> For the complete documentation index, see [llms.txt](https://docs.okup.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.okup.ai/okupai-platform/getting-started/onboarding.md).

# Onboarding

Create your OkupAI account and start your free trial — in about 5 minutes.

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## 🧭 What onboarding covers

Onboarding is the signup flow at [dashboard.okup.ai/start](https://dashboard.okup.ai/start). It creates:

* Your **OkupAI account** (your login for the dashboard)
* Your **14-day free trial** — no charge during the trial
* An empty dashboard, ready for your first property

{% hint style="info" %}
You don't need any technical knowledge, and nothing is connected to Airbnb or Booking.com yet. Connecting platforms comes later — after your first property exists.
{% endhint %}

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## 📋 What to have ready

Before you start, have these at hand:

* Your **email address** and a phone number
* Your **billing address** — it appears on the invoices generated for your guests
* If you operate as a company: **company name, VAT number, and registry number** (optional)

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## ➡️ The 4 signup steps

**1️⃣ Profile**

Your account data:

* First and last name, email, username and password
* Preferred language and country
* Phone number

{% hint style="info" %}
Username and email availability are checked live while you type. If you sign up **as a business**, you can also enter your company name, VAT number, and company registry number — these will be used for billing.
{% endhint %}

**2️⃣ Invoicing data**

Your address: street, number, postal code, and city.

This address is used on the **invoices automatically generated for your guests**, so make sure it is the address you want guests to see.

**3️⃣ Plan**

Choose your trial plan:

* **Basic** — core channel management
* **Advanced** — adds more automation features

Every plan starts with a **14-day free trial**. You can change plans later at any time.

**4️⃣ Review**

Check your details and confirm. Your account and trial are created immediately.

{% hint style="info" %}
The onboarding process now includes improved layout and functionality, ensuring a smoother experience. The panels will automatically scroll to the top as you navigate through the steps.
{% endhint %}

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## 🔑 Password Reset Process

If you need to reset your password, follow these steps:

1. **Request a Reset Code**: Enter your username on the **Forgot Password** page. If an account exists, a code will be sent to your registered email.
2. **Verify the Code**: Enter the verification code you received via email.
3. **Set a New Password**: Once the code is verified, you will be prompted to set a new password for your account.

{% hint style="info" %}
If you encounter any issues during the password reset process, contact support for assistance.
{% endhint %}

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## ✅ What happens after signup

You are logged in automatically and taken straight to the **Properties** page, with the **Add new property** window already open.

From here, the recommended path is:

1. Add your first property
2. Connect your booking platforms (Airbnb / Booking.com)
3. Adjust prices and minimum nights
4. Set up automatic guest messages

{% hint style="warning" %}
Until you connect a platform, no bookings can arrive — your new dashboard stays safely empty. There is no risk of overbooking during setup.
{% endhint %}

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## ❓ Something went wrong?

If signup fails or you get stuck at any step, contact us directly on WhatsApp or at <office@okup.ai> — we'll finish the setup with you.

***

**➡️ Next step**

Continue with **Add a new property** to create your first unit.