Account Setup Guide

This guide walks you through creating your account, joining an existing team, and keeping your personal account details up to date.

Creating a New Account

When you sign up for the first time, you are creating both a personal account and a new organization in one go. The registration process is split into three steps.

Step 1 — Organization Details

Your organization is the workspace that your whole team shares. Start by entering the basic details about your business.

Organization Name — The name of your business or team (e.g. Acme Inc). This will appear throughout the platform.
Organization Email — A shared contact email for your business (e.g. contact@acme.com). This address receives account and billing notifications, so use a mailbox that is actively monitored. It must not already be registered with another organization.
Phone Number — A contact phone number for your organization.

Step 2 — Localization

These settings control how dates, currencies, and measurements are displayed across your organization.

Post Code / ZIP Code — Your business’s postal code. This is used for tax calculations, so enter it accurately.
Country — Select the country your business operates from. Along with your post code, this may affect the VAT or sales tax applied to your subscription.
Time Zone — Select the time zone your team works in. All dates and times shown in the platform are displayed in this time zone.

Step 3 — Account Details

Finally, set up your personal login credentials.

Name — Your full name (e.g. John Doe).
Email — Your personal work email address. This is what you’ll use to sign in, and it must not already be registered with another account.
Password — Choose a strong password. You’ll be asked to enter it a second time to confirm there are no typos.

Once you submit, your organization and account are created and you are signed in automatically and taken to your dashboard.

Joining an Existing Organization

If someone has already created an organization and wants to add you to their team, they can invite you by email. You will receive an invitation link that takes you directly to a sign-up page for that organization.

The page will show a notice confirming which organization you are joining. You only need to provide:

Name — Your full name.
Password — Choose a password, then confirm it.

Your email address and role are already set by whoever sent the invitation, so you don’t need to enter them yourself.

After submitting, you’re signed in and taken to the dashboard.

Updating Your Profile

To update your personal details, navigate to Account → Profile.

You can change:

Name — Your display name shown across the platform.
Email — Your sign-in email address. It must not already be in use by another account.

You can also upload a profile photo (JPEG or PNG, max 1 MB). Square images work best. Your photo appears next to your name in the members list and other areas of the platform.

Calendar

Your AvaroAI calendar contains the events you are attending, property viewings, and key listing dates such as exchange. Navigate to Account → Calendar to access it.

Rather than viewing your calendar inside the platform, you subscribe to it from your preferred calendar application (such as Apple Calendar, Outlook, or Fantastical). This means your AvaroAI events appear alongside your other appointments automatically.

How to Subscribe

Click Copy calendar link on the Calendar page. This copies a private link to your clipboard.
Open your calendar application.
Find the option to add a calendar subscription (the exact wording varies by app — look for “Add calendar subscription”, “Subscribe to calendar”, or similar).
Paste the copied link when prompted.
Set the auto-refresh interval to one hour so your calendar stays up to date.

Things to Know

Events more than 90 days in the past are not included in the feed.
Events more than 180 days in the future are not included in the feed.
Google Calendar only refreshes subscriptions once per day, so it is not recommended if you need timely updates.

Your calendar link is private and unique to your account. Do not share it with others.

Password

Changing Your Password

If you are already signed in and want to update your password, navigate to Account → Password.

You will need to provide:

Existing password — Your current sign-in password, to confirm it is you making the change.
Replacement password — Your new password.
Confirm replacement — The new password entered a second time to make sure there are no typos.

Click Change to save. You will receive a confirmation message and can continue using the platform with your new password.

Forgotten Your Password

If you cannot sign in because you have forgotten your password, click Forgotten password? on the sign-in page.

Enter your email address and click Send. If an account exists for that address, you will receive an email containing a password reset link. The link is valid for one hour.

Follow the link in the email to reach the reset page. Your email address will already be filled in. Enter your new password, confirm it, and click Save. You will then be redirected to the sign-in page and can log in with your new password.