The Property Management Platform is very powerful and has many features. It is important to consider a variety of aspects of your business when onboarding, so that you correctly configure your settings to work best for your business.
Below are a list of questions that you should cover with your Onboarding Specialist:
Questions to consider during set up:
Are you already using another PMS to manage property data?
What is the system of record for your property data?
Do you have any inactive properties?
Are you using certain channels for only some of your properties?
Do you have any special fees by property?
Are you the owner of these properties?
If you are not the owner of your properties, do you want to give calendar and reporting access to the owners you work with?
Who is the main point of contact at your company who will manage property details?
Special circumstances if you're using Airbnb:
Are you a Co-Host?
Are any of your listings Airbnb Plus?
Do any of your properties require a master / sub-unit structure? (This is where one listing has smaller listings “inside”, so that when the smaller listing is booked, the larger listing needs to be blocked. We call this a “parent-child relationship” for listings.)