🚀 Upflow Onboarding Guide - Introduction - Upflow

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:
- 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

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.

👉 Let’s get started: Step 1 - Sign up & sync your data

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