We are currently reworking our onboarding checklist. Things may change, but no data has been lost. Your onboarding specialist will work with you to explain what you should work on! Contact onboarding@smartflowsheet.com if you need assistance!

Don't forget your questions!

Place questions here for the next meeting

Book your first meeting

Choose your Onboarding Specialist below based on your location.

Please watch the video to get an idea of what you'll need to do before our meeting:

  • Read content of all tasks
  • Watch all 3 Workflow Best Practices videos
  • Watch Template Settings video
  • Complete SuperUser, Support Email and registration of managers in training

Book your meeting with enough time to get this done BEFORE we meet. If you have not completed these tasks before we meet, you will be asked to reschedule your meeting.

Be sure to go through the "Get Started" content before we meet! Note questions in the "Notes" area, and we will go over them during your first meeting.

Australia, New Zealand
and South East Asia
North America, UK and all other locations
Corporate Groups and Universities