# What your client sees in the onboarding hub

Your client signs, pays, reads your welcome packet, fills in the intake, connects accounts, books the kickoff and approves the strategy, all from one link.

7 min read. Updated 16 Oct 2026. Pro and Max only.

Walkthrough video (no sound): https://bucket.sociorolla.com/help/client-hub/67a01ac528257d93.mp4

## Before you start

- [Start onboarding and send the hub link](https://sociorolla.com/help/client-onboarding/start-onboarding)

## Steps

1. Your client opens the link from their onboarding email, or the one you sent with **Copy hub link**. They don't need an account.

   ![Step 1: Your client gets one link, by email or however you send it.](https://cdn.sanity.io/images/vy53y317/production/9b7d5aa4b7dfe36c82eacd850e38579a1aea052d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. The hub greets them by name, lists every step and opens on the first one they need to do.

   ![Step 2: The hub lists every step and opens on the first one to do.](https://cdn.sanity.io/images/vy53y317/production/53a2ccb199455e874d9e1d37e813b3e77e69d368-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. **Read and sign** opens the agreement. The client can open the PDF in a new tab to read it in full.

   ![Step 3: Read and sign opens the agreement.](https://cdn.sanity.io/images/vy53y317/production/dd9d2a928ea50c1ca1106f737573cf61d1c2ecb0-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. They type their full name, or switch to **Draw** and sign with a finger or the mouse, then tick **I agree to sign this agreement electronically**.

   ![Step 4: They type their name, or draw it, and agree to sign electronically.](https://cdn.sanity.io/images/vy53y317/production/f4558f5ab9c022b293c91e757a100442640c153e-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. **Sign the agreement** emails them a 6-digit code that works for 10 minutes.

   ![Step 5: Sign the agreement emails them a 6-digit code.](https://cdn.sanity.io/images/vy53y317/production/82d94ccedccb125e6b527909e6cbcd270ebee749-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. They type the code from the email, and the agreement is signed as soon as the last digit goes in. Both of you then get the signed PDF with its signing record by email, and they can open it from the hub any time.

   ![Step 6: They enter the code from the email, and the agreement is signed.](https://cdn.sanity.io/images/vy53y317/production/85c23a5c2fc4995107261f15b5a0c5b01ed9ca5a-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. Next comes the first invoice. **Pay** opens your payment link in a new tab, with the amount and what it is for.

   ![Step 7: Next, the first invoice. Pay opens your payment link in a new tab.](https://cdn.sanity.io/images/vy53y317/production/9cb31d7cb6ae42fdb0f49883d66f1c82010d49a6-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. After paying, they tap **I've paid**. The next steps open once you confirm the payment on your side.

   ![Step 8: After paying, they tap I've paid and wait for you to confirm it.](https://cdn.sanity.io/images/vy53y317/production/aaf0f31372d076065366e989b7a128b33d207b7d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

9. Once you confirm the payment, the next step opens: your welcome packet.

   ![Step 9: Once you confirm the payment, your welcome packet opens.](https://cdn.sanity.io/images/vy53y317/production/c6e480d32266978bf54fcc6086df2dc6cf4af130-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

10. **Read it** shows the packet. They open it, then tap **I've read it**.

    ![Step 10: They open the packet, then tap I've read it.](https://cdn.sanity.io/images/vy53y317/production/d201ab9ec909a405232e0516a8d327fcf1459dbb-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

11. **Your setup** takes them back to the list, where the brand intake is next.

    ![Step 11: Back on their setup page, the brand intake is next.](https://cdn.sanity.io/images/vy53y317/production/87882c0213d8c62e08e6d1461971dc2aa43d5261-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

12. They answer the questions from your intake form. Answers save as they type, so they can stop and come back.

    ![Step 12: They answer your intake questions. Every answer saves as they go.](https://cdn.sanity.io/images/vy53y317/production/682b3c9d0813ca99b609cc76894c1f93190e45cb-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

13. **Check and send** shows their answers on one page before they send them to you.

    ![Step 13: Check and send shows their answers before they send them.](https://cdn.sanity.io/images/vy53y317/production/b2ffe7a95d86f89b69d23711ac98f734aa9b450b-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

14. They click **Send** with your studio's name on it and land back on their list of steps. If something is missing, you can send it back with a note.

    ![Step 14: They send it to you and land back on their list of steps.](https://cdn.sanity.io/images/vy53y317/production/98beb18a69345e928a2656eb3658b6b38f557200-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

15. **Connect accounts** lists the platforms you asked for. Accounts already connected to the brand show as **Connected**. They can also send the step to whoever holds the login with **Send to someone**.

    ![Step 15: Connect accounts lists the platforms you asked for and which are done.](https://cdn.sanity.io/images/vy53y317/production/60973f12a26c009257ea506eefcad2fbbaaea280-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

16. **Connect** opens a page with a button for each platform left, and each one opens that platform's own sign-in page, so nobody sees their password. You approve each account before it is used. When every platform is in, the step is done.

    ![Step 16: Connect opens a page with each platform's own sign-in. Nobody sees their password.](https://cdn.sanity.io/images/vy53y317/production/2aece17b59134dfa1f181c541768bf33d6068d2a-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

17. For the kickoff call, **Book the call** shows **Pick a time**, which opens your booking link in a new tab.

    ![Step 17: Then they book the kickoff call through your booking link.](https://cdn.sanity.io/images/vy53y317/production/54b347d80fdb9cefe344d6e9651e2f3028896f25-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

18. Once they have booked, they tap **I've booked**. You confirm the time on your side.

    ![Step 18: Once they have a time, they tap I've booked.](https://cdn.sanity.io/images/vy53y317/production/f85f0f747e5d8651363cf96b4622e2ecc04f2721-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

19. When you send your strategy, it opens in the hub. They get an email too, and **Open the strategy** shows it.

    ![Step 19: When you send the strategy, they open it from the same link.](https://cdn.sanity.io/images/vy53y317/production/9e4b3ca05fd6d6f69002da6caadbedc32b6fa5eb-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

20. They click **Approve the strategy**, or type what they would change and click the **Send my changes to** button with your name on it, which sends it back to you.

    ![Step 20: They approve it, or type what to change and send it to you.](https://cdn.sanity.io/images/vy53y317/production/dbb6b10ef149e8c405546dc607f6960433e11be3-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

21. When the last step is done, the same link opens their portal, where posts come for approval.

    ![Step 21: With every step done, the same link becomes their portal.](https://cdn.sanity.io/images/vy53y317/production/03ee7cff370592d028f627101e2a1cc54066401c-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### What your client needs

Only the link. There is no account to create, and everything saves as they go, so they can stop and come back to the same link.

### Signing

The code works for 10 minutes. They can ask for a new one after 30 seconds, up to 5 times an hour, and have 5 tries at each code.

### Steps that wait on you

- **Pay**: the next steps open once you confirm the payment.
- **Kickoff call**: you confirm the booked time. Without a booking link, they wait for you to send a time.
- **Approve the strategy**: opens when you send the strategy.

### Accounts someone else holds

On **Connect accounts**, **Send to someone** emails the connect link to whoever holds a login, such as a colleague or a freelancer.

## Related articles

- [Confirm payments, review intake answers and handle changes](https://sociorolla.com/help/client-onboarding/hub-agency-actions)
- [When onboarding is complete](https://sociorolla.com/help/client-onboarding/onboarding-complete)

Source: https://sociorolla.com/help/client-onboarding/client-hub