Onboarding

AgencyPro includes a workspace setup journey for your team and a customizable welcome experience for clients.

Workspace Setup

The setup journey includes personalization, portal setup, optional service extraction, team invitations, and a setup checklist. Review any extracted branding or services before using them with clients. The checklist helps you complete the remaining configuration after the initial steps.

Configure Client Onboarding

1. Open Workspace Settings > Onboarding.
2. Enable the client onboarding experience.
3. Choose Step-by-step, Documentation, Download, or a custom HTML/CSS template.
4. Edit the selected template's content. Add steps, reference material, or downloadable documents as appropriate.
5. Preview the result.
6. Save the settings.

You need manage_workspace_settings to configure and preview workspace onboarding. Use the template-specific editor rather than assuming every template has the same fields.

Client Experience

When onboarding is enabled, a client who has not completed it can open the welcome flow. The experience uses the workspace's selected template and content. Clients can complete the flow or skip it; both actions record onboarding as complete for that user.

Uploaded onboarding documents are available through the relevant download links. Check those downloads in the preview and client portal after replacing a document.

Troubleshooting

• Welcome flow not appearing: Check that onboarding is enabled and the client has not already completed or skipped it.
• Wrong content: Confirm the selected template and save changes in its editor.
• Document unavailable: Check the uploaded document and the link in the selected template.