Every client who opens one of your flows leaves a trail behind them — which step they viewed, when they viewed it, when they came back to it, and where they got stuck. 360Onboard surfaces all of that on a single page so you can spot drop-offs, rescue stuck clients, and tighten up the flow over time.
Where the Client List Lives
In the left sidebar, click Clients & Employees (the people icon, between Flows and Results). This is the master list of everyone who has ever opened one of your flows — both clients and employees, with toggles in the top center (All / Clients / Employees) to filter between them.
Each row gives you, at a glance: the client's name and company, their contact info, which Flow they're filling out, their Status, when they were last Active, the personalized onboarding Link, and a column of per-row Actions on the far right.
Pro Tip: The search bar at the top of the table searches name, email, and company — handy when you remember the brand but not the contact.
Resume Link — For Clients Who Lost Their URL
Every client gets a personalized onboarding link when you invite them. They will, sometimes, lose it. ("I closed the tab, can you resend it?")
The Link column shows the URL. The first icon in the Actions column on the right copies that link to your clipboard so you can paste it straight back into an email or text. The client opens it and lands exactly where they left off — every answer they already filled in is still there.
This is also the right link to send if a client started the flow, walked away for a week, and now needs to pick up mid-stream.
The Audit Trail — Page-by-Page Timestamps
Click the activity icon in the Actions column (the small line-graph icon between the open-link and delete icons) on any row. A Client Activity panel slides in from the right with a reverse-chronological timeline of everything that client did inside the flow.
You'll see entries like:
- Opened onboarding link — when the invitation was first clicked
- Page view — they landed on the overview screen
- Viewed: service agreement — they opened a specific step (each step is named)
- Viewed: talent appearance — and re-views show up as separate entries with their own timestamps
- Submitted form — they completed a step, with a Time spent value
Every entry is timestamped down to the second. If a client opened a step, left, and came back twelve hours later, you'll see two separate Viewed entries — not one. That distinction is the whole point of an audit trail.
Finding Common Drop-Off Points
Open the activity panel for the last three or four clients who got stuck and scan the timeline. You're looking for patterns:
- A step that everyone views but few submit. That step is too long, too confusing, or asking for something they don't have on hand.
- Long time-spent values on a single step. Usually means the instructions aren't clear enough — they had to think, leave to look something up, or message you.
- Repeated views of the same step. Clients are coming back to re-read it, which is a signal the content needs to be simplified or split across two steps.
Once you spot the pattern, jump back into the builder and fix it — rewrite the instructions, split the step, or move a long questionnaire to later in the flow. Then republish. Future clients will sail through the rough patch your earlier clients exposed.
Pro Tip: Combine the activity panel with the Results page (planned). Activity tells you where clients got stuck; Results tells you what they answered. Together they tell you exactly why a flow is or isn't converting.
What's Next?
- See aggregate response data per flow — The 360Onboard Results Page (planned)
- Send pre-filled links to specific clients — Generating Personalized Client Links
- Get a higher-level view of your workspace — The 360Onboard Dashboard Explained (planned)
- Set up reminder emails for stuck clients — Email Templates in 360Onboard