Getting Started Guide for Admins

Admins, welcome to Upflow!

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

To get started on Upflow, we recommend that you watch this training video (3min) to go through the following checklist (10 min max).

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).

• How do I customize my workflow?

• How do I assign a client to a workflow?

• How do I include Account Managers in the payment reminder process?

• Automatic emails via Upflow: How does it work?

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

• Add your own email signature to reminder emails

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

• Deliverability: Send reminder emails from your own email address

• Replies: How does the email replies import works in Upflow?

Enable payments

• Display your bank details

• Allow Credit card payments

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

The more the merrier!

Members

• Invite other members who can take part in this collection

Any questions? Get in touch!