Welcome to FLYR! If you’ve received an invitation to an onboarding plan, congratulations! You’re about to begin a smooth and guided setup process to help you get the most out of our platform.
Your onboarding plan is a personalized, step-by-step roadmap to get your team up and running efficiently. Here’s everything you need to know to make the most of it.
📩 Received an Onboarding Plan Invitation?
Your onboarding plan is your central hub for setup and communication. If you've received an email invitation, you're ready to go! Simply:
Click the link in your email to open the onboarding plan.
Bookmark the page—you’ll be returning to it often to track progress, access resources, and chat with our team.
📋 What the Onboarding Plan Includes
Tasks tailored to your setup process
Built-in communication with our integrations and support teams
Helpful links to FLYR helpdesk articles and training content
Progress tracking across all onboarding activities
Certain tasks include forms that need to be completed in order for us to configure your integrations correctly. These forms gather essential details about your systems, preferences, and data.
🧭 Getting Started: Your First Task
Begin with the first task: "Review and Approve our Onboarding Plan." Here’s what to do:
Open the task to see its details.
Confirm that the task list and timeline align with your team's availability.
Reassign any tasks to the appropriate team members.
Add colleagues to the onboarding plan using the +Share button in the upper-right corner.
This ensures everyone has the visibility and responsibilities they need.
💬 Communication via Discussions
We use the onboarding platform to stay in sync with you throughout the process.
We may reach out to you directly through task discussions.
You’ll receive email notifications when there are new messages.
All messages can also be found in your onboarding inbox.
If you have questions, reply in the discussion thread and tag your onboarding contact for a quick response.
📊 Managing Multiple Onboarding Plans
If you have more than one onboarding plan, you can easily keep track of all your progress:
Click on Overview in the platform to see a dashboard of every active onboarding plan you're part of.
🔁 Onboarding New Team Members Later?
If you’ve already completed onboarding but have new team members joining:
No problem! Just reach out to us, and we’ll create a custom onboarding plan
Let’s get started. Your journey with FLYR begins now, one task at a time!