Your Set-Up Timeline

The week-by-week timeline for getting up and running.

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Your Set-up Timeline

For a downloadable/printable checklist, please click here.


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.


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

Week 3


Week 4


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