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Hubflo Quick Start Guide
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  • 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
      • ☑️Tasks
      • 💬Client Messaging
      • 🖇️Embeds
      • 🔔Client Portal Notifications
      • 🕵️‍♂️Testing the portal
    • 👀Projects
    • 📩Connect your email/calendar
    • 📱Install the Hubflo apps
    • 💰Billing
      • ℹ️Set 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
    • 🛠️Setup custom fields
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💰Billing

ℹ️Set up your personal and business info💰Connect Stripe to collect payments🔗Connect to Quickbooks🔗Connect to Xero
PreviousInstall the Hubflo appsNextSet up your personal and business info

Last updated 6 months ago