When onboarding with Alto, once your My Account To-Do List is complete, your dedicated Onboarding Coordinator will contact you to arrange a convenient time for a 45-60 minute Zoom call.
Your Onboarding Coordinator will discuss the following:
- Details of your order:
- Number of branches, and how are they split between departments
- Number of users
- Number of accounts licenses
- Any add-ons, i.e. The Letting Centre letters pack, PropertyFile
- Do you market Sales and/or Lettings, operate Overseas, require Property Management and Accounts?
- Will you be manually adding your data or are we migrating you from a current software system?
- How many properties you manage (if relevant)
- Any specific requirements (department branding)
- The structure of the training sessions
- A brief overview of the accounts practice and go live process
- An estimated timescale for project completion
-
Related Help Centre articles that you may find useful.