Lydira

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Getting started

Sign up, invite your team, import your customers.

Getting started with Lydira

1. Sign up

Visit app.lydira.com/sign_up and create your account. You’ll land on our onboarding wizard — three fields, 60 seconds, done.

2. Verify your email + choose a plan

We’ll email you a verification link. Click through, then pick:

  • Free if you want to evaluate (25 AI credits, 5 active trips)
  • Solo / Studio / Agency for active use — see pricing
  • Enterprise for SSO, self-hosted, or custom terms — contact sales

3. Invite your team (Studio and above)

Settings → Team → Invite. Each advisor gets their own login with a role (manager, staff) scoped to the companies they work on.

4. Add your customers

Create them individually under Customers → New, or let them accrue as you work — a forwarded enquiry, a business-card scan, or a voice memo each create a customer record.

Bringing a full book over from another system? Talk to us and we’ll help you plan the move.

Next steps