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Getting Started Guide for Admins
Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Admins, welcome to Upflow!

Upflow will help you structure your AR collection process in order to collect customer payments effortlessly.

To get started, you will first want to set-up your platform by clicking on your logo at the bottom left of your screen to display the following menu:

Step 1: You will want to set up your Company's Workflows in Upflow

Workflows are the sequences of actions that you can parameter to chase your customers systematically.

We've added a default workflow that you can start using now. We recommend that you customize your workflow depending on your different customer profiles (eg. Large vs small accounts or different languages).

Step 2: You will want to set up your Company's Settings in Upflow

This will allow personalizing your platform and enabling some key features.

Profile

Settings

Company section

  • Add your logo, a support contact (email and phone) that will be displayed on each Customer Portal

  • Set up your company's timezone for automatic emails to be sent between 8 and 9 am

Emails

Enable payments

Step 3: You will want to invite your team to join Upflow

The more the merrier!

Members

Any questions? Get in touch!

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