Setup Guide

Get up and running in minutes. Step 1 is the one that matters most — your engines can’t fire until your channels are connected.

Onboarding Checklist
1

Connect Your Channels

This is what makes your engines fire. Link your email, phone, and calendar so MyREIO can send communications and book appointments on your behalf.

2

Add Credits to Your Account

Top up your balance so your automations, messaging, and communications run without interruption. Visit Credits & Billing to get started.

3

Activate Your First Automations

Browse all 50+ automations and switch on the ones that fit your workflow — lead follow-up, nurture, and more.

4

Import Your Contacts

Bring in your existing leads and clients so your automations can start working immediately.

5

Complete Your Profile

Fine-tune your business details and branding so every automation reflects your identity. (Most of this carried over from your setup — just review it.)

6

Review Your Performance

Check the Performance page to track leads, engagement, and value generated as your automations run.

Tutorials & Resources

Getting Started Video

A quick walkthrough of your member hub and core features.

Automation Library Guide

Learn what each of the 50+ automations does and when to use them.

Credits Explained

Understand how credits power your messaging and communications.

MyREIO • Real Estate Automation Platform • Credits power your automations, messaging, and communications.
MYREIO

Member Hub · Performance analytics powered by your automation engine