Lesson 1 of 10 · 2 min

Your setup roadmap

The eight steps from a linked channel to a fully automated account.

What you'll learn

  • See every setup step in order
  • Know which steps you can skip

Once a channel is linked (see Connect your channels), set up your account in this order. Each step builds on the one before it.

  1. Property structure: buildings, room types and units. Everything else attaches to these.
  2. AI chatbot for each building. Signed-in operators can follow the chatbot setup lessons.
  3. Message templates.
  4. Messaging flow for each building.
  5. Task management.
  6. Your team and internal groups.
  7. Other integrations: TTLock, deposits and eKYC.
  8. Link your PMS when you're ready to go live.

Up next

  • Create your property structure4 minView
  • Create message templates7 minView
  • Set up your messaging flow7 minView
  • Set up task management3 minView
  • Add your team and internal groups5 minView
  • Send TTLock passcodes automatically4 minView
  • Collect deposits through a payment link5 minView
  • Collect guest ID with eKYC4 minView
  • Link your PMS5 minView