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Creating Your First Onboarding Flow

Welcome to 360Onboard! This guide walks you through creating your very first onboarding flow — the survey, contract, payment, and access setup you'll send to a client when they sign on.

What is an Onboarding Flow?

An onboarding flow is the series of steps your client moves through after they say yes. It's a single, branded link that can collect intake answers, get a contract signed, take a payment, book a kickoff call, and request access to their accounts — all in one place.

Two Ways to Build Your First Flow

There are two paths to a finished flow. Both produce the same end result, and you can mix and match — even an AI-generated flow is fully editable afterward.

The fastest path, and the one most new users take. You describe your business in a sentence or two, and the AI scaffolds a complete flow — welcome tutorial, intake questionnaire, generated service agreement, Stripe payment, calendar booking, and the email automations between every step. It takes about five minutes from prompt to a sharable link.

For the full walkthrough, see Build an Onboarding Flow with AI.

Option 2: Build It Manually

Prefer to drive every step yourself? You can. From the dashboard, click the blue + Create Flow button in the top-right corner, pick client flow or employee flow, and skip the AI prompt — you'll land in the empty builder where you can add steps one at a time.

The Step Types You Can Add

Manually or via AI, every flow is built from the same set of step types:

  • Questionnaire — collect intake info (short text, email, number, long text, date, dropdown, file upload, color, info block, table, matrix).
  • Tutorial — teach the client something (text, video, image, GIF, inline answer field, numbered steps; pre-written templates for common platforms).
  • E-Signature — get a document signed with drag-and-drop signature, initials, date, name, and dynamic fields.
  • Schedule — embed Calendly or any scheduler so the client books a kickoff call without leaving the flow.
  • Payment — collect money via Stripe (fixed amount or dynamically calculated, one-time or subscription).
  • Platform Access — request access to the client's third-party accounts (Google, Meta, LinkedIn, TikTok, and more) via one-click OAuth or guided step-by-step instructions.

For a deep dive on every step type and the fields inside each one, see Every Step Type in 360Onboard Explained.

Naming Your Flow

At the top of the builder, click Untitled Flow and give it a meaningful name — something like "Client Onboarding — Social Media Package" or "Q2 New Clients." This name is internal; clients see your branded headline, not the flow name.

A Simple Example Flow

Here's a five-step flow that covers most agency onboardings:

  • Step 1: Tutorial — welcome video and what to expect.
  • Step 2: Questionnaire — business name, website, goals, brand assets.
  • Step 3: E-Signature — service agreement.
  • Step 4: Payment — Stripe checkout for the first invoice.
  • Step 5: Schedule — kickoff call booking.

That's the shape of most flows people build first.

What's Next?

Last updated on 2026-05-24

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