Hubflo

Get your account ready before you invite your first client.

New to Hubflo? Start here.

Hubflo Team

Everything you need to get Hubflo up and running.

Getting Started

Hubflo is a client portal platform for service businesses. Learn what Hubflo does, who it's built for, and how it helps manage clients in one place.

What is Hubflo?

New to Hubflo? This glossary covers the key terms you'll come across as you set up and use the platform.

Hubflo Glossary

Understand Hubflo

Learn how to set up your Hubflo profile: personal info, email and calendar preferences, notifications, time tracking, and language settings.

Set up your personal profile

Set your business profile, invoice and proposal settings, PDF appearance, and payment defaults in Hubflo.

Configure business & billing settings

Learn how to invite internal team members, manage their roles and permissions, and request access changes in Hubflo.

Invite internal users

Access your Hubflo from your phone, desktop, or even directly inside Chrome with our extension

Hubflo apps for mobile, desktop & Chrome

Set up your account

Configure your client portal before inviting your first client. Set up your branding, domain, authentication, permissions, and display settings.

Set up your client portal

Learn how to set up and manage workspaces to share files, tasks, and messages with clients through their portal.

Create and set up a workspace

Learn how to invite clients to a workspace, manage their permissions, and control what they can see and do.

Invite clients to workspaces

A guide to the client experience in Hubflo. What clients see when they log in, how they navigate their workspace, and what's available to them.

What do clients see in their portal?

Start working with clients

Find answers and get help from Intercom Support and Community Experts

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