Find your way around

Platform: ResiOnboarding · For: Executive Director, Department leads, Sales, Regional Directors, Owners

ResiOnboarding keeps your move-in work in one menu. This is a quick tour.

On a computer

The menu runs down the left side of the screen. You will see only the items that apply to you.

1. Dashboard shows a live overview of your community.
2. Residents lists everyone moving in.
3. Communities holds your community details and join code.
4. Regional compares your communities. It appears only if you belong to two or more.
5. Analytics shows trends and reports.
6. Communications is your inbox, organized by resident.
7. Surveys holds check-ins and their results.
8. Checklist Templates sets the default tasks for new residents.
9. Community Resources holds handbooks, links, contacts and trainings for residents.
10. Team is where you invite and manage staff.
11. Settings holds your profile and preferences.
12. Readiness Guide explains how the Readiness Score works.

Help & support and Sign Out sit below the menu. Select your name at the bottom to open Settings.

On a phone

1. Use the bar at the bottom: Dashboard, Residents, Messages and Surveys.
2. Tap More for everything else, including Help & support and Sign out.

Good to know

• Numbers beside a menu item show how many things are waiting for you.
• If you belong to more than one community, use the community switcher at the top of the page. Most pages follow the community you pick.
• If your organization uses other products from the team, a product switch appears at the top of the menu.

If something goes wrong

If a menu item you expect is missing, check your role with your Executive Director. For anything else, choose Help & support.