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Introducing… Onboarding Guide

Float has had a bit of a makeover with several new features over the past 6 months, so we’re introducing each one in a separate article here. Keep your eye out for the next one! Check out why we’re so excited about our Float onboarding guide!


We wanted to improve the onboarding flow for new users and walk them through the basics step by step. We have now implemented a new onboarding guide to help users feel more comfortable with Float. Among other explanations, It goes through the steps for setting budgets.

float onboarding guide

One step of the Float onboarding process, which now takes new users through all the steps required to set up their cash flow forecast.

Harriet Stevenson

Conversion Marketing Manager at Float