OnboardingHub Documentation
Welcome! Learn how to create onboarding guides, enroll contacts, and track their progress — all from your OnboardingHub workspace.
New to OnboardingHub?
If this is your first time using OnboardingHub, start here:
- What is OnboardingHub? — A quick overview of what the platform does and who it's for
- Creating your account — Sign up and get your workspace ready
- Setting up your first workspace — Configure your workspace and invite your team
Most-visited pages
- Creating a guide — Build your first onboarding guide step by step
- Step types reference — Everything you can put inside a guide step
- Guide analytics — Understand enrollment trends, section engagement, and CTA performance
- Enrolling contacts — Get people started on your guides
- Sharing enrollment links — Create public links anyone can use
- Inviting team members — Add teammates to your workspace
- Understanding roles — Who can do what
Browse by topic
| Section | What you'll find |
|---|---|
| Getting Started | Creating your account, setting up your workspace, and learning the basics |
| Guides | Creating, editing, publishing, and managing onboarding guides |
| Contacts & Organisations | Managing the people and companies you're onboarding |
| Enrollments | Enrolling contacts, tracking progress, and collecting feedback |
| Media Library | Uploading and organizing images, videos, and documents |
| Team & Collaboration | Inviting members and managing roles |
| Workspace Settings | Configuring your workspace, branding, and email templates |
| Account & Billing | Managing your profile, security, and subscription |
| API & Integrations | REST API, OAuth 2.0, webhooks, MCP, and Zapier integration |