Onboarding Automation
You can create automated onboarding flows to instantly setup new clients. This process can include tasks such as add clients into a community or uploading resources to their personal vault, all performed seamlessly and without manual effort.
100% automated
Multiple options per field
Unlimited flows
Automation on Purchase
Onboarding flows can be linked directly to a package, allowing clients who purchase a package from your pricing page to be set up automatically. This means they will be onboarded without any additional effort on your part.
Attach flows to packages
Instant flow trigger
Easy set up
Adding Clients Automation
If you're manually adding a new client, you have the option to choose from any of your pre-existing onboarding flows.
Pick any flow
Triggered instantly
Instant Access
When clients purchase a package, you can configure it so they automatically receive instructions on how to access their profile. Combined with the onboarding flow, this feature allows for a completely hands-off approach.
100% automated access
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Custom branded email
