Your Settings panel is where you configure and customize your 360Onboard experience. This guide walks you through each section and what you can accomplish there.
Accessing Settings
Click the Settings icon or menu item from your dashboard to access all configuration options.
Settings Sections
1. Agency Profile
What It Is: Your company information and branding settings.
What You Can Do Here:
- Set up your company name
- Add your company logo
- Configure business information
- Set your agency's contact details
- Customize your brand appearance
Why It Matters: This information appears throughout your client-facing onboarding flows, so keeping it updated ensures a professional, branded experience.
How to Use: Fill out all relevant company information when you first set up 360Onboard, then update as your business evolves.
2. Billing
What It Is: Your subscription management center.
What You Can Do Here:
- View your current plan
- Upgrade your plan
- Downgrade your plan
- See all past invoices
- Update payment information
- Cancel subscription (if needed)
Why It Matters: Different plans offer different limits on flows, clients, and features. Monitoring your usage here ensures you're on the right plan for your needs.
Common Actions:
- Check your plan limits when approaching capacity
- Download invoices for accounting
- Upgrade when you need more clients or flows
3. Team Management
What It Is: Invite and manage team members who need access to your 360Onboard account.
What You Can Do Here:
- Invite team members via email
- Set permissions and access levels
- Remove team members
- See who has access to your account
Why It Matters: If you have multiple people building onboarding flows or managing clients, they'll need access to your account. Team management ensures everyone has the right level of access.
Best For:
- Agencies with multiple staff members
- Teams with dedicated onboarding specialists
- Organizations that need collaboration on flow building
How to Use:
- Click "Invite Team Member"
- Enter their email address
- Set their permission level
- They'll receive an invitation email
- They can access flows and build together
4. APIs and Webhooks
What It Is: Technical integration options for connecting 360Onboard with other platforms.
What You Can Do Here:
- Generate API keys
- Set up webhooks
- Connect 360Onboard to external platforms
- Automate data transfer to your CRM, project management tools, or other software
Why It Matters: Webhooks and APIs allow you to automatically send onboarding data to other tools in your tech stack, eliminating manual data entry.
Example Use Cases:
- Send completed onboarding data to your CRM
- Trigger automation in Zapier or Make.com
- Update project management tools when clients complete onboarding
- Integrate with your existing workflow tools
Note: This is an advanced feature. Full documentation and examples are available in a separate detailed guide.
5. Email Settings
What It Is: Customize the automated emails that 360Onboard sends to your clients.
What You Can Do Here:
- Customize invitation emails (sent when you share a link)
- Customize reminder emails (sent to clients who haven't completed onboarding)
- Set your "from" name and email address
- Customize email templates with your branding
- Configure email frequency
Why It Matters: Professional, branded emails improve your client experience and increase completion rates.
Best Practices:
- Use your company name in the "from" field
- Keep invitation emails warm and welcoming
- Set reminders to go out 2-3 days after initial invitation
- Match your email tone to your brand voice
Common Customizations:
- Add your logo to emails
- Include personalized greetings
- Adjust the call-to-action language
- Set up automatic reminders for incomplete flows
6. Custom Domains
What It Is: Replace the default 360Onboard URLs with your own branded domain.
What You Can Do Here:
- Add your custom subdomain
- Configure DNS settings
- Verify domain ownership
- Set up SSL certificates
Example Transformation:
- Before:
app.360onboard.com/client/abc123 - After:
onboarding.youragency.com/client-name
Why It Matters: Custom domains make your onboarding links look professional and trustworthy. Clients are more likely to complete onboarding when the URL matches your brand.
How to Set Up:
- Choose a subdomain (e.g.,
onboarding.sheetsai.com) - Add it in the Custom Domains section
- Update your DNS records as instructed
- Wait for verification (usually minutes)
- All future links will use your domain automatically
Recommended Subdomains:
onboarding.yourcompany.comclient.yourcompany.comstart.yourcompany.comwelcome.yourcompany.com
Pro Tip: Set up your custom domain before generating client links for the best first impression.
7. Login Settings
What It Is: Manage your account security and authentication preferences.
What You Can Do Here:
- Change your password
- Update your email address
- Configure two-factor authentication (if available)
- Manage login preferences
- View active sessions
Why It Matters: Keep your account secure and ensure you can always access your onboarding flows and client data.
When to Use:
- Regular password updates for security
- After team member departures
- If you suspect unauthorized access
- When changing company email addresses
Dashboard Metrics
While not technically in Settings, your dashboard shows key metrics about your account:
What You Can Track:
- Active Flows: How many flows you currently have published
- Clients This Month: Number of clients who've used your flows this month
- Personalized Links: Total links generated
- Plan Usage: How close you are to your plan limits
Why It Matters: Monitoring these metrics helps you understand:
- When you're approaching plan limits
- Your busiest months
- Which flows are most used
- When it's time to upgrade
Getting Help
Each settings section includes tooltips and help text. If you need additional assistance:
- Check the specific detailed guides for each feature
- Use the in-app help documentation
- Contact 360Onboard support