# Track each client's onboarding

See where every client is in their onboarding, what waits on you, and the notifications each step sends.

2 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. On **Clients**, everyone you are onboarding sits in the **Onboarding** column.

   ![Step 1: Clients being onboarded sit in the Onboarding column.](https://cdn.sanity.io/images/vy53y317/production/9b7d5aa4b7dfe36c82eacd850e38579a1aea052d-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Open the client. The **Onboarding hub** card counts the steps done and marks each one **Waiting on you**, **Waiting on client**, **Locked**, **Done** or **Skipped**. The line under the steps says when the client last opened their link.

   ![Step 2: On the record, the hub card counts the steps done and marks who each one waits on.](https://cdn.sanity.io/images/vy53y317/production/90225836e1cb92cd8709527b78ca36e435e352a3-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. **Home** lists what needs you across every client under **Needs you**, including onboarding steps: **Payment to confirm**, **Kickoff to confirm**, **Accounts to approve** and **Strategy changes**.

   ![Step 3: Home lists every onboarding step that waits on you, across all clients.](https://cdn.sanity.io/images/vy53y317/production/a662c1d47fe9ff24e6d4ad59fcc307a137ab09df-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Each step the client finishes sends a notification, such as when they sign or say they've paid.

   ![Step 4: Each step the client finishes sends you a notification.](https://cdn.sanity.io/images/vy53y317/production/83cd783373a31f67d1415f3e47b27646c9343e31-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### Notifications onboarding sends

- A step is done: the client signed, read the welcome packet, sent the intake, connected their accounts or booked the kickoff call.
- The client says they've paid.
- The client approved the strategy, or sent changes.
- The client finished onboarding.
- Rolly finished call notes, an audit or a strategy draft.

### Clients who go quiet

If a client does nothing for 3 days, they get a reminder email, and a last one 7 days after that. If they are still quiet a week later, you get a notification that they have gone quiet on onboarding, and the hub card says both reminders went unanswered. **Stop reminders** on the card turns the emails off for that client.

## 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/track-onboarding