Success Center / Onboarding Center

We’d love a built-in Success Center that helps new customers onboard smoothly and stay engaged.


It would include guided setup checklists, tutorials, and progress tracking right inside the app.

Admins could see who’s completed onboarding and who needs help, while clients get a clear, step-by-step view of what to do next.


The goal is to make onboarding easier, reduce churn, and give agencies a white-labeled, self-service onboarding experience for their customers.

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Upvoters
Status

Under Review

Board

Feature Request

Date

3 months ago

Author

paul

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