Start with the account, on the right site
Direct answer: register on the official clearance portal, not on an agency site that looks like one. The agency's institutional website and the clearance portal are two different sites, and there is a cluster of look-alike domains differing by a few characters. Which is which is covered in the page on the official site and how to spot imitations.
Three details are worth settling before you start. Use an email address you will still control in a year, because confirmations, reference numbers and status changes all go there. Keep the password somewhere retrievable, since password recovery depends on the same email and often fails after a number change. And register one account per person — helping a family member still means a separate account and a separate appearance.
The form: names, birth details, address, former names
Direct answer: most fields cause inconvenience if wrong; the name field causes the certificate itself to be unusable. What gets printed is exactly what you type, and it must match the identity document you present character for character.
Four fields cause most of the trouble for Chinese applicants. Surname and given name order — copy the passport's own boxes rather than writing left to right as in Chinese. Middle name — Filipinos almost always have one and mainland Chinese applicants generally do not, so follow the portal's handling rather than inventing one. Spacing and hyphens in two-character given names — reproduce the passport line exactly. Former names and names changed on marriage — declare them; leaving the field blank does not speed anything up and can become a discrepancy during manual checking.
These, and the document requirements behind them, are broken down in what documents are required and how to write your name.
One more field deserves its own mention: purpose. It determines how the certificate reads and therefore whether the receiving party will accept it. See which purpose to select.
Names and purpose are worth a second pair of eyes before you submit → have Yixing check your entries against your documents
Pick the branch first, the slot second
Direct answer: the booking system is national but capacity is released per branch, so choosing a time first tends to push you to a branch you cannot realistically reach.
When choosing a branch, weigh travel, the type of site (a main office and a mall-based satellite have different rhythms) and availability, since popular branches fill early. Official directories and how to read them are in where to apply: branches and the on-site steps.
When choosing a slot, leave the rest of that day clear and work backwards from your real deadline — see how to schedule the whole chain backwards. If nothing is available soon, the page on full calendars and rescheduling lists easier options than travelling further.
Two things still outstanding after the confirmation page
Direct answer: a confirmation page is not a booking. Payment has to clear and the reference number has to be live. This is the most common misunderstanding in the online half, and it usually surfaces on the day itself.
So: complete payment through one of the accepted channels, keep the reference number, and return to the portal to confirm the status — see how to pay and what to do if the portal does not update. Then prepare the visit itself: the appointment page, proof of payment, original identity documents, and appropriate dress. Being turned away at the door costs a whole slot.
Also note that one appointment normally yields one certificate. If an employer, an immigration filing and a bank all want an original, plan the quantity in advance — see how many copies to request, and what happens if one is lost.
Five ways people end up repeating the online half
Filling in the form on an unofficial site, so the data and sometimes the money go elsewhere while the portal holds no record. Writing the name in Chinese order, which fails verification on the day. Selecting a purpose at random and discovering later that the receiving party wanted a different one. Screenshotting the confirmation page without completing payment. And booking a slot that collides with the rest of the day — see the rescheduling page for what late and no-show actually mean.
None of this is difficult. It is simply unforgiving about consistency with your documents. Yixing (SEC registration CS202009551, BI accreditation CA-202624381-1) handles this line routinely, and one question beforehand is cheaper than one repeat.
Documents, purpose, branch and slot, arranged in one pass → let Yixing's settling-in team handle the online half
Frequently Asked Questions
How do I book an NBI clearance appointment online?
Can the whole thing be done online?
Is the confirmation page the same as a confirmed booking?
How should the name field be filled in?
Can I book for a family member?
Which of the sites I found is the official one?
How far in advance should I book?
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