Your Set-up Timeline

For a downloadable/printable checklist, please click here.

Artboard_31.jpg

Week 1

  • You receive an email with a link to log in

  • Export your data from your current software

  • Your welcome call with your Customer Success manager


Week 2

When you first set up your Famly account you will be taken through a step-by-step guide to setting up your invoicing. Here you'll carry out similar actions to what you can usually do under Get Started, but with additional structure to guide you.

Artboard_28__4_.jpg

For more information on your finance onboarding, check out this article.


Week 3

Artboard_29.jpg

Week 4

Artboard_30.jpg

I need more help:

Did this answer your question?