Getting Started
Introduction
Introduction
What is Onboard?
Onboard is a client operating system built for freelancers and small agencies. It replaces the messy stack of WhatsApp, Google Drive, email threads, and spreadsheets that most freelancers use to manage clients after a project is signed.
Everything that happens after a client says yes — contracts, project progress, messages, invoices, and documents — lives in one clean workspace. Your client gets a private portal. You get your sanity back.
Tip
Core concepts
Freelancer workspace
When you sign up, you get a private dashboard at /dashboard. This is your command centre — clients, projects, invoices, messages and documents all live here.
Client portal
Every client you add gets a dedicated portal at onboard.vedanshh.dev/client/[id]. They can log in and see their project progress, download invoices, review contracts, and send messages — without ever emailing you.
Projects
A project ties everything together. Each project has its own progress stages, message thread, invoice list, and document folder. Nothing gets mixed up across clients.