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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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