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.
- Property structure: buildings, room types and units. Everything else attaches to these.
- AI chatbot for each building. Signed-in operators can follow the chatbot setup lessons.
- Message templates.
- Messaging flow for each building.
- Task management.
- Your team and internal groups.
- Other integrations: TTLock, deposits and eKYC.
- 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