Plans

How to Create and Manage Onboarding Plans in Lyniro

Everything you need to know about onboarding plans — from creation to completion.

Creating Plans

Start a new onboarding plan for a customer.

How do I create a new onboarding plan?
1
Click New Customer on your Dashboard
2
Enter the customer name (required) and company name (optional)
3
Optionally set a go-live target date
4
Select a template from the dropdown to pre-populate tasks (or leave blank for an empty plan)
5
Click Create plan — you land directly on the new plan

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I create a plan from a template?
1
Click New Customer on the Dashboard
2
In the "Start from template" dropdown, select your template — it shows the task count next to each name
3
Fill in the customer name and optional details
4
Click Create plan

All tasks from the template are copied into the plan, including the notification settings you configured. No manual setup needed per customer.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I import multiple customers at once from a spreadsheet?
1
On the Dashboard, click Import CSV
2
Upload a .csv or .xlsx file
3
Map your columns to Lyniro fields — Customer Name is required
4
Optionally select a template to apply to all imported plans
5
Review the preview list and click Import

💡 Tip: Your CSV must have at least one column with customer names. Other useful columns: Company Name, Contact Email, Go-live Date.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Managing Plans

Day-to-day plan management.

What are stages in a plan?

Stages divide your onboarding plan into phases — for example: Kickoff → Setup → Training → Go-Live.

Tasks are assigned to stages so you can see which phase each task belongs to. The stages for a plan come from the template used to create it. If you created a blank plan, default stages are applied.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I set or change the go-live date?
1
Open any plan
2
In the plan header, click "Set go-live date" (or the existing date if already set)
3
Pick a date from the calendar that appears
4
The date is saved immediately — no Save button needed

⚠️ Note: If today is past the go-live date and the plan is not complete, the date shows in red with an "Overdue" label on your Dashboard.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What does the health score mean?

Every plan has a health score from 0 to 100 that tells you how the onboarding is progressing:

  • 70–100 (Green) — plan is on track
  • 40–69 (Amber) — plan needs attention
  • 0–39 (Red) — plan is at risk

The score is calculated from: number of blocked tasks, days since last activity, progress vs the go-live date, and overall completion percentage.

💡 Tip: Hover over the health score number to see exactly what factors are affecting it — for example "2 blocked tasks, no activity in 8 days".

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I view only at-risk or completed plans?
1
On the Dashboard, find the filter tabs above the plan list
2
Click In Progress to see only active plans
3
Click Completed to see finished plans
4
Click All to see everything
5
Use the search box to filter by customer or company name

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What is the Plan settings gear icon?

The gear icon in the plan header lets you configure notification settings for this specific plan:

  • Client notifications: send emails for all tasks / client tasks only / none
  • CC email: copy someone else on all client emails (e.g. the client's manager)
  • Escalation email: notify someone if a task stays blocked for 48+ hours

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I present a plan during a kickoff call?
1
Open any plan
2
Click the Present button in the plan header
3
A clean presentation view opens in a new browser tab
4
Share your screen in this tab during the call

The presentation view shows only what the client should see: their task list, progress bar, and resources. Internal notes, health scores, and CSM data are hidden automatically.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Completing Plans

How to close out an onboarding plan.

How do I mark a plan as complete?
1
Open the plan
2
Click the green Mark complete button in the plan header
3
Read the confirmation dialog that appears
4
Click Confirm

After marking complete: the plan becomes read-only, a completion notification is sent to the client, and a CSAT survey is automatically sent asking them to rate their onboarding experience.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

What happens to a plan after it is marked complete?

Completed plans are read-only. You can still view all the tasks, notes, messages, contacts, and activity history. The plan no longer counts toward your active plan limit.

The plan appears under the Completed filter on your Dashboard.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Can I reopen a completed plan?

Completed plans cannot be reopened from the app currently. If you need to reopen one, email us at help@lyniro.com with the customer name and we will reset the status for you.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

How do I delete a plan?

Plans cannot be deleted from the app — this protects your audit history and activity log. If you need a plan permanently removed, email help@lyniro.com with the plan details.

Still stuck? Email us at help@lyniro.com — we respond within 24 hours.

Still need help?

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

Email help@lyniro.com