New Workflows
Oct 31, 2025
Conditional Onboarding Now Live
Conditional Onboarding has officially launched! Now you can automatically deliver the right onboarding experience to each client based on package, tier, or service type, without manual routing or confusion. This workflow saves your team time and ensures every client gets a smooth, tailored start.
Smarter Onboarding for Every Client
Conditional Onboarding routes each new signup down the perfect path automatically. You’ll never send the wrong instructions or have to double-check what a client purchased. VIP clients get the extra touchpoints they expect, while standard clients get clear, concise next steps, entirely hands free.
Learn More
Ready to see how it works? Visit our Conditional Onboarding page for details, real-world examples, and setup instructions.
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