Complete onboarding
Updated 2026-05-15
How you get here
You arrive at /onboarding after clicking the magic-link in your verification email. If you're already logged in but haven't finished onboarding, any visit to /dashboard redirects you here. You'll stay here until the wizard is complete.
Step 1: Profile + password
- Full name — pre-filled from what you entered at signup, but you can edit it. Required.
- Email — read-only. This is the address you verified.
- Role — read-only. Self-registered accounts get Organisation Admin by default.
- Password — required. Minimum 8 characters. Use a passphrase or a password manager.
- Confirm password — required. Must match the password field.
- Click Continue.
Step 2: Plan confirmation
A read-only summary of the plan you picked at signup:
- The plan name (Starter, Landlord, Professional, etc.)
- The monthly or annual price
- Your trial end date — for paid plans, your card isn't charged until this date
For the free Starter plan you'll see "Free forever" instead of a trial date.
This screen exists so you have a chance to spot any plan mismatch before going further. Click Continue to confirm.
Note: if you were invited to PropFlow by an existing organisation (rather than self-registering), this step is skipped — your plan is your inviting organisation's plan.
Step 3: Review and complete
A short summary screen showing:
- Your full name
- Your email
- Your role
Click ← Back to fix anything. Otherwise click Complete setup.
What happens when you click Complete setup
PropFlow:
- Sets your new password via Supabase auth
- Marks your landlord record as
onboarding_complete = true - Sets your
preferred_channel(defaults to Email — change this later in Settings) - Redirects you to
/dashboard
If something goes wrong
- "Email not verified." — your magic link expired or wasn't clicked. Open the verification email and click the link again, or request a fresh one from
/login. - Password not accepted — must be at least 8 characters. Use a longer passphrase if a short password is being rejected.
- Passwords don't match — re-type both fields and try again.
Next steps
- Understand your dashboard — what every section means.
- Add your first property — the recommended first task.
FAQ
- Why can't I skip onboarding?
- Because PropFlow needs a password set before you can sign in normally. If you try to visit /dashboard before finishing onboarding, you're sent back to /onboarding. It only takes about a minute.
- What happens if I close the browser mid-wizard?
- Your magic-link session may expire if you leave it for too long. Open the magic-link email again and click the link to resume. If the link is dead, request a fresh one from /login.
- What does 'preferred channel' mean?
- How you want to receive notifications by default — Email, WhatsApp, or SMS. You can change this later from Settings, and per-message overrides are always possible (e.g. a tenant might be SMS-first even if your default is Email).
- Why is my role pre-filled?
- When you self-register, PropFlow makes you the Organisation Admin of your account — the role with full permissions over your portfolio. Roles change if you're later added to a different organisation by another landlord or letting agent.
Ready to do this now?
Opens the relevant page in your PropFlow account.