So, you've created some incredible workflows, and now you want to get clients moving through them!
Adding Clients To Workflows From You Hub
Once you've located the right workflow, press + Add Client(s) to search or scroll to find the client name:
Once selected, the client will be added to the workflow. If a client is part of a household where they are not the head, you will be presented with the option to add the head of the household instead.
Once added, you can go on and open your Client Card to get to work!
You can also start a client in any workflow by locating and dragging their client tile from another workflow that they currently appear in.
Add View Next Workflow From The Client Card
You can also choose to use the Next Workflow functionality in the client card to help move a client forward from a workflow that they're currently in.
Simply select the + Add Next Workflow option once you've located the current workflow on the right-hand side. From this menu, you can look up or create a new workflow to which you'd want the client to be added into next:
Whether you're documenting follow-up tasks for a client check-in or scheduling a project for a future date, the right workflow can always be just a click away.
You can start that next workflow by selecting the "Start Workflow" option in the next workflow's menu, or by selecting the "Start Next Workflows" button once the current workflow is marked complete.
You can also start a client in a workflow by using the add-to workflow menu in the client card.
Found by selecting the "+" add button to the right of the workflow section in the center of the client card, you can search for or create a workflow to start the client in immediately without needing to leave the client card.
Hubly makes it easy to continue working uninterrupted while knowing exactly where to look later on to pick up where you left off.
Need A Hand?
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the in-app Live Chat to send us a message. You can also reach your Implementation Lead directly. We're here to help, just ask! 🙋♂️
Not a Hubly user?
We would love to learn more about your challenges and see if Hubly can help your firm grow. Schedule a free strategy call with us directly to get started!