Client Onboarding

Client Onboarding helps you set up a new client with the right people, properties, and billing details from day one.

What is this?

Client Onboarding is the guided setup flow for creating a client profile and configuring their initial access and billing.

When should I use it?

Use this when a new client signs on, or when you need to migrate an existing client into RentMatrix.

Prerequisites

• Client legal name and primary contact details.
• A list of properties and units to add.
• Billing contact and payment preferences.

note

If any of this information is missing, save the draft and complete it later.

Flow overview

Step-by-step

1. Start onboarding from Clients or Organizations.
2. Create the client profile and enter primary contacts.
3. Add properties, units, and ownership structure.
4. Invite client users and assign roles.
5. Configure billing and payment preferences.
6. Review the setup and complete onboarding.

Examples

• Onboard a new owner with two properties: Add the owner profile, enter both properties and units, then invite the owner's accountant with read-only access.
• Migrate an existing client: Import properties first, then add users and billing to match their current workflow.

Common mistakes / FAQs

• Billing setup is missing. Make sure a billing contact and payment method are saved before completion.
• Invite links expire. Resend the invite from the client's user list if needed.
• Ownership structure is unclear. Add a placeholder note and follow up before final approval.

Tips

• Collect ownership and payment details early to avoid setup delays.
• Use a checklist to verify each required step before completion.