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Onboarding

Step-by-step guides to setting up your property management, supplier, customer or affiliate workspace.

5 articles

Onboarding overviewChoose what to set up, work through a few short steps and create your workspace. Your progress is saved as you go.2 min read
Property manager onboardingSet up your property operations workspace in five steps: Business, Portfolio, Workflows, Team and Go live.2 min read
Supplier onboardingSet up your supplier workspace in five steps: Company, Services, Coverage, Compliance and Review.1 min read
Customer onboardingConnect to your property or tenancy, set your contact preferences and unlock your portal features in four steps.2 min read
Affiliate onboardingLaunch your affiliate workspace in four steps: Profile, Audience, Payouts and Finish.1 min read

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