Getting Started

5 steps, about 10 minutes.

1. 1

   Create Your Account

   Sign up for Usherfly. Enter your organization name and subdomain — these appear on the screens your onboardees will see.

2. 2

   Build Your First Flow

   Click "Start a new onboarding" from the Dashboard. Pick a ready-made template or build from scratch.

3. 3

   Invite an Onboardee

   For a single invite, enter name and email. For bulk, upload a CSV.

4. 4

   Publish Your Flow

   Publish your flow before sending invites. Hit "Preview" to walk through it first.

5. 5

   Monitor Progress

   Track every onboardee's status from the "Active Onboardings" view.

Step Types

• TASKA task the onboardee needs to complete.
• DOCA document to read or upload.
• FORMA form the onboardee fills in.
• INFOA read-only information block — no action required.
• CHECKA pause point requiring admin approval before the onboardee can proceed.
• E-SIGNA document step requiring a digital signature.