Settings
Replay the tour, change the text size, or switch accounts.
First-Month Onboarding
Your weekly onboarding assignments — check them off before each call
Each week of your first month has a short list of tasks to finish before the onboarding call. Anything still open at call time is shared with your Regional and Owner — so check things off as you go.
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Import Residents
Pull your resident roster (with phone numbers) from your property software, then invite everyone to Sort by email & text
Connect your management software (Yardi, RealPage, Entrata, AppFolio, ResMan, MRI, Rent Manager, Buildium) or upload a rent-roll CSV. Once residents are imported, we email everyone an invite — and text those you've confirmed consent for. When a resident signs up with a phone number on the roster, they're auto-joined to this community: no property code needed.
1 · Connect your property software
Click a plugin to enter its credentials — the connection form flows in automatically.
2 · Roster & invites
| Unit | Name | Phone | Source | Status | |
|---|---|---|---|---|---|
| Select a property to view its roster. | |||||
Guest Card Delivery
Every prospect we send you lands in your CRM as a guest card.
📇 Guest card delivery
Every prospect Convivial sends you arrives in your CRM as a real guest card — tagged to our source, timestamped, no software to install. Works with Knock, Funnel, Entrata, RentCafe, RealPage, ResMan and every other CRM, because it uses the lead-intake address your CRM already gave this community.
The rest of the funnel
Optional, and all things you already have. With these we can send your office a calendar invite for every tour, point applicants at your own application with the right source code, and close out commissions by email.
Renters Insurance
The carrier you work with and the coverage you require, shown to residents and on your property page.
🛡️ Renters insurance
Turn this on and your property's Convivial page and the resident app show the carrier you work with, the minimum coverage you require, and a sign-up link.
Screening
Publish what your community requires. Applicants are measured against it on the Applicants page.
These requirements are shown to every applicant before they apply, and applied to every applicant identically — that consistency is what makes a decision defensible. Convivial never pulls credit, criminal or eviction history; record the result of the check your own screening provider runs, and we store only the pass or fail.
What this community requires
Applicants
How each applicant measures against your screening requirements.
| Applicant | Result | Income | Lease | Move-in | Household | Checks | Decision |
|---|---|---|---|---|---|---|---|
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Setup
About 10 minutes. After this, the roster, invites and leads run on their own.
Welcome back!
Overview of your properties and community
Resident Growth
New residents per week (12 weeks)
Resident Interests
Top interests across your properties
📅 Events calendar
Recent Residents
| Name | Property | Unit | Last active | Move-In | Joined |
|---|---|---|---|---|---|
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People
Everyone who works at your community, and how to reach them.
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My Properties
Manage your apartment complexes
Action Items
What needs your attention for this property — setup tasks and day-to-day approvals.
Spread the Word
Let residents know about the app: signs, flyers, emails and texts, ready to use.
App Features
Choose what residents at this property see in the app
Views
Traffic to this property's public page
Building Amenities
Manage amenities residents can see and book
Building Guide
The info residents see in-app — codes, wifi, leasing office, building rules, and more
Security Messages
Security concerns residents send from the app. Reply directly to the resident.
Health & Wellness
Curated resources residents see in-app — mental health, fitness, nutrition. Add phone numbers, websites, and YouTube videos.
Residents
View residents across all your properties
📬 Mail pickup
Got a package or letter for a resident? Pick them below and they'll get a push notification to come pick it up.
| Name | Property | Unit | Interests | Move-In | Joined |
|---|---|---|---|---|---|
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📥 Lead Inbox
Tour requests and leasing messages from your public site — review, reply, and track status.
| Status | Source | Name | Contact | Property | Message / Notes | When | |
|---|---|---|---|---|---|---|---|
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Flyers & Referral Links
Trackable referral links and QR codes, plus marketing flyers to print or share.
Referral Links
Turn your website into a trackable link. Share it anywhere (emails, ads, flyers) and see how many people it brings to you. Each link comes with a downloadable QR code. Want to set how much residents earn per referral? Manage referral rewards →
Invite an affiliate
Affiliates refer renters and sign up local businesses. With a phone number, they get a text with their personal dashboard link.
Flyers
Marketing flyers from Convivial Concierge. Pick the one you want to use at your property — download it to print or share. Your choice is saved so your team knows which flyer is in use.
Convivial Concierge signs
Print-ready signs for around the property. Each QR code takes people to Convivial Concierge. Download the PDF and send it to your print shop at the size listed.
Logos
For your website, newsletters and anything you make yourself. Use the dark versions on black or very dark backgrounds.
Analytics
Deep insights into your community engagement
Website Views
Visits and leads from your public Convivial listings (last 30 days)
Community Health Score
Composite score based on engagement, events, chat activity, and poll participation
Resident Growth
Cumulative residents over time
Event Attendance
Filled vs. available capacity
Interest Breakdown
What your residents are into
Event Categories
Most popular event types by attendance
Move-In Timeline
When residents moved into your properties
Chat Engagement
Building chat messages per week
Resident Availability
When your residents are free — use this to plan events
Based on availability submitted by residents in the app
Demographics
Snapshot of who lives in your building today.
Prompt Performance
How well the weekly gathering prompts are converting into actual plans — and what the system has learned this week.
Top 10 templates by conversion
Highest-converting prompts in this building. The picker weights toward these.
Proposed templates
New prompts auto-generated weekly by recombining top performers. Approve to add to the rotation.
Dead templates
Sent 5+ times in this building with 0 gatherings created. Templates dead in 3+ buildings are auto-retired.
Demoted & retired events
Events that have been visible 3+ days with 0 RSVPs for this building.
Analytics & SEO
Track how your properties perform on Google, ChatGPT, Perplexity, and more.
📊 Your Analytics
Convivial tracks visits and leads on every one of your listings — no GA4 needed.
✅ First-time setup (about 35 minutes total)
Complete these once to unlock data in every tool below. Progress saves on this device.
Tool dashboard
Each card opens the tool in a new tab, pre-filled with your property data when possible.
🤖 AI Engine Citation Tracker
No dashboard for this yet — AI engines don't expose analytics. Run these queries monthly in Perplexity (or ChatGPT) and note whether your property is cited.
Your properties
Jump straight to tool results for a specific property.
Weekly Social Posts
Generated every Monday. Copy, paste into your Facebook page. About 5 minutes of marketing per week.
Tip: Click Copy caption + hashtags, then paste into Facebook. Click Regenerate to rotate to a different template (Feature Friday, Available Now, Life at…, Weekend Tour, Why [City]).
Events
Create events for your property residents
| Event | Date & Time | Property | Price | RSVPs / Cap | Actions |
|---|---|---|---|---|---|
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Events
Approve suggested events, and see everything your residents see
💬 Send a message
Posts to the building chat as Property Manager, visible to all residents.
🏢 Property-hosted
Events your team runs. Event ideas wait here for your approval. Residents never see one until you approve it.
🏢 Property-hosted
Events your team runs. Event ideas wait here for your approval. Residents never see one until you approve it.
🙋 Resident-made & recommended
Events your residents created or suggested themselves.
🙋 Resident-made & recommended
Events your residents created or suggested themselves.
📍 Area & partner events
Happening nearby, pulled in automatically from local venues & partners.
📍 Area & partner events
Happening nearby, pulled in automatically from local venues & partners.
Host Events
Plan property events around when residents are free and what they actually want to do.
Announcements
Send an update to every resident who has signed up. It arrives as a push notification and in their notifications feed.
💬 Send a message
Posts to the building chat as Property Manager, visible to all residents.
Guest Access
Enter the 6-character code the guest gives you. Verify the photo matches, then "Mark entered" to log the entry.
Recent verifications (last 7 days)
| Time | Resident | Unit | Guest | Verified by |
|---|---|---|---|---|
| No recent verifications | ||||
Daily Polls
Create Question of the Day polls for your residents
| Question | Property | Options | Votes | Date | Status | Actions |
|---|---|---|---|---|---|---|
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Referral Program
Set cash rewards for residents who refer new tenants
Referral Activity
| Referrer | Referred | Property | Status | Referrer Paid | Referee Paid | Date | Actions |
|---|---|---|---|---|---|---|---|
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Referred contacts
People your residents referred from their phone contacts in the app. When one tours or moves in, it's matched by phone number — link or no link — and you and the resident are both notified.
| Referred | Phone | Referred by | Referred on | Status | Verified |
|---|---|---|---|---|---|
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Signed-up referrers
Anyone who created an account at /referrals/ to earn rewards.
Flyers printable templates partners can hand out
Businesses already in the program
Don't pitch these again — they already have your flyers in their window.
Affiliates
Door-to-door reps who hand flyers to businesses. Stack with the partner payout — when an affiliate's recruited business produces a lease, both get paid.
Per-property affiliate payout
Dollars an affiliate earns per lease produced by a business they recruited. Stacks on the partner (business) payout above.
⭐ Resident Reviews
Reviews submitted from your public property pages — approve, hide, and respond. Approved reviews show on /p/ and power Google star ratings in search results.
| Status | Rating | Reviewer | Property | Title / Body | When | |
|---|---|---|---|---|---|---|
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Google Reviews
Encourage residents to leave Google reviews for your properties
How It Works
1. Set Up
Add your Google Review link and customize the message
2. Send Prompts
Residents receive a friendly nudge to leave a review
3. Grow Reputation
Watch your Google ratings climb with authentic reviews
Content Moderation
Everything residents report — chat, the building feed, photos and profiles — plus anything Convivial's automatic photo screening catches. Apple expects reported content to be actioned within 24 hours.
| What was reported | Posted by | Where | Reason | Waiting | Status | Actions |
|---|---|---|---|---|---|---|
| No reports | ||||||
Chats
Group chats and 1:1 messages between residents in your buildings.
💬 Send a message
Posts to the building chat as Property Manager, visible to all residents.
Group chats
Deleting archives a chat (recoverable) and hides it from residents.
| Name | Creator | Building | Members | Messages | Status | Actions |
|---|---|---|---|---|---|---|
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1:1 messages
Private conversations between two residents appear here only after one was reported or used vulgar or sexual language. Each conversation you open is logged.
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1:1 messages
Private conversations between two residents appear here only after one was reported or used vulgar or sexual language. Each conversation you open is logged.
| Between | Building | Messages | Last message | |
|---|---|---|---|---|
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Organizations
Create organizations residents can follow. Followers get notified of new events. Hand an organization off to a resident leader when ready.
| Name | Category | Followers | Upcoming Events | Leader | Actions |
|---|---|---|---|---|---|
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Create Organization
Building Chat
The community chat feed for your building. Deleting a message removes it for everyone — this can't be undone.
Post a message
Posts to the building chat as Property Manager, visible to all residents.
Pin an event
Pins an event card to the top of the residents' chat feed. Only one event is pinned at a time, so this replaces the current pin.
The card stays at the top of residents' Social feed through the date you choose. To line up several pins, use the pin schedule on Host Events.
Recent messages
Newest first.
Community Inventory
Everything being lent and exchanged at your property — items residents added, plus your own.
| Item | Category | Added by | Max Borrow (days) | Status | Actions |
|---|---|---|---|---|---|
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Add Item
Questions
Ask our team anything. We'll reply right here — you'll see our answers on this page.
Or call (303) 999-6263 with any questions.
Ask a question
Rather talk it through?
Call Gabe Ross, our founder, at (303) 999-6263
Third Places
Manage community spaces and nearby favorites for residents
| Spot | Category | Location | Actions |
|---|---|---|---|
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Add Spot
Welcome Messages
Convivial Team welcome messages sent to residents at Day 1, 7, 30, and 90
| Resident | Milestone | Status | Sent Date | Response |
|---|---|---|---|---|
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Resident Messages
Messages sent to Convivial Team by your residents
Conversations
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Monthly Reports
Generate engagement summaries for your properties
Report Preview
Marketing Dashboard
Track your property listings across all platforms
Platform Listings
Click a platform to copy listing content or mark as posted
Listing Photos
Photos embedded with captions into every platform's listing content
Recent Leads
| Name | Platform | Contact | Status | Date | Actions |
|---|---|---|---|---|---|
| No leads yet | |||||
Resident Feedback
Bug reports, feedback, and feature requests from your residents
| Date | Resident | Property | Category | Description | Status | Actions |
|---|---|---|---|---|---|---|
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Neighbor Requests
Residents asking neighbors for a hand — rides, pet-sitting, moving help — and neighbors taking care of each other.
| Request | Resident | When | Reward | Responses | Status |
|---|---|---|---|---|---|
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Maintenance
Manage maintenance requests and workers for your properties
Maintenance Workers
| Name | Status | Actions | |
|---|---|---|---|
| No workers added yet | |||
Requests
| Category | Title | Unit | Priority | Status | Assigned To | Submitted | Actions |
|---|---|---|---|---|---|---|---|
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Requests
Everything residents sent the office — concierge questions and maintenance, in one queue
Inbox
| Source | What | Resident | Unit | Status | Waiting | Actions |
|---|---|---|---|---|---|---|
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