Getting started
Start here
Your path from first sign-in to confident daily operations.
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Your first workspace
Start with accurate property information, then build your daily routine. You can read every guide without signing in. Product actions need your own account and the right workspace role.
Set up the essentials
Work through these guides at your own pace. You do not need to configure every integration before recording your first property.
- 1Create and access your account
- 2Complete onboarding
- 3Understand your workspace
- 4Add your first property
Build a daily routine
Start in Dashboard, review Inbox and record bookings and leads. Generated drafts are not automatically delivered to a customer.
Prepare your next steps
Review automation approvals before enabling rules. Confirm public property facts before requesting marketing drafts. Check your shared credit allowance before generating AI content.
Your first steps
- 01Create and access your accountRegister, sign in and recover access safely.
- 02Complete onboardingChoose your priorities and review your starting plan.
- 03Understand your workspaceKeep properties, conversations and team activity in the right place.
- 04PropertiesAdd and maintain the information your operations depend on.
- 05DashboardRead your portfolio summary and decide what needs attention.
- 06InboxReview conversations, manage attention and work with AI-assisted replies.
- 07BookingsRecord reservations and use consistent stay statuses.
- 08LeadsCapture inquiries and maintain a practical follow-up pipeline.
- 09AutomationsBuild supported stay workflows with clear approval expectations.
- 10Prepare a marketing profileResolve missing information and confirm facts before creating marketing content.
- 11Marketing AICreate text concepts grounded in confirmed public property information.
- 12AI credits and usagePlan your workspace’s shared monthly AI allowance.
- 13Pricing AIReview recommendations and deliberately update a property’s base rate.
- 14Reviews AIRecord reviews and prepare responses you can check before external use.
- 15AnalyticsUnderstand recorded trends without mistaking them for accounting or delivery proof.
- 16Connected toolsCheck what can be configured and what still requires setup.
- 17Team members and rolesInvite teammates and keep responsibilities and seats clear.
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