Getting started

How do I finish optional onboarding tasks in LOXA?

Open each item under Before you collect rent online. The account is ready for the workflows your team will use.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Getting started screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Getting started workflow in your LOXA role.
  • Have payment connection, documents, staff, and profile fields ready before you begin.

Step by step

  1. Sign in to LOXA and open Getting started.

  2. Open each item under Before you collect rent online

  3. Enter or review payment connection, documents, staff, and profile fields.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the account is ready for the workflows your team will use.

What should happen

The account is ready for the workflows your team will use.

Open this workflow in LOXA