Onboarding Checklist
22 views 0 June 21, 2021 webdesigngracesoft-com
Onboarding Checklist Property Name_ID: ******
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Phone Number | | |
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Review Default Settings | Onboarding Completed By: | Date: |
Setup>Basic>Default Settings | - Default reservation view. Set to Full or Quick Reservation.
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General Settings | - Page Settings. Easy Innkeeping opens to screen selected as default
- Chart Settings –
- Date Settings. Set default check-in and check-out times here
- Night Audit Settings –
- Condo Owner Settings – set individual owner percentages
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Setup Rates & Accounts | STATUS |
Setup Rates, Units, Room Types Setup>Basic> | - Unit Rate > Rate options include extra person, seasonal
- Units > Make sure Room Names are correct
- Room Types > Make sure Max Occupancy is correct
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Setup Other Sale items (Non Lodging)Setup>Accounts | - Account Code – anything sold that is not a room charge
- Charges/Inventory
- Always make sure the Main Group is Charges (not the default)
- Default Amount is 0, can be left at that if price varies, but can be set if price is fixed
- # of items must be filled in – for a product, use accurate number for inventory purposes; for a service, use something like 9999
- Discounts
- Can be added if default categories don’t cover the discount
- For room discount, use the default room discount
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Setting Up Employee Access | - Access Levels – the only level by default is Administrator. All others must be added, with access levels determined for each category
- Employee Setup – assign user names, passwords, and access levels
- Shift List –can generate Shift Report to see activity for a shift
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For Review STATUS
Review Report | - Guest Reports and Financial Reports
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Test Reservations | - Make a test reservation on Calendar, Modify, and Cancel it.
- Also make test reservation Online.
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Verify Credit Card Processor | - TokenX, Authorize.net, Stripe or Paypal
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Review Browser Settings | - Verify they are using Chrome or Firefox
- Set bookmark or startup page
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Review Support Contact | - Explain access to live chat, after hours chat. Introduce Support team
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Additional Training As Needed STATUS
Reservation Rules | - Minimum Nights Restrictions – applies to whole property
- Automatic for online booking
- Make sure box is checked if Rule Message should be displayed for in-house staff; a pop-up will show the message
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Customize Labels | - Status Colors, Online Booking page, Res Screen, Billing Screen
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Module | Ticket No / Status | | Module | Ticket No / Status |
Credit Card Processing | | | OTA | |
Condo | | | E-Signature | |