Onboarding Checklist for PMI Franchisee Members – Lynx

Onboarding Checklist: PMI

When to refer to this article:

You are a PMI Franchisee
You are a new Lynx customer
You want to understand the overall onboarding process and need specific links to articles in our knowledge base
You are doing Lynx software set up
You are ready to Go-Live

The Process/ Checklist:

#	Task	Link/ Instructions
1.	E-Sign Lynx Agreement	Lynx Standard Agreement - PMI
2.	Create Account	Sign up at https://app.getlynx.co
3.	Enable PMS Integration	Available Integrations can be found here
4.	Add Payment	Add Card/ Bank
5.	Add Property	Add Property
6.	Order Hardware (optional)	Click the cart icon on top right to order pre-programmed devices using the Hardware Order Form. Install devices for a plug and play experience.
7.	Owner Access	If you are a PMC/ VRM, that manages properties on behalf of the owners, provide owner their own access code by using Share A Key
8.	Users, Groups, Workflow	Begin here to find all the articles you will need to set up: Set up Groups Add all your staff members as users. Set up Guest check-out notification Add Maintenance notification recipients Add Smart Workflows for real-time field notifications Register for Training Webinar
9.	Messaging (Email, Text & Guest Web App: No Download)	Start with Messaging Overview Open this demo link of the guest web app on the browser of your phone to understand the user interface: https://demo.guest.getlynx.co/ Add the information specific to the property used in the tags in the messaging template. Update Property Location & Details Section sections of the property. Set Up Templates and Automations See Tips & Tricks for Messaging Setup If you don't have the time to finish the Messaging setup, you can send guest the access information using Default Access Email from Lynx Ask Lynx team to enable the outgoing messages for your account. Register for Training Webinar
10.	Link PMS/ Airbnb/ Vrbo to each Property:	Activate stay sync when you are ready to Go Live Link PMS/ Booking Site. (if applicable)

You are now LIVE on Lynx! Enjoy contact-less check-in and Real-time field updates!

Repeat this different checklist every time you bring a new property to your portfolio.

Need help? Email customersuccess@getlynx.co

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