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 (3 min) and then go through the following checklist (10 min max).
To get started, you will first want to set-up your platform.
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.
- Add your logo, a support contact (email and phone) that will be displayed on each Customer Portal
Step 3: You will want to invite your team to join Upflow
The more the merrier!
Contact us if you have any questions!