Welcome to Upflow! This guide will walk you through your configuration from setup to go-live.
⏱️ Most teams complete this over just a few days or at most a few weeks.
📍 How to use this guide
- Focus on one step at a time
- Each step includes tasks to complete, key decisions, and validation
- Some steps are blocking — don’t skip ahead
- 🆘 If you get stuck at any step:
🧭 Your Progress
| Step | Topic | Est. Time |
|---|
| Step 1 | 🔌 Sign up & sync your data | 30–60 minutes (+ time for the initial sync to complete) |
| Step 2 | 👥 Manage your team | 30–60 minutes |
| Step 3 | ⚙️ Configure your settings | 1-2 hours |
| Step 4 | 💳 Collect online payments | 30-60 minutes |
| Step 5 | 📝 Configure workflows & automation | 2–4 hours |
| Step 6 | 🚀 Go live (and final checks) | 30–60 minutes |
Tip: Follow along with your onboarding checklist and check each step as you go. If you have not received a dedicated onboarding checklist, please get in touch.
