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Track your properties, manage expenses, and grow your portfolio with PropZy.
Track your properties, manage expenses, and grow your portfolio with PropZy.
A guided wizard walks you through configuring your business details and billing before you start inviting clients.
When you first create an organisation in PropZy, you'll be guided through a setup wizard that walks you through the essential configuration steps. The wizard ensures everything is in place before you start inviting clients.
You can return to any of these settings later from the organisation management dashboard, but completing the wizard upfront gives you a solid foundation.
The first step is entering your business details:
These details are visible to your clients and appear in invitation emails, so make sure they accurately represent your business. You can update them at any time from the branding settings.
The next step is setting up billing for your organisation. PropZy uses Stripe to handle all payment processing securely. During setup, you'll:
Connect your organisation to Stripe for payment processing.
Choose the subscription plan for your clients.
Review the per-client pricing structure.
Organisation billing is managed separately from individual user billing. For full details on how billing works, see the Organisation Billing page.
Once you've entered your business details and configured billing, your organisation is ready to go. You'll be taken to the organisation dashboard where you can:
Learn how to invite clients to your organisation: