Getting Started
The Basics
How to Navigate Aptly
Learn about the different sections of Aptly.
Manage Your Profile
Keep your profile up to date, create an Inbox Signature, and set your default accounts.
Configure Company Info and Settings
Configure your basic company and account settings, set roles and permissions, and invite your team to Aptly.
Sync Your Property Management Data
Sync Aptly with your PM Software for locations, contacts, and more.
Connect a Personal Inbox
Connect your Gmail or Microsoft email with Aptly.
6 Reasons Property Teams Should Use Shared Inboxes in Aptly
With Aptly, you can create shared inboxes to manage communication as a team, route messages to the right people, and get more done.
Connect a Personal Calendar
Sync your calendar from Gmail or Microsoft Outlook 365 to manage calendar events in Aptly.
Connect a Shared Calendar
Add a shared calendar to ensure that all related teammates stay up to date on team events.
Navigate and Use the Calendar
Use the calendar for all of your personal and team events.
Connect a Twilio Line
Import your existing phone number from Twilio or create a new phone number with Twilio in Aptly
Using the Notifications Dashboard
Use the Notifications Dashboard to manage your notifications.
Manage the Notification Center
Enable or disable notifications that appear in-app, on your browser, mobile devices, and/or email.
Managing the Task Dashboard
Keep track of and manage all assigned tasks and cards in one space.
Best Practices for Inviting Teammates
Invite your teammates into Aptly and start collaborating.
Downloading the Aptly Mobile App
Direct links to the Google Play Store and Apple App Store.
Granting Support Access
Provide access to an Aptly team member for troubleshooting support.
How to Switch Payment Method to ACH
This article details how to move from credit payment to ACH
How to Find Help with Aptly
We have many resources to support your growth in Aptly.