What is this?
Onboarding flows let you create a structured welcome experience for new clients. When a client joins, the onboarding flow automatically assigns questionnaires, check-ins, programs, and sends welcome messages in a predefined sequence.
Why it is useful
First impressions matter. A smooth onboarding experience makes clients feel taken care of from day one. Instead of manually sending forms and messages to each new client, the onboarding flow handles it automatically.
Use Cases
- Automatically sending an intake questionnaire when a new client joins
- Assigning a starter program on day one
- Sending a welcome message sequence over the first week
- Setting up recurring check-ins after the initial onboarding period
Step-by-Step Guide
Creating an Onboarding Flow
- Click Onboarding in the sidebar
- Click Create Onboarding
- Give it a name and description
- Add steps to the flow:
- Assign questionnaire at signup
- Send message on day 1
- Assign program after questionnaire is completed
- Assign check-in on week 2
- Set the timing for each step (immediately, after X days, after previous step)
- Click Save and Activate
[Screenshot: Onboarding builder with step sequence]
Assigning an Onboarding Flow to New Clients
- When adding a new client, select an onboarding flow
- Alternatively, you can set a default onboarding in your settings
- The flow starts automatically when the client creates their account
[Screenshot: Add client form with onboarding flow selection]
Monitoring Onboarding Progress
- Go to the Onboarding page
- You see all active onboarding processes
- Each shows the client name, current step, and completion status
[Screenshot: Onboarding page with active processes and progress indicators]
Things to Note
- Each onboarding flow can have multiple steps with different timing
- You can create different onboarding flows for different client types
- Onboarding steps execute automatically based on the timeline you set
- You can pause or cancel an onboarding for a specific client if needed
FAQs
Can I have multiple onboarding flows?
Yes. Create different flows for different coaching packages or client types.
What happens if a client does not complete a step?
The flow continues to the next timed step. You will be notified of incomplete steps.
Can I edit an onboarding flow after activating it?
Yes. Changes apply to new onboardings. Clients already in progress continue with the original flow.