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Hubflo Quick Start Guide
Go to Hubflo
  • Hubflo - Quick Start Guide
  • 1/ Get ready
  • 2/ Basic setup
  • 3/ Beta launch of your portal
  • Maximize client engagement
  • Video tutorials
  • Knowledge base
  • More
    • Learn more about the portal
      • â˜‘ī¸Tasks
      • đŸ’ŦClient Messaging
      • đŸ–‡ī¸Embeds
      • 🔔Client Portal Notifications
      • đŸ•ĩī¸â€â™‚ī¸Testing the portal
    • 👀Projects
    • 📩Connect your email/calendar
    • 📱Install the Hubflo apps
    • 💰Billing
      • â„šī¸Set up your personal and business info
      • 💰Connect Stripe to collect payments
      • 🔗Connect to Quickbooks
      • 🔗Connect to Xero
      • Advanced
        • 🔁Recurring invoice/Subscriptions
        • 🛒Create your catalog of services
    • đŸ› ī¸Setup custom fields
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Hubflo - Quick Start Guide

Hubflo is your new command center to manage your clients and collaborate with them.

Hubflo is powerful yet simple and easy on the eye. We designed it specifically for small businesses like yours that sell services. 😇 Hubflo is a powerful system but you can get started pretty quickly.

First, remember that you don't need to use every single tool or set up everything to get started. We recommend that you start with just a few tools (e.g forms, contracts, file sharing).

Main steps of a successful Hubflo implementation

Most of our clients are able to launch a first minimum viable version of their portal to a few customers within 1 to 2 weeks (3 to 4 weeks if you require a lot of customization)

Initial product discovery

You or someone from your team spends some time playing around with Hubflo (often during your trial).

Setup of your minimum viable portal

We start with a limited scope, usually 2-3 apps only (file sharing, forms, contracts or messaging) + the basics (branding, custom domain, etc.).

Beta test on 2-3 clients for a few weeks

We launch a first version to gather feedback from your clients.

Adjust & expand

We fine-tune your portal based on your clients' & team's feedback. We set up a few automations/integrations. You invite the rest of your client base.

Let's get started! đŸ”Ĩ

Also, we're here to assist you throughout your onboarding and Hubflo setup journey 🙂

Next1/ Get ready

Last updated 2 months ago

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