Onboardl.ioHelp
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How can we help?

Quick walkthroughs and answers to common questions. If something's missing, email support@onboardl.io — we read every message.

Getting started
Getting started in 5 minutes
Set up your branding, invite your first client, send them a portal link.
Branding your client portal
Logo, colors, and how emails go out under your name.
Daily use
Adding and managing projects
Create projects, edit details, customize phases, and what each status means.
Sending portal invites
How the invite email works, what the client sees, and how to resend.
Using and building templates
Built-in templates, customizing them, and creating your own from scratch.
Team & access
Inviting teammates
Roles, invite flow, resending and cancelling invitations.
Billing & trial
Trial and billing
How the 14-day trial works, what happens at the end, and how to upgrade.
Founding membership & upgrading
What Founding is, how to claim a slot, how checkout + Manage Billing work.
Troubleshooting
Common issues
Logo not rendering, expired links, session timeouts, and other gotchas.