From sign-up to a live, owner-ready property — the full checklist.
For operators
· 5 min read
Here's the complete path to a live property, beyond the two wizard steps.
Full setup checklist
1
Connect your PMS so reservations, room types and rates sync in (see Connecting your PMS).
2
Review your units — they're imported during the first sync. Check each one has the right room type.
3
Choose an ownership mode for the property: direct (fractional), timeshare (days), or points.
4
Add owners and assign units, with a start date per contract.
5
Set owner visibility defaults — what each owner can see (financials, calendar, guest names, owner stays).
6
Configure settlement rules (commission, cleaning, OTA fees) under Settlements → Rules.
7
Optionally turn on automatic room rotation so new bookings are routed fairly.
8
Optionally customise branding so the owner portal carries your logo and colours.
Screenshot coming soonProperty detail page with units, owners and settings
Notas: You can run a property with routing off and use the manual revenue balancer instead. Both keep earnings fair — routing is proactive (at booking time), the balancer is reactive (review and apply).