Getting Started

Welcome Onboard!

Getting started with a new system can feel overwhelming. Between learning something new, making setup choices, and worrying about mistakes, it’s easy for things to feel more complicated than they need to be. We understand, adopting new software isn’t always straightforward.

That’s why we’ve broken the process down into a clear, step-by-step guide designed to help you move forward with confidence. Instead of trying to do everything at once, we recommend following the path below, which reflects how most of our successful customers get up and running quickly and smoothly. Each step builds on the last, so you can focus on what matters right now without feeling overwhelmed.

Let's get started!

Step 1: Set Up Your Core Business Settings & Integrations

First things first, it’s time to configure the core settings that power your account. This step focuses on establishing the foundations of your business within the platform — including business details, users and permissions, branding, integrations, and overall account preferences.

Setting these up early ensures your system reflects how your business actually operates. Adding users defines who has access and what they can do, branding helps create a consistent experience, and integrations connect your existing tools so everything works seamlessly together. Taking a few minutes to configure these essentials now helps prevent friction later and ensures a smoother experience as you begin using the system day to day.

Here is a help article to assist with getting you started

Manage Business Details and Setup Payments | onboardme help center

Integrations

Start by connecting the tools you already use. Integrations allow data to flow seamlessly between systems, reducing manual work and keeping everything in sync. We recommend enabling your key integrations early so they’re ready when you begin using the platform

Here is a help article to assist with getting you started

Integration Connection Options | onboardme help center

Users

Next, add your team members and assign the appropriate roles and permissions. This ensures everyone has the right level of access and can work efficiently without confusion. You can always adjust permissions later as your team grows or responsibilities change.

Here is a help article to assist with getting you started

Add, edit or remove users | onboardme help center

Branding

Customize the platform to reflect your brand. Adding your logo, colors, and other brand elements helps create a consistent, professional experience for both your team and your customers. Here is a help article to assist with getting you started

Customise your branding | onboardme help center

Business Settings

Finally, configure your core business details and preferences. This includes things like company information, default settings, multi factor authentication, and automated reminders that shape how the system behaves. Getting these right upfront helps ensure the platform aligns with how your business runs day to day.

Step 2: Set Up Your Templates

To make things easier from the start, we recommend setting up your templates. Templates provide a solid foundation by defining your structure upfront, so you’re not making the same decisions over and over as you go. By setting these up first, you ensure consistency across your workflows and save time later when you start creating real data.

Starting with templates also helps reduce errors and uncertainty. Once your templates are in place, the rest of the setup becomes faster and more intuitive — you’ll know exactly where things belong and how they’re meant to work. Defining these upfront ensures consistency, saves time, and helps deliver a smooth, professional experience from first contact through onboarding.

Services & Packages

Start by defining the services you offer and how you would like to set them up. We have a list full of services already, but we know how customising them to suit your business is important. This creates a clear structure for proposals and helps ensure pricing, inclusions, and delivery are consistent across your business. After customising the services, you can then use them to create your own packages to personalise your client offering.

Here is a help article to assist with getting you started

Proposal Packages | onboardme help center

Proposal Services | onboardme help center

Import your Menu of Services | onboardme help center

Import your Proposal History | onboardme help center

Proposal Templates

Create proposal templates that reflect your offerings and brand. Templates allow you to generate proposals quickly while ensuring messaging, layout, and terms remain consistent.

Here is a help article to assist with getting you started

Proposal Templates | onboardme help center

Welcome Notes

Set up welcome notes to introduce clients to your business and outline what they can expect next. This helps establish trust and sets the tone for the relationship from the very beginning.

Terms & Authority

Add your standard terms, conditions, and authority language. Having these predefined ensures every proposal and agreement includes the correct legal and compliance information.

Proposal Attachments

Upload any supporting documents you commonly include with proposals, such as brochures, FAQ or additional terms. This keeps everything organized and easy to reuse.

eForms

Create digital forms to collect the information you need from clients. eForms streamline data collection and ensure nothing is missed during onboarding or proposal setup.

Here is a help article to assist with getting you started

eForms | onboardme help center

eForm Templates | onboardme help center

Checklists

Build checklists to guide both your team and your clients through key steps. Checklists help keep everyone aligned and ensure important tasks are completed in the right order.

Emails

Set up email templates for common communications. Pre-written emails save time and ensure messaging stays consistent and professional across every interaction.

Here is a help article to assist with getting you started

Customise email templates | onboardme help center

Ethical Letters

Add any required ethical or compliance letters relevant to your services. Defining these once helps ensure they’re included whenever necessary and meet regulatory requirements.

Here is a help article to assist with getting you started

Ethical letter templates | onboardme help center

Onboarding Documents

Finally, upload and configure your onboarding documents. These materials help new clients get started smoothly and provide clear guidance on next steps.

Step 3: Account Setup

Before you start sending proposals or onboarding clients, it’s important to ensure you are ready to go. Completing these steps upfront helps avoid delays and ensures a smooth experience for both you and your clients.

Add Payment Method

Add your preferred payment method so you’re ready to start sending payment requests and purchasing any extras included in your workflow without delay. Having this set up upfront helps avoid interruptions and ensures a seamless experience as you move through proposals, onboarding, and client engagement.

Top Up Your Wallet

Once your payment method is added, top up your wallet to cover platform usage and any applicable fees. Keeping your wallet funded ensures uninterrupted service and allows everything to run smoothly in the background.

Step 4: Enable Payments

Connect and enable Pinch payment platform to start getting paid securely and reduce outstanding debtors. By letting clients pay directly through the integrated system, you streamline collections, improve cash flow, and make it easier for clients to settle invoices on time, all without leaving the platform.

Pinch Payments - Setup a new Pinch Account | onboardme help center

Pinch Payments - Link your existing Pinch Account | onboardme help center

You’re All Set!

Now that your account, templates, core settings, content, and payment systems are configured, you’re ready to start onboarding and engaging your clients with ease. Everything is set up to ensure consistency, save time, and provide a smooth, professional experience from the very first interaction.

Take the first step with confidence, knowing your workflows, communications, and payments are all ready to go. Your clients’ journey just got a whole lot simpler, and so did yours!