Book your onboarding call

Owners with paid guided onboarding on Smart Flow, Ultra Flow or Scale Flow choose an available onboarding time. Cal.com bookings appear after confirmation; Dealer Flow kickoffs are arranged with our team.

Last updated 2 min read

What it is

Guided onboarding helps the QualiFlow team set up your workspace with you. It starts with a kickoff video call.

  • Smart Flow with the optional guided onboarding, Ultra Flow and Scale Flow: once guided onboarding is paid or waived, the Owner chooses a time at the end of setup or in Settings → Billing. Smart Flow without guided onboarding does not show this step.
  • Dealer Flow Enterprise: your kickoff date is arranged with our team.

How to use it

  1. Finish setup and find Choose your guided onboarding time, or open Settings → Billing as the workspace Owner.
  2. Select Choose a time to open our Cal.com calendar. Choose an available time in your time zone and complete the booking there. This does not charge another onboarding fee.
  3. Return to QualiFlow. The confirmed time appears after the calendar confirms your booking. If needed, select Check booking. Opening the calendar alone does not book a call.
  4. Use Meeting link when one is available. Use Reschedule or Cancel booking to manage a Cal.com booking; the confirmed change syncs back to QualiFlow.
  5. If your workspace shows our internal open-time list instead, choose a day and time and select Book this time. Self-booked internal times can be changed until one day before the call.

What the data means

The 4 onboarding steps

  1. Kickoff call (day 1): we agree your goals and invite your team.
  2. Data and channels (days 2–5): we import your contacts and inventory and connect email, SMS, your phone number and social messages.
  3. Aria and automations (days 5–10): we set up Aria's knowledge, reply style and rules, booking and your journeys, and test her together.
  4. First quick win (days 10–14): your first campaign and team training.

Possible issues and fixes

No times are shown

Symptom: The step says "No times are open right now".

Why: there are no published open times, or the booking calendar has not been made available yet.

Fix: our team adds new times every week. Check again tomorrow, or reply to your welcome email and we'll set a time with you.

How to check: open Settings → Billing; new times show there as soon as they are added.

I can't move my call

Symptom: "Your call is less than a day away or was set by our team."

Why: internal calls can be moved online only until one day before, and only when you booked them yourself. Cal.com bookings follow the availability and change rules shown in Cal.com.

Fix: reply to your onboarding email or contact support@qualiflow.ai and we'll move it for you.

How to check: Settings → Billing shows the new time once it is moved.

Every lead gets a reply

Never leave a lead waiting until morning.

Aria answers, qualifies and books test drives around the clock, in English, Spanish and French, inside the rules you set.

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Smart Flow · Card required. Subscription charges automatically after seven days unless cancelled; optional guided onboarding is charged upfront. Nothing goes out to customers until you connect your channels and approve Aria’s go-live checklist.