Confirm payments, review intake answers and handle changes
The steps in a client's onboarding that wait on you, and where to act on each one.
4 min readUpdated 16 Oct 2026Pro and Max only
Before you start
Steps
Open the client's record. The Onboarding hub card marks each step that waits on you with Waiting on you.
When the payment reaches you, click Mark paid on the payment step. The client's next steps open, and Home shows the same Payment to confirm until you do.
When the client sends the brand intake, the step shows Review answers.
Click Review answers to read the client's answers.
If something is missing, Request changes sends the intake back to the client with your note, and the hub reopens the step for them. When it has what you need, click Mark complete.
When the client sends their changes, the strategy step says it was sent back, with their note. Home lists it under Strategy changes too.
Click New version.
Choose Use your own to upload a file or paste a link to your updated strategy. Draft it with Rolly drafts a new version for you to review first.
The client's note stays in view while you work. Upload the updated file or paste its link, give it a name and click Send new version. The client gets an email, and the step waits on them again.
What waits on you
- Payment to confirm: the client says they've paid. Click Mark paid once the money is in.
- Kickoff to confirm: the client booked a call. Set kickoff time records it, and Change time moves it.
- Accounts to approve: an account the client connected needs your approval before it is used.
- Strategy changes: the client sent changes. New version sends an updated strategy.
Each also appears on Home under Needs you.
Changing the steps
Edit steps on the hub card skips or restores a step for this client, and changes the invoice or the kickoff link.