document showing these details. Example - CIPC CoR14.3, company registration certificate, CIPC disclosure, or official/certified practice letterhead where applicable.

Proof of Business Address *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Required for proof of the physical business/practice address. Upload an accepted document that clearly shows the business or practice address. Example - practice bank statement, municipal/rates account, recent telephone account, or another provider-accepted proof showing the physical address

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

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.