Clear Spring Health
Onboarding

Issue

Our task was to rework the interface of onboarding in order to make this process convenient and easy. Since it is based on filling out the forms we redesigned them in accordance with the latest UI trends making them user-friendly and simple.

We have made a new system for sending invitations for the onboarding process. Now you can send an invitation to a specific person or send a mass mailing. It also became possible to send invitations to organizations.

Registration

We divided the cumbersome two-column registration form into three steps (three semantic groups). It is easier and more pleasant for people to fill out small forms. We used a single column design. When we use a one-column structure, the user's eyes move in a natural direction - from top to bottom along one line.

Before

Onboarding process

We reconsidered the onboarding process and tried to increase the “success rate” and reduce the filling time. We used a single column design which allowed to significantly reduce the cognitive load on the user.

Before

We automatically activate the first field in the form. Thus, we give a hint to the respondent where he should start and as a result significantly speed up the whole process.

Since there are a lot of questions in our form, we have divided them into semantic groups, adding EXTRA spaces or section names between them. This approach gives the respondent a feeling of gradually filling the form.

To significantly reduce the number of failures, errors, incorrect data, etc. we used restrictions on the data that the respondent can enter in the field.

Results

UI redesign made the onboarding process convenient and increased the respondents' satisfaction by reducing errors while filling the forms.

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