Create an onboarding card

An onboarding card is a card on a client's dashboard that tells them what to do next. It can welcome a client the first time they sign in, or explain what happens after they buy a particular service. You create onboarding cards on Settings › Portal › Onboardings.

Create and publish the card

1. Open Settings › Portal › Onboardings and select Create onboarding.
2. Enter the Onboarding name and select Create onboarding. Clients see the name as the title of the card on their dashboard.
3. If the card is not meant for every client, turn on a restriction, as described in the next section. Flow preview, on the right, sums up who will see the card.
4. Under Customize onboarding, choose the Layout: Full width or Half width.
5. Write the Welcome message.
6. If the client should be able to download files from the card, add them under Attachments.
7. If you want an image on the card, add a Featured image: a JPG, PNG, GIF or WEBP file of up to 1 MB.
8. Under Checklist, select Add task for each thing the client should do. Give each task a title, and if it needs explaining, a Task message. A task can have its own attachments and image.
9. Select Preview to see the card the way the client will.
10. Select Publish. Until then the card is a Draft, which no one sees; Save draft keeps your changes without showing the card.

Which clients see the card

By default, a card has no restrictions: every client sees it, and the list shows Visible to all. A card like this can be used, for example, to welcome clients who signed up on their own.

With Limit onboarding to specific services or request types, only clients who bought one of the selected services, or submitted one of the selected request types, see the card. Each subscription package is a separate entry, for example Ongoing Support Plan [Growth], so a Growth subscriber and a Starter subscriber can see different cards.

With Limit onboarding to specific clients or teams, only the clients and client teams you select see the card.

If you set both restrictions, a client has to meet both to see the card.

Several cards on one dashboard

A client can see more than one card at a time, for example a general welcome and a card about a specific purchase. Which other cards are on the dashboard, and in what order, is set on Settings › Portal › Dashboards. See Build a dashboard.

Reaching clients who have no request yet

Most ways of reaching a client depend on something that already exists. You can only post in a request once there is one, a message only goes out if someone writes it, and automations only run on requests. The onboarding card is therefore the only way to reach two kinds of client:

• a client who signed up on their own and has not done anything yet;
• a client who bought a service that does not create a request. See Track delivery on the order, without requests.

If a card does not appear

Open the client's profile and select View as client. You then see their dashboard with every onboarding card that applies to them. When a card is missing, the usual reason is that it is limited to a service the client has not bought. See View the portal as a client.

Related

• Build a dashboard
• Show different things to different clients
• Let clients sign up by themselves
• Decide what happens after a purchase
• View the portal as a client

Updated on: 09/11/2026