Onboarding Guide

The Onboarding Wizard#

On your first login, Syndic+ presents a 6-step wizard to configure your syndicate. Each step is essential to get the most out of the platform.

Step 1 — Your Account#

Verify and complete your personal information:

• Full name — As it will appear in official communications
• Email address — Used for notifications and account recovery
• Phone number — Optional, but recommended for emergencies

Step 2 — Syndicate Information#

Configure the basic information for your condo:

• Syndicate name — e.g., "Syndicate of co-ownership 123 Main Street"
• Building address — The physical address of the building
• NEQ number — The Quebec enterprise number (Registraire des entreprises)

Step 3 — Plan Selection#

Select your pricing plan based on the number of units in your building. See the Pricing Plans page for a detailed comparison.

Step 4 — Preferences#

Configure your syndicate preferences:

• Default language — French or English for communications
• Theme — Light, dark, or automatic
• Notifications — Choose which email notifications you want to receive

Step 5 — Subdomain#

Choose a custom subdomain for your syndicate. This subdomain will be used for the co-owner portal.

Example: my-syndicate.syndic.plus

Step 6 — Checklist#

The last step shows a checklist of recommended actions:

• Add the building's units
• Register co-owners
• Set up insurance policies
• Complete compliance information
• Plan the next meeting

After Onboarding#

Once the wizard is complete, you'll access the main dashboard. The dashboard displays:

• A summary of alerts and required actions
• The overall compliance score
• Upcoming deadlines (insurance, meetings, maintenance)
• Fund status (operations, contingency, self-insurance)