# 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 read. Updated 16 Oct 2026. Pro and Max only.

## Before you start

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

## Steps

1. Open the client's record. The **Onboarding hub** card marks each step that waits on you with **Waiting on you**.

   ![Step 1: Open the client. The Onboarding hub card shows what waits on you.](https://cdn.sanity.io/images/vy53y317/production/e72612321e73e54f769e2498c3211849c94e55fd-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. 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.

   ![Step 2: When the money arrives, click Mark paid. The client's next step opens.](https://cdn.sanity.io/images/vy53y317/production/2e9b01d155cf51a3f22ae90594204b419f7750e2-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. When the client sends the brand intake, the step shows **Review answers**.

   ![Step 3: When the client sends their intake, Review answers opens it.](https://cdn.sanity.io/images/vy53y317/production/088c6fbcfd05fb3d7f46ca07637ad64b74c41666-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Click **Review answers** to read the client's answers.

   ![Step 4: Review answers shows everything the client told you.](https://cdn.sanity.io/images/vy53y317/production/e41ca61dc5d939cc86ca7b94ceabb1bc6c48169b-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. 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**.

   ![Step 5: Send it back with Request changes, or Mark complete when it has what you need.](https://cdn.sanity.io/images/vy53y317/production/be2d2dc13263d3cf63f045e420c842391955efb2-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. When the client sends their changes, the strategy step says it was sent back, with their note. Home lists it under **Strategy changes** too.

   ![Step 6: When a client asks for changes to the strategy, their note shows on the step.](https://cdn.sanity.io/images/vy53y317/production/772edecfe54da0db2f6b32758d557299d427d4a2-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. Click **New version**.

   ![Step 7: Click New version to send an updated strategy.](https://cdn.sanity.io/images/vy53y317/production/3f770911b1b81eb343f0c926aa21c104a77afc93-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. 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.

   ![Step 8: Use your own file or link, or have Rolly draft it.](https://cdn.sanity.io/images/vy53y317/production/a510963eb4ed24b4b9afde21ed0b797b5247154d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

9. 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.

   ![Step 9: Add the updated file or link and send it. The client gets an email to look again.](https://cdn.sanity.io/images/vy53y317/production/3fb75a319146bc13346888317b204db03a97e9e1-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### 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.

## Related articles

- [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub)
- [Draft the strategy with Rolly or send your own](https://sociorolla.com/help/client-onboarding/strategy-with-rolly)
- [Track each client's onboarding](https://sociorolla.com/help/client-onboarding/track-onboarding)

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