OnboardingHub OnboardingHub

Publishing your guide

Publishing makes your guide available to contacts. Until you publish, all changes stay in draft — visible only to you and your team in the editor.

How publishing works

OnboardingHub uses a draft/publish workflow:

  1. You edit in draft mode — all changes are saved but not visible to contacts
  2. You publish — a snapshot of your guide is created and becomes the live version
  3. You can continue editing — further changes go into a new draft without affecting the published version

This means you can safely make updates to a live guide without disrupting anyone who's currently going through it.

Publishing a guide

From the guide overview page, click the Publish button. Your guide's status changes to Published and a new version is created.

If the guide was already published and you've made changes since, the button will say Publish changes instead.

Unpublishing a guide

If you need to take a guide offline, click Unpublish from the guide overview. The guide remains in your workspace but is no longer accessible to contacts. Existing enrollments will show the guide as unavailable.

Discarding draft changes

Click Discard draft to revert your draft back to match the currently published version. This only affects unpublished changes — the live version stays as-is.

When to publish

  • First time — when you've added all your sections, steps, and content
  • After edits — after you've updated steps, fixed typos, or restructured sections
  • After review — once your team has signed off on the draft

What contacts see

Contacts always see the most recently published version of a guide. If you're in the middle of editing, they won't notice — they'll continue with the version that was live when they started.

New enrollments always get the latest published version.

Next steps