This document outlines the policy for activating new client accounts and the onboarding process for property communities adopting the Unify LIV platform.
Please read carefully and ensure you understand all terms, conditions, and obligations contained herein. These terms are designed to ensure the best possible customer experience.
Account Activation
Step | Action | Responsible Party |
1. | Order Form Signed | Client |
2. | Customer Representative Assigned | Unify |
3. | Kickoff Call Scheduled | Unify Onboarding Manager |
4. | Data and Brand Assets Submitted | Client |
5. | Account Configuration & Setup | Unify Implementation Team |
6. | Go-LIve with Residents | Unify + Client |
Onboarding Process
The onboarding process is designed to integrate property teams and residents into the Unify LIV platform in a structured and supportive way.
Week 1: Foundation Setup
Kickoff Meeting (project scope, timelines, expectations)
Submission of resident/unit data (CSV or Excel)
Submission of branding elements (logos, color guidelines, etc.)
Preliminary configuration of platform modules (based on tier)
Week 2–3: Configuration & Training
Platform customization and module setup
Announcements, amenity bookings, concierge tools, inspections, etc.
Review and customization of resident communication templates
Staff training sessions (via Google meets; number of sessions based on tier)
Creation and approval of launch signage and QR code materials
Week 4: Launch & Transition
Platform goes live for staff and residents
Onboarding checklist reviewed and completed
Launch support and FAQs distributed to the community
Introduction to ongoing support channels
Post-Launch: Ongoing Success
Help Center access provided to staff and residents
Optional monthly success reviews for Elite clients
Refresher training available upon request
Onboarding Checklist
To ensure a complete and high-quality launch, the following checklist will be used:
Customer Representative assigned
Resident and building data submitted
Platform modules configured
Admin and concierge trained
Launch communication
Signage and QR materials delivered
Platform go-live completed
Post-launch review conducted
Additional Services & Fees
The following services are available outside standard tier inclusions. Charges apply as outlined below:
Service | Fee |
Extended Consulting / Configuration | $150/hour |
Re-import of Resident or Unit Data | Starting at $150 |
Missed Onboarding Session (no prior notice) | $100 admin fee |
Additional Training Session (outside tier) | $150/hour |
Custom Report or Dashboard (Elite only) | Included in Elite tier |
Reconnection (after service suspension) | $100 |
Payment Terms
Setup Fees: Due before onboarding begins.
Subscription Fees: Billed quarterly or annually, based on your agreement.
Late Payments: Subject to 3% monthly interest or Prime + 3%, whichever is higher.
Taxes: All fees are exclusive of applicable federal and provincial taxes.
Policy Updates
This policy may be updated from time to time. Any changes will be communicated in writing and reflected in your agreement with Unify LIV.
Support & Questions
Your success is our priority. If you have any questions during or after onboarding, please reach out to your assigned Onboarding Manager or contact us at: