Help Center

How can we help?

Step-by-step guides for everything in Lyniro — from your first plan to advanced integrations.

🚀

Getting Started

Sign up, set up your workspace, and create your first plan.

7 guides
📋

Plans

Create, manage, and complete onboarding plans.

12 guides

Tasks

Add tasks, send to clients, track completion, manage blockers.

13 guides
📐

Templates

Build reusable onboarding blueprints with stages and tasks.

7 guides
🤝

Clients

Add contacts, share the portal, manage client access.

8 guides
👥

Team

Invite team members, set roles, manage your workspace.

7 guides
🔔

Notifications

In-app alerts, email notifications, Slack, and digests.

6 guides
📊

Analytics

Health scores, TTV, CSAT, and leadership dashboards.

6 guides
🔗

Integrations

Connect HubSpot, Salesforce, Zoho, Slack, Jira, and more.

10 guides
⚙️

Settings

Profile, company branding, email sender, API keys.

7 guides
💳

Billing

Plans, pricing, upgrades, and payment information.

7 guides
🔒

Security

Data storage, encryption, access control, and GDPR.

8 guides
🔧

Troubleshooting

Fix common issues with emails, logins, integrations.

8 guides

Still need help?

Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].

Email help@lyniro.com