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All CollectionsOnboarding Flows ⚑️
Using a flow when adding a new client πŸ”¨
Using a flow when adding a new client πŸ”¨
Abdul avatar
Written by Abdul
Updated over 9 months ago

Use Onboarding Flows to instantly set up your client's account when you add them manually

NOTE: In the previous article, we showed you how to create your first onboarding flow, this will continue off from there.

1. Start by adding a new client

2. Select an Onboarding Flow and click 'Add Client'

3. What happens once you add this client?

It will create the account and instantly set up their profile based on the flow you picked.

This is what it would look like πŸ‘‡

That's it πŸŽ‰

If you have any questions or need help you can use the live chat on the website or send us a message on Instagram @hubfit.io

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