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SavvyCal Flow Example: Setting up account

This user flow guides users through setting up their SavvyCal account, creating a scheduling link, and experiencing the booking process, concluding with an account upgrade prompt.

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Guided Setup from SavvyCal
Chat with Laura from SavvyCal
Chat with Laura from SavvyCal

This user flow guides users through setting up their SavvyCal account, creating a scheduling link, and experiencing the booking process, concluding with an account upgrade prompt.

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Profound | Answer Engine Optimization from Tryprofound
Profound | Answer Engine Optimization from Tryprofound

Onboarding form where user enters agency name, website, region, and language during initial workspace creation

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Finance - Payouts | Nicelydone | Polar from Polar
Finance - Payouts | Nicelydone | Polar from Polar
Finance - Payouts | Nicelydone | Polar from Polar

User views payouts dashboard showing no account configured, triggers withdrawal which shows blocked modal, opens create payout account modal, selects country of residence from dropdown, and returns to dashboard with manage button and setup required status

Onboarding personalization step where user enters name and selects display theme before entering the app

Onboarding form where user confirms email, enters name, and sets password to finish account creation

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