# Start onboarding and send the hub link Pick an onboarding flow and the first invoice, and your client gets one link that walks them through every step. 4 min read. Updated 16 Oct 2026. Pro and Max only. Walkthrough video (no sound): https://bucket.sociorolla.com/help/start-onboarding/3c525452d1199536.mp4 ## Before you start - [Add a client](https://sociorolla.com/help/client-onboarding/add-client) - [Build an onboarding flow](https://sociorolla.com/help/client-onboarding/onboarding-flows) ## Steps 1. Open the client's record from **Clients**. ![Step 1: Open the client you are about to onboard.](https://cdn.sanity.io/images/vy53y317/production/09d2a7d8cff50702ec0deea712445f6d04dd340e-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 2. In the **Onboarding hub** card, click **Start onboarding**. Moving a client to **Onboarding** with **Change stage** opens the same dialog. ![Step 2: In the Onboarding hub card, click Start onboarding.](https://cdn.sanity.io/images/vy53y317/production/a563542d8a1d33489171d355becb26d21bcb5a0f-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 3. The dialog asks which steps this client should go through. Click **Use an onboarding flow** to pick one you have, or the built-in **Standard retainer**. **Make your own** opens Templates to build one, and brings you back here with it picked when you save it. ![Step 3: Use one of your onboarding flows, or make your own for this client.](https://cdn.sanity.io/images/vy53y317/production/e7927e18afd408488c84815f49dc3c2a6d0220b1-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 4. Pick the **Onboarding flow**. One with a signing step adds **Agreement to sign**, set to that flow's agreement. ![Step 4: Pick the onboarding flow this client should work through.](https://cdn.sanity.io/images/vy53y317/production/13ad3b2e0b4b029a55b995c79f0434e5c51851c9-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 5. Check the **Brand** the client's accounts will connect to and **Who gets the link**. The client needs a brand first; if they have none, the dialog asks you to add one. ![Step 5: Check the brand and who gets the link.](https://cdn.sanity.io/images/vy53y317/production/5c974c51c9aa608b813840e5f522654dbf3e72ed-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 6. Under **First invoice**, the amount comes from the client's deal and the **Payment link** from the onboarding flow. Add what it is for and, if you like, a due date. ![Step 6: The amount comes from the deal and the payment link from the flow.](https://cdn.sanity.io/images/vy53y317/production/30ae2a12a4b9dc1ef92dbac1c5bbcbbc79e8ecb3-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 7. Pick the **Welcome packet** (or skip that step for this client) and when the link expires: never, or after 30 or 90 days. ![Step 7: Choose the welcome packet, then how long the link works.](https://cdn.sanity.io/images/vy53y317/production/b24e701780c561b1d9e742fffe6d90f45cfcc1d1-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 8. Leave **Email Ana the link** ticked and click **Start and send**. Your contact gets an email with their onboarding link, and the client moves to **Onboarding**. ![Step 8: Click Start and send. Ana gets an email with her link.](https://cdn.sanity.io/images/vy53y317/production/3211cd446e29bbf02a93ff839de35bad28cf784a-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 9. The **Onboarding hub** card now lists the steps and shows who each one is waiting on. ![Step 9: The Onboarding hub card shows each step and who it is waiting on.](https://cdn.sanity.io/images/vy53y317/production/c5a604b15dd970846fcae24d7707e2822ae8df11-2880x1800.png?w=1600&sharp=25&q=90&auto=format) 10. To send the link yourself, in a message or a chat, click **Copy hub link**. **View as client** opens the hub as your client sees it. ![Step 10: Copy hub link gives you the link to send another way.](https://cdn.sanity.io/images/vy53y317/production/e9138c0ae5413f94d1351045f22b0dd9ed37931c-2880x1800.png?w=1600&sharp=25&q=90&auto=format) ### Before you start The client needs a contact with an email address and a brand. If they have no brand yet, the dialog asks you to add one first. ### The link Anyone with the link can open the hub, so send it only to your client. From the menu on the **Onboarding hub** card you can email the link again, reset it (the old link stops working) or revoke the hub. ### Reminders If your client goes quiet, they get a reminder email after 3 days and a last one 7 days later. **Stop reminders** on the hub card turns them off for that client. ## Related articles - [What your client sees in the onboarding hub](https://sociorolla.com/help/client-onboarding/client-hub) - [Track each client's onboarding](https://sociorolla.com/help/client-onboarding/track-onboarding) Source: https://sociorolla.com/help/client-onboarding/start-onboarding