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.Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
📍 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:
- refer to your onboarding checklist
- Ask AI
Contact the support team
🧭 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 |
👉 Let’s get started: Step 1 - Sign up & sync your data