Phase 5: Go-Live & Graduation

Finalize setup, confirm readiness, and prepare for launch

Client Portal

Objective: Understand your client's experience and what they can do in the portal.

Progress: 0%

Client Portal Guide

Guided walkthrough covering the client portal experience.

Managing Customer Records and Portal Access in the Admin Portal

Navigate the Customers tab, manage portal users, impersonate client portals, and maintain customer records.

Manage Payment Methods & AutoPay

Understand how clients control payments and automation.

ACH Codes – What They Are and Why They Matter

Learn about ACH codes used for secure bank transactions.

Completion Criteria

• ✅ Impersonation test completed successfully

Graduation & Review

Objective: Confirm readiness for go-live and product adoption.

Progress: 0%

Go-Live Checklist

Step-by-step tasks to confirm launch readiness.

Completion Criteria

• ✅ Graduation checklist completed
• ✅ Go-Live confirmation email sent/received

FAQs

When should I schedule my Go-Live?▶

We recommend scheduling Go-Live after successful client portal testing and internal validation of your workflows.

Who should receive the Go-Live confirmation email?▶

We suggest sending it to your internal champion, finance lead, and FlexPoint Support for visibility.