Getting Started with CiviQ

Learn how to set up and use CiviQ to transform your community management experience.

CiviQ Overview Video

Watch our comprehensive introduction to CiviQ's features and capabilities

CiviQ Platform Overview

Complete walkthrough of CiviQ features

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Step-by-Step Setup Guide

Follow these simple steps to get your community up and running on CiviQ

1

Create Your Account

Sign up for CiviQ with your email address and start your 15-day free trial. No credit card required.

  • Visit the CiviQ sign-up page
  • Enter your community details
  • Verify your email address
  • Choose your plan (can be changed anytime)
2

Set Up Your Community Structure

Define your community layout with buildings, floors, and individual units.

  • Add buildings and blocks
  • Configure floors and wings
  • Set up individual units
  • Define unit types (1BHK, 2BHK, etc.)
3

Add Residents and Users

Import or manually add resident information and create user accounts.

  • Import resident data via CSV
  • Create user roles (Admin, Security, Resident)
  • Assign units to residents
  • Set up family members
4

Configure Financial Settings

Set up maintenance fees, fund accounts, and payment methods.

  • Define maintenance fee structure
  • Set up fund accounts (Maintenance, Corpus, etc.)
  • Configure payment gateway
  • Set collection schedules
5

Set Up Visitor Management

Configure visitor entry processes and security settings.

  • Choose visitor entry methods (QR, OTP, etc.)
  • Set up gate security accounts
  • Configure visitor categories
  • Enable notifications
6

Launch and Train Your Team

Go live with CiviQ and train your management committee and staff.

  • Conduct user training sessions
  • Distribute mobile app to residents
  • Set up admin workflows
  • Monitor and optimize usage

Feature-Specific Tutorials

Deep dive into specific CiviQ features with detailed guides

CiviQ Quick Start

Get up and running with CiviQ in minutes. Learn the essential features and setup process to start managing your community effectively.

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Funds and Accounts

Master financial management by setting up fund accounts, tracking collections, and managing community finances efficiently.

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Collection Managing

Streamline maintenance fee collection with automated reminders, payment tracking, and comprehensive collection reports.

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Expense Management

Track and manage community expenses with detailed categorization, approval workflows, and budget monitoring tools.

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Circulares and Notices

Create, distribute, and manage community announcements, circulars, and important notices to all residents efficiently.

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Complaints Management

Handle resident complaints systematically with ticket tracking, priority management, and resolution workflows.

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Meetings

Organize and manage community meetings with agenda creation, attendance tracking, and minutes documentation.

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Documents

Centralize and organize all community documents with secure storage, version control, and easy access for residents.

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Asset and Facilities

Manage community assets and facilities with maintenance scheduling, inventory tracking, and facility booking systems.

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Amenities and Bookings Management

Enable residents to book community amenities like clubhouse, pool, and sports facilities with automated scheduling and payment.

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Polls

Create and manage community polls to gather resident opinions, conduct surveys, and make data-driven decisions for your community.

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Visitor Management

Streamline visitor entry with QR codes, OTP verification, and digital visitor logs for enhanced security and convenience.

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Documentation & Resources

Comprehensive guides and documentation for advanced users

User Manual

Complete user manual with detailed instructions for all CiviQ features.

User Guide

Mobile App for Members

Download CiviQ Members mobile app for Android and iOS devices.

Android

Video Library

Access our complete library of tutorial videos and webinar recordings.

Browse Videos

Mobile App for Gatekeepers

Download CiviQ Gatekeeper mobile app for Android and iOS devices.

Android

Quick Tips for Success

Pro tips to get the most out of CiviQ

Best Practices

  • Start with basic features and gradually add advanced modules
  • Train your management committee thoroughly before resident rollout
  • Use bulk import features for faster data migration
  • Set up automated notifications for better communication
  • Regularly backup your data and review security settings

Common Mistakes to Avoid

  • Don't skip the initial community structure setup
  • Avoid creating too many user roles unnecessarily
  • Don't forget to test visitor management before going live
  • Avoid incomplete financial setup before collecting payments
  • Don't ignore regular software updates and feature releases

Ready to Start Your CiviQ Journey?

Begin with our free trial and experience the difference CiviQ can make for your community.