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Every Step Type in 360Onboard Explained (Questionnaire, Tutorial, E-Sign, Payment, Platform Access)

360Onboard ships with a small set of step types that, combined, can replace just about every tool you'd otherwise bolt onto a client onboarding — form builder, e-sign tool, scheduler, invoicing, and access-request workflows. This guide walks through every step type, what it's for, and the field-level options inside each one.

Where Step Types Live

Open any flow in the builder and make sure the Build tab is selected (top center of the screen — the tab row reads Build / Design / Workflows). When you add a step you'll see a "What's your first step?" picker with seven tiles:Questionnaire, Tutorial, E-Signature, Payment, Schedule, Platform Access, and Ephemeral. The rest of this article walks through each one.

Questionnaire Steps

Questionnaires are your standard form: ask a question, get an answer. Inside a single questionnaire step you can mix and match field types depending on what you need to collect.

Short Text

For one-line answers — a name, a company, a website. Use this whenever the response fits in a single line.

Email

Same as short text but the field validates the input as an email address before the client can move on. Use this any time you need a real email back.

Number

A numeric field. Use it for things like team size, monthly budget, or anything you'll later math against (handy when paired with dynamic-price payment steps — more on that below).

Long Text

A multi-line text area for paragraph-length answers — brand stories, descriptions of past campaigns, goals.

Date

A date picker. The client opens a calendar and picks a day — great for birthdays, project start dates, or launch targets.

A single-select dropdown of options you predefine. Use this when the answer should be one of a fixed set (industry, package tier, region).

File Upload

Let the client upload a file directly into the response — logos, brand guidelines, PDFs, recordings.

Color

A color picker. Instead of asking the client to type a hex code, they pick the color visually. Use this for brand colors so you don't have to chase a hex from them.

Info Block

A read-only text block that lives inside a questionnaire — useful when you want to say something between questions without breaking it out into its own step. The client just reads it; there's nothing to click or fill in.

Table

Also read-only. Lets you show a small data grid inside the questionnaire — for example a pricing matrix with columns for plans (Basic, Standard, Pro) and a row for prices. Useful when you want the client to see something laid out as a table before they answer the next question.

Matrix

A grid of related questions that all share the same set of answer options — yes/no, disagree/neutral/agree, and so on. Much faster for clients to fill out than asking the same question five separate times.

Pro Tip: A single questionnaire step can hold as many fields as you want. Reach for matrix when you have several related yes/no or scale-style questions instead of stacking individual fields.

Tutorial Steps

A tutorial step is for teaching the client something — how to grant access to a platform, how to find their API key, how to install a snippet, anything where they need instructions and not just a form field.

Inside a tutorial you can mix any of the following blocks:

  • Text — regular paragraphs.
  • Video — paste a video URL and it embeds inline; you can also upload your own.
  • Image — drop in a static image.
  • GIF — same as image, but animated, for showing a quick UI motion.
  • Answer — an inline answer field. Use this when you walk the client through getting something (an API key, for example) and want them to paste it without sending them to a separate questionnaire step.
  • Title — a heading, larger than body text. Pure formatting.
  • Description — a larger paragraph block for emphasis.
  • Steps — numbered instructions. Write each step on a new line and it renders as a numbered list automatically.

There are also tutorial templates for common agency tasks (granting Google Ads access, GoDaddy access, social platforms, etc.) — pick one and the content is pre-written for you.

Pro Tip: If you only need a tutorial to collect one piece of pasted info (like an API key), use the Answer block inside the tutorial instead of adding a separate questionnaire step. It's a much cleaner experience for the client.

E-Signature Steps

E-signature steps exist for one purpose: getting a document signed. Upload or paste in your contract (the AI can generate one for you — see Build an Onboarding Flow with AI), then drop signature fields on top.

The fields available are:

  • Signature — a draw-or-type signature box.
  • Initials — for short initials, separate from the full signature.
  • Date — a date the client fills in themselves (e.g. effective date).
  • Date signed — auto-filled with the date the client signs. Different from Date.
  • Name — full name.
  • Email
  • Company name
  • Title
  • Custom text — a free text field you can label whatever you want ("Mother's maiden name", anything you need that isn't in the standard list).
  • Checkbox — for "I have read and agree…" style boxes.
  • Dynamic content — pulls the answer from an earlier questionnaire field and writes it into the document. So if you asked for company name back in step 2, the dynamic field on the contract auto-fills with that answer when the client opens the signature step.

You can drag every field to the exact position you want it on the document. Click Preview to see what the client will see.

Pro Tip: AI-generated contracts are a starting point, not legal advice. Have your own counsel review any contract before sending it to real clients.

Schedule (Calendar) Steps

A schedule step embeds a calendar so the client can book time with you without leaving the flow. There are three ways to wire it up:

  • Link — paste a Calendly (or similar) URL and it embeds inline.
  • Button — for tools we don't auto-embed: the step renders as a button that opens the booking page in a new tab.
  • Custom embed code — paste your own iframe / embed snippet for any scheduler you want.

If you're using Calendly, the link option is what you want — it just works.

Payment Steps

Payment steps collect money. You pick a price, a payment processor, and (optionally) a subscription cadence.

Pricing modes:

  • Fixed amount — type in a number, e.g. $500 or $5,000.
  • Dynamic — calculate the price from an earlier answer. The classic example: ask "how many team members?" earlier in the flow, then set the price to team_members × $50 so it's calculated live.

Cadence for fixed pricing: one-time, weekly subscription, monthly subscription, or yearly subscription.

Payment processors: Stripe is supported today. Pabbly, RazorPay, and PayPal are rolling out next.

You can also enable coupons on the step so clients can apply discount codes at checkout.

Platform Access Steps

Platform access steps are how you request access to a client's third-party account (Google Ads, Meta, LinkedIn, TikTok, etc.) as part of onboarding. There are two flavors, and you'll see both on the step setup page side-by-side.

One-Click Platform Access

For platforms with OAuth support (Google is the canonical example). The client clicks Connect with Google, signs into their Google account in a popup, picks the account you should have access to, and 360Onboard handles the rest — the invite, the permission grant, all of it. From the client's side it's a single click.

Inside the step you choose which permissions you need (Google Ads account, Google Analytics property, Tag Manager container, Merchant Center, etc.) and they all flow through that one OAuth handshake. Look for the 1-click badge on the platform tile in the picker.

Guided Platform Access

For platforms whose APIs don't allow us to fully automate the access grant. Instead of leaving the client to figure it out themselves, 360Onboard ships with pre-written, step-by-step instructions (and the right deep links) for each one. The client follows the steps in the flow and grants you access manually — but it still typically takes under two minutes. Look for the Guided badge on the platform tile.

Either way, it's a much smoother experience than emailing the client a how-to doc and hoping for the best.

Putting It Together

Most real onboarding flows mix four or five of these step types — usually a tutorial welcome, a questionnaire for intake, an e-signature for the contract, a payment step, a schedule step for a kickoff call, and a platform access step or two at the end.

For a worked example of all of these strung together, see Build an Onboarding Flow with AI — the AI builder will pick the right step types for you based on a short description of your business.

What's Next?

Last updated on 2026-05-23

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