Examples & Setup Guides

Use Case Library

See how to turn scattered onboarding into one branded help hub for communities, courses, SaaS products, client portals, agencies, and internal teams.

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Skool Community Help Hub

Give every member one place to start, get answers, watch tutorials, and find community resources without digging through posts.

What to include

  • Welcome video
  • Community rules
  • Start-here guide
  • FAQs
  • Course links
  • Event info
  • Downloadable resources

Where to share it

Pin it inside your Skool community, add it to your classroom resources, or share it as a simple hub link.

GoHighLevel Client Portal Hub

Give clients a branded support and onboarding hub inside or alongside your GoHighLevel client portal.

What to include

  • Client onboarding steps
  • Reporting walkthroughs
  • SOPs
  • Meeting recordings
  • Support links
  • Request forms
  • Timeline expectations

Where to share it

Add it as a GHL custom menu item, iframe it where supported, or share the hub link directly with clients.

Course Student Resource Hub

Give students one searchable place for course FAQs, module resources, templates, bonus content, and support instructions.

What to include

  • Getting started guide
  • Module FAQs
  • Video walkthroughs
  • Worksheets
  • Templates
  • Replay links
  • Office hours info

Where to share it

Add it to your course dashboard, welcome email, pinned community post, or student resource area.

SaaS Onboarding Hub

Help new users activate faster with one place for setup guides, product tutorials, troubleshooting, and support.

What to include

  • Setup checklist
  • Feature walkthroughs
  • Product tutorials
  • Troubleshooting FAQs
  • Integration guides
  • Support widget

Where to share it

Link it from your app, onboarding emails, help menu, website, welcome modal, or customer success messages.

Agency Client Onboarding Hub

Stop repeating the same onboarding calls, client instructions, documents, and process explanations.

What to include

  • How we work
  • Client homework
  • Project timelines
  • Deliverable examples
  • Meeting recordings
  • Support process
  • Next steps

Where to share it

Send it after purchase, add it to your client portal, include it in kickoff emails, or link it in proposals.

Internal Team Training Hub

Give your team one place for SOPs, training videos, process docs, tool walkthroughs, and internal FAQs.

What to include

  • SOPs
  • Loom videos
  • Role-specific checklists
  • Tool training
  • Company docs
  • Onboarding tasks
  • Internal policies

Where to share it

Link it from Slack, Notion, your intranet, internal dashboard, or employee onboarding emails.

Example

Skool Community Help Hub Example

Give every member one place to start, get answers, and find resources without digging through posts.

What this hub is for

Use this hub to organize your Skool onboarding, FAQs, tutorials, community rules, welcome resources, and support links in one searchable place.

What to include

  • Welcome video
  • Community rules
  • Start-here guide
  • FAQs
  • Course links
  • Event info
  • Downloadable resources

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Add your logo, brand colors, and custom domain.
  3. 3Create sections like Start Here, FAQs, Tutorials, and Resources.
  4. 4Add videos, files, links, and support widgets.
  5. 5Copy your public hub link.
  6. 6Add the link inside your Skool community using a pinned post, classroom resource, or community link.

Example layout

Start Here

  • Welcome to the community
  • How to get the best result
  • Your first 7 days
  • Where to ask questions

FAQs

  • How do I access the course?
  • Where are call replays?
  • How do I cancel?
  • Who do I contact for support?

Tutorials

  • How to update your profile
  • How to find classroom resources
  • How to join live calls
  • How to use the calendar

Downloads

  • Worksheets
  • Templates
  • Checklists
  • Bonus guides
Example

GoHighLevel Client Portal Hub Example

Give every client a branded place to find onboarding steps, support instructions, reporting walkthroughs, and resources.

What this hub is for

Use this hub to reduce repeated client questions and give clients a professional onboarding experience inside or alongside your GoHighLevel portal.

What to include

  • Client onboarding steps
  • Reporting walkthroughs
  • SOPs
  • Meeting recordings
  • Support links
  • Request forms
  • Timeline expectations

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Brand it with your agency logo, colors, and domain.
  3. 3Add sections for onboarding, setup, reporting, and support.
  4. 4Add videos, FAQs, files, forms, and support links.
  5. 5Copy your hub link or embed code.
  6. 6Add it inside GoHighLevel as a custom menu item, iframe it where supported, or send the link directly to clients.

Example layout

Start Here

  • Welcome from the agency
  • What happens next
  • How communication works
  • Client responsibilities

Getting Set Up

  • How to give access
  • How to submit assets
  • How to approve work
  • How to request changes

Reporting

  • How to read your dashboard
  • What each metric means
  • When reports are updated
  • How to ask questions

Support

  • How to contact us
  • Response times
  • Request forms
  • Escalation process
Example

Course Student Resource Hub Example

Give students one searchable home for course FAQs, tutorials, downloads, templates, and support instructions.

What this hub is for

Use this hub to make your course easier to navigate and reduce repeated questions from students.

What to include

  • Getting started guide
  • Module FAQs
  • Video walkthroughs
  • Worksheets
  • Templates
  • Replay links
  • Office hours info

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Add your course branding.
  3. 3Create sections for Start Here, Module Resources, FAQs, and Live Calls.
  4. 4Upload templates, worksheets, videos, and links.
  5. 5Copy your hub link.
  6. 6Add it to your course dashboard, welcome email, pinned post, or student resource area.

Example layout

Start Here

  • How to use the course
  • What to complete first
  • Student expectations
  • Where to get help

Module Resources

  • Module 1 downloads
  • Module 2 templates
  • Module 3 examples
  • Bonus materials

FAQs

  • Where do I find replays?
  • How do I submit homework?
  • How long do I have access?
  • How do I contact support?

Live Calls

  • Office hours schedule
  • Call links
  • Replay archive
  • Question submission form
Example

SaaS Onboarding Hub Example

Help new users activate faster with setup guides, product tutorials, troubleshooting, and support links in one place.

What this hub is for

Use this hub to help users get value faster, reduce support tickets, and improve first-week activation.

What to include

  • Setup checklist
  • Feature walkthroughs
  • Product tutorials
  • Troubleshooting FAQs
  • Integration guides
  • Support widget

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Add your SaaS branding and custom domain.
  3. 3Create sections for Getting Started, Product Tutorials, Troubleshooting, and Support.
  4. 4Add videos, FAQs, links, and support widgets.
  5. 5Copy your hub link or embed code.
  6. 6Link it from your app, onboarding emails, help menu, welcome modal, or website.

Example layout

Getting Started

  • Create your account
  • Complete setup
  • Invite your team
  • Launch checklist

Product Tutorials

  • How to use feature one
  • How to use feature two
  • How to connect integrations
  • How to manage settings

Troubleshooting

  • Login issues
  • Billing questions
  • Integration errors
  • Common setup mistakes

Support

  • Contact support
  • Book onboarding call
  • Submit a ticket
  • View status page
Example

Agency Client Onboarding Hub Example

Stop repeating the same onboarding calls, client instructions, documents, and process explanations.

What this hub is for

Use this hub to make client onboarding smoother, set expectations, reduce confusion, and keep every client aligned.

What to include

  • How we work
  • Client homework
  • Project timelines
  • Deliverable examples
  • Meeting recordings
  • Support process
  • Next steps

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Add your agency branding.
  3. 3Create sections for Welcome, Client Homework, Timeline, and Support.
  4. 4Add SOPs, videos, forms, files, and meeting recordings.
  5. 5Copy your hub link.
  6. 6Send it after purchase, add it to your client portal, include it in kickoff emails, or link it in proposals.

Example layout

Welcome

  • How we work
  • Meet the team
  • What happens next
  • Communication rules

Client Homework

  • Access checklist
  • Asset submission
  • Brand questionnaire
  • Approval process

Project Timeline

  • Week 1 expectations
  • Week 2 deliverables
  • Review stages
  • Launch process

Support

  • How to request changes
  • Response times
  • Meeting recordings
  • Escalation process
Example

Internal Team Training Hub Example

Give your team one searchable place for SOPs, training videos, process docs, tool walkthroughs, and internal FAQs.

What this hub is for

Use this hub to train new hires faster, document repeatable processes, and keep internal knowledge easy to find.

What to include

  • SOPs
  • Loom videos
  • Role-specific checklists
  • Tool training
  • Company docs
  • Onboarding tasks
  • Internal policies

How to set it up

  1. 1Create a new workspace in OnboardHub.
  2. 2Add your company branding.
  3. 3Create sections for New Hire Onboarding, SOPs, Tool Training, and Internal FAQs.
  4. 4Add process docs, videos, links, files, and checklists.
  5. 5Copy your hub link.
  6. 6Share it in Slack, Notion, your intranet, internal dashboard, or employee onboarding emails.

Example layout

New Hire Onboarding

  • First day checklist
  • Tools to set up
  • Company overview
  • Who to contact

SOPs

  • Sales process
  • Support process
  • Operations process
  • Delivery process

Tool Training

  • CRM walkthrough
  • Project management system
  • Communication tools
  • Reporting dashboard

Internal FAQs

  • Where are files stored?
  • How do I request access?
  • Who approves expenses?
  • How do I report issues?

Replace scattered docs with one searchable hub

Before OnboardHub

  • Repeated questions
  • Lost Loom videos
  • Forgotten Notion docs
  • Messy onboarding emails
  • Confused members or clients

With OnboardHub

  • One branded help hub
  • Searchable FAQs and tutorials
  • Videos, downloads, files, and links
  • Embed or share anywhere
  • Members, clients, students, and users self-serve

Best for

  • Communities
  • Courses
  • SaaS teams
  • Agencies
  • Client portals
  • Internal training

Ready to build your first help hub?

Create a branded, searchable onboarding hub your people can use from day one — no messy docs, no lost links, no repeated explanations.

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