Help CenterGetting Started

Generating Personalized Client Links

Once you've built your onboarding flow, you need to get it to your clients. 360Onboard makes this easy with personalized client links that include your client's information and, optionally, your custom branding.

Before You Start: Custom Domain Setup

Before generating personalized client links, you should set up your custom domain in Settings. This ensures your links are branded with your company name instead of the default 360Onboard domain.

Why Use a Custom Domain?

Default Link: app.360onboard.com/client/abc123

Custom Domain Link: onboarding.youragency.com/client-name

Custom domains:

  • Look more professional
  • Build trust with clients
  • Reinforce your brand
  • Are easier to remember

How to Set Up Your Custom Domain

  • Go to Settings
  • Navigate to Custom Domains
  • Add your custom subdomain (e.g., onboarding.sheetsai.com)
  • Follow the DNS configuration instructions
  • Wait for verification (usually a few minutes)

Once verified, all your personalized client links will use your custom domain automatically.

Note: Setting up a custom domain is optional but highly recommended for a professional experience.

Two Ways to Use Your Flow

After building your flow, you have two options:

Option 1: Save Onboarding Flow

  • Saves the flow to your dashboard
  • Makes it available to use with multiple clients
  • Doesn't generate a specific link
  • Best for flows you'll reuse
  • Creates a unique link for a specific client
  • Pre-fills the client's information
  • Tracks that specific client's progress
  • Best for immediate use

Most users will want to do both: save the flow for future use, then generate personalized links as needed.

After finishing your flow setup, click the "Get Personalized Client Link" button (instead of just "Save Onboarding Flow").

Step 2: Enter Client Information

You'll be prompted to provide:

Required Fields:

  • Client's Full Name (e.g., "David Souza")
  • Client's Email (e.g., "david@sheetsai.com")
  • Company Name (e.g., "SheetsAI")

This information is used to:

  • Personalize the onboarding experience
  • Track the client in your dashboard
  • Send automated emails
  • Generate the custom URL slug

If you've set up a custom domain, you can customize the URL slug that appears after your domain:

Example:

  • Domain: onboarding.youragency.com
  • Slug: david-souza or sheetsai or new-client-2024
  • Full URL: onboarding.youragency.com/david-souza

Best Practices for Slugs:

  • Use client name for easy identification
  • Use company name for corporate clients
  • Keep it simple and readable
  • Avoid special characters or spaces
  • Use hyphens instead of spaces

Click "Generate Link" and 360Onboard will create your personalized client link in seconds.

What Happens Next?

You'll see the complete URL for your client. This link:

  • Is unique to this specific client
  • Contains all the flow steps you created
  • Is ready to share immediately
  • Tracks completion status

You can:

  • Copy and paste it into an email
  • Send it via your CRM or project management tool
  • Include it in your welcome packet
  • Embed it on your client portal

360Onboard can also send automated invitation emails if you've configured email settings (see Settings article).

Before sending to your client, open the link in a new tab to preview the experience:

  • Right-click the generated link
  • Select "Open in new tab"
  • Walk through the onboarding flow as your client would see it

This allows you to:

  • Verify all steps appear correctly
  • Check that questions make sense
  • Test signature functionality
  • Confirm the thank you page displays
  • Ensure branding is correct

From Your Dashboard

All generated client links appear in your dashboard where you can:

  • See which clients have started onboarding
  • Track completion status
  • View submitted responses
  • Resend links if needed
  • Monitor active flows

Your dashboard shows:

  • Active flows
  • Clients this month
  • Number of personalized links generated
  • Plan usage statistics

Best Practices

Personalization Tips

  • Always use the client's full legal name for contracts
  • Use the email they check most frequently
  • Include company name even for solopreneurs (helps with tracking)

Custom Domain Tips

  • Set up your custom domain before generating lots of links
  • Use a subdomain like onboarding. or client. or start.
  • Keep the subdomain short and memorable
  • Ensure SSL certificate is properly configured

Workflow Tips

  • Create and perfect your flow first
  • Set up custom domain (one-time setup)
  • Generate personalized links as clients sign up
  • Track completion in dashboard
  • Follow up with incomplete flows

Troubleshooting

Link Doesn't Work:

  • Check that the flow was saved before generating the link
  • Verify custom domain DNS settings if using custom domain
  • Try opening in incognito mode to rule out browser cache

Client Can't Access Link:

  • Confirm email was entered correctly
  • Check spam/junk folders for invitation emails
  • Regenerate the link if needed

Want to Change Client Information: You'll need to generate a new link with the correct information. The original link will remain active unless you delete it from your dashboard.

Save a Flow When:

  • You'll use this same onboarding process for multiple clients
  • You want to make it a template
  • You're still testing and perfecting the steps

Generate a Link When:

  • You're ready to onboard a specific client
  • You've finalized the flow
  • You need to send it out immediately

Pro Tip: Save your flow first, then generate as many personalized client links as you need from that saved flow. This way you can onboard multiple clients with the same process while tracking each one individually.

With personalized client links and custom domains, you're creating a professional, branded onboarding experience that impresses clients from their very first interaction with your agency.

Last updated on 2026-01-04

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