> ## 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.

# 🚀 Upflow Onboarding Guide - Introduction

> Walk through Upflow's six-step onboarding journey, from initial setup to go-live, with most teams completing the full configuration in a few days to weeks.

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](https://docs.upflow.io/en-us)
    <Frame>
      <img src="https://mintcdn.com/upflow-04dc27cd/Bz1S0BMa1yA74EzO/images/download.png?fit=max&auto=format&n=Bz1S0BMa1yA74EzO&q=85&s=d7f03db302c200d3d2ce94faeb15c594" alt="Download" width="846" height="106" data-path="images/download.png" />
    </Frame>
    [**Contact the support team**](https://support.upflow.io/hc/en-us/requests/new)

***

## 🧭 Your Progress

| Step       | Topic                                                                                           | Est. Time                                               |
| :--------- | :---------------------------------------------------------------------------------------------- | :------------------------------------------------------ |
| **Step 1** | [🔌 Sign up & sync your data](/en-us/essentials/get-started/step-1-sign-up-sync-data)           | 30–60 minutes (+ time for the initial sync to complete) |
| **Step 2** | [👥 Manage your team](/en-us/essentials/get-started/step-2-manage-your-team)                    | 30–60 minutes                                           |
| **Step 3** | [⚙️ Configure your settings](/en-us/essentials/get-started/step-3-configure-your-settings)      | 1-2 hours                                               |
| **Step 4** | [💳 Collect online payments](/en-us/essentials/get-started/step-4-collect-online-payments)      | 30-60 minutes                                           |
| **Step 5** | [📝 Configure workflows & automation](/en-us/essentials/get-started/step-5-configure-workflows) | 2–4 hours                                               |
| **Step 6** | [🚀 Go live (and final checks)](/en-us/essentials/get-started/step-6-go-live)                   | 30–60 minutes                                           |

<Warning>
  **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.
</Warning>

***

👉 Let's get started: [**Step 1 - Sign up & sync your data**](/en-us/essentials/get-started/step-1-sign-up-sync-data)