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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
      • โ˜‘๏ธTasks
      • ๐Ÿ’ฌClient Messaging
      • ๐Ÿ–‡๏ธEmbeds
      • ๐Ÿ””Client Portal Notifications
      • ๐Ÿ•ต๏ธโ€โ™‚๏ธTesting the portal
    • ๐Ÿ‘€Projects
    • ๐Ÿ“ฉConnect your email/calendar
    • ๐Ÿ“ฑInstall the Hubflo apps
    • ๐Ÿ’ฐBilling
      • โ„น๏ธSet up your personal and business info
      • ๐Ÿ’ฐConnect Stripe to collect payments
      • ๐Ÿ”—Connect to Quickbooks
      • ๐Ÿ”—Connect to Xero
      • Advanced
        • ๐Ÿ”Recurring invoice/Subscriptions
        • ๐Ÿ›’Create your catalog of services
    • ๐Ÿ› ๏ธSetup custom fields
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Learn more about the portal

โ˜‘๏ธTasks๐Ÿ’ฌClient Messaging๐Ÿ–‡๏ธEmbeds๐Ÿ””Client Portal Notifications๐Ÿ•ต๏ธโ€โ™‚๏ธTesting the portal

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Last updated 6 months ago