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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.

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Week 1

  • You receive an email with a link to log in
    โ€‹

  • Export your data from your current software
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  • 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.

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


Week 3

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Week 4

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