What it is
The onboarding fee is a one-time charge for our team to set QualiFlow up with you: your channels, Aria and your first journeys. It is added to your first invoice when you choose your plan.
| Plan | Onboarding fee |
|---|---|
| Smart Flow | $750, optional |
| Ultra Flow | Included in your quote |
| Scale Flow | Included in your quote |
| Dealer Flow | Set in your Dealer Flow plan |
How to use it
- When you choose your plan after sign-up, check the onboarding line.
- On Smart Flow, tick it if you want our team to set you up. On Ultra Flow and Scale Flow it is always included.
- Pay. The fee is on the same invoice as your first plan payment.
- See it later in Settings → Billing → Payment history.
What the data means
Paid once: renewing after a cancel doesn't charge it again. Upgrading to Ultra Flow or Scale Flow adds that plan's fee only if you haven't paid an onboarding fee before.
Refunds: once onboarding has started, the fee can't be refunded.
Possible issues and fixes
I was charged an onboarding fee when I upgraded
Symptom: The upgrade invoice has an onboarding line.
Why: Ultra Flow and Scale Flow include onboarding, and you hadn't paid an onboarding fee before (for example on Smart Flow without it).
Fix: Our team schedules your onboarding. Ask in Support if you have questions.
How to check: The line shows on the invoice in Payment history.
