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Account & Settings
360Onboard Settings Overview
A high-level tour of the 360Onboard Settings area — what each section does at a glance, so you know where to go when you need to configure something.
The 360Onboard Settings Page (Full Walkthrough — Branding, APIs, Integrations, Domains)
A full tour of the 360Onboard settings page — agency profile, team roles, APIs and webhooks, SMTP, Twilio, custom domains, payment processors, cloud storage, AI keys, and login.
Automation & Integrations
API Documentation
All API requests require an API key in the Authorization header:
Connect 360Onboard to Claude & ChatGPT with MCP (Build Flows by Asking AI)
Hook Claude, ChatGPT, Cursor, Codex, or any MCP-compatible AI tool into your 360Onboard workspace — then ask the AI to build flows, look at results, and update existing ones in plain English.
Email Templates in 360Onboard (Personalized Emails with Variables)
Build reusable, on-brand email templates with merge variables, live preview, and a block-based editor — then fire them from any workflow step.
Workflows in 360Onboard — Trigger Emails, SMS & Webhooks Between Steps
Add Zapier-style automations directly inside your onboarding flow — send emails, fire webhooks, or text the client via Twilio the moment a step completes, with conditional logic and a full run history.
Building Flows
Choosing Between Step-by-Step and Slideshow Mode
After building your onboarding flow, you'll need to choose how your clients experience it. 360Onboard offers different variants and display modes to match your brand and client preferences.
Design Your Onboarding Flow in 360Onboard (Themes, Layouts, Branding, Celebrations)
Make your onboarding match your brand — themes, fonts, layouts, language, message widget, logo, celebrations, and the post-completion redirect.
Every Step Type in 360Onboard Explained (Questionnaire, Tutorial, E-Sign, Payment, Platform Access)
A full tour of every step type in 360Onboard — questionnaires, tutorials, e-signatures, schedule, payment, and one-click platform access.
Understanding Step Types: Questionnaires, E-Signatures, and Tutorials
A beginner-friendly intro to the three most common step types in 360Onboard — questionnaires, e-signatures, and tutorials — plus where to find the rest.
Getting Started
The 360Onboard Dashboard Explained
A quick tour of the 360Onboard dashboard — the home screen that surfaces your top KPIs, your most recent flows with per-flow actions, and a feed of the 10 most recent client activities.
Build an Onboarding Flow with AI
Use AI to build your entire client onboarding flow in 360Onboard — contract, payment, intake forms, and emails — all from one prompt in about 5 minutes.
Creating Your First Onboarding Flow
Welcome to 360Onboard! There are two ways to build your first flow — let the AI scaffold the whole thing from a short prompt, or build it manually step by step.
View Client Activity & Audit Trail in 360Onboard
See exactly where every client is in your onboarding — page-by-page timestamps, re-visits, and a resume link you can send to anyone who got stuck.
Sharing & Results
The 360Onboard Results Page (Filter, Export to CSV & PDF)
Filter your client responses by flow, completion status, or date range, export them all to CSV, and open any individual response to download the full PDF — signed pages included.
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.
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