Hubly

Learn how to create a stream or tag, add clients to them and find them on the client card.

How-To Video: Create Streams & Tags

Learn how to create views using filters and some ideas for favorite views you may wish to use as a team.

Learn how to create a process, add workflows to it, and reorder workflows in a process

Learn how to add your meeting dates and types in the Hubly Client Card.

Learn how to use the hub feed to find a priority task list of all your to-dos in order of reminder date.

Learn how to create roles for your team and assign tasks to roles in your workflow templates so tasks get routed to the right team members.

Learn how to use the automation for adding or removing a client from a stream or tag in your workflows.

Learn how to use the important client date rule to remind you of an upcoming important date related to client service.

Learn how to set-up repeating rules for for routine tasks that you do on a monthly, quarterly, annual or other recurring basis.

Learn how to add an age-based automation rule to a workflow to automatically add a client to a workflow when they achieve a certain age.

Learn how to access our product roadmap, view upcoming enhancements and create or vote on features you would like to see added to Hubly.

Part 1: Learn how to set up your triggers from Zapier to other software you use - Calendly, OnceHub, Acuity, Google Calendar, Outlook, etc.

Part 2 - Learn how to connect your scheduling tool or calendar to Hubly to automatically add important dates to your Hubly Client Card.

Part 3 - Learn how to use other software triggers to automatically kick-off a workflow in Hubly.

Learn how to edit your workflows to choose what displays on the client tile in your dashboard.

Learn how to create custom date fields and use them to remind you of important client service deliverables.

Harness the power of this new feature to super charge your new client onboarding, account transfers, and financial planning processes

Learn how to access the Hubly Marketplace to download new templates to your Hub.

This short training video will show you how to create forms in your workflows in a few simple steps.

Learn how to create conditional tasks that show/hide based on the fields selected in your forms.

Learn how to create a new workflow from a blank template and add it to a process.