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Onboarding: Track Implementation Pre-work
Pre-Implementation
Track PM Prep List
Track Pulse Prep List
Track Advanced CRM Prep List
Company Setup Configuration
Company Setup - General Column (15:47)
Company Setup - User Setup Column (8:06)
Company Setup - Customizations (10:27)
Company Setup - Business Rules (12:50)
Unit Profiles Pre-work
The Unit Tree & Node Types (8:21)
Unit Types & Lodging Types (8:01)
General Unit Information (15:45)
Populating Amenities (13:15)
Reservation Configuration for Units (7:00)
Setting Security Codes (15:58)
Uploading Images (8:05)
Housekeeping & Maintenance Information (11:58)
Unit Policies (6:07)
The Misc. Tab (15:05)
Channel Settings (9:13)
Rooms & Bed Types (12:02)
Unit Profiles Import Template Walkthrough (30:25)
Enabling and Deactivating Units & Nodes (10:52)
Accounting Pre-work
Track Money Flow (27:37)
Requiring Funding on Reservations (6:13)
Vendors & Travel Agents (14:03)
General Ledgers (6:28)
Accounting Items (8:56)
Travel Insurance (7:37)
Configuring Taxes, Policies, and Districts (11:12)
Reservation Fees (12:21)
Unit Pricing (6:36)
OTA Program Fees (6:03)
Core CRM Pre-work
CRM Setup - General Column (29:52)
CRM Setup - Leads Column (22:59)
CRM Setup - Notifications (3:29)
Pulse Pre-work
Call Center Setup - System Setup Column (28:59)
Call Center Setup - Call Routing Column (37:51)
Call Center Setup - Agents Column
Call Center Setup - Performance Monitoring (20:43)
Default Audio Files
Web Chat Setup - Configuration (6:00)
Web Chat Setup - Demo (4:18)
Distribution & Integrations Pre-work
Reservation Types (12:03)
Distribution Channels (3:50)
API Keys (Server Keys) (3:08)
Access Control Accounts (7:02)
Import Template Walkthrough (13:47)
Bulk Operations Tool (7:57)
Reviews Management (5:47)
Saved Response - Guest Review (3:45)
Automated Host Reviews (3:23)
Automated Host Review Preferances (2:37)
Reservations Pre-work
Reservation Preferences (4:01)
Availability Gap Rules (2:07)
Online Booking Preferences (2:16)
Unit Block Reasons (2:17)
Cancellation Reasons (2:36)
Unit Move Reasons (1:28)
Campaigns (2:28)
Tags (2:52)
Seasonal Rates (11:37)
Daily Rates (19:42)
Rate Types (17:13)
Discounts (9:20)
Promo Codes (20:37)
Quote Configuration (19:48)
Guarantee Policies (18:38)
Cancellation Policies (8:59)
Reservation & E-Sign Documents (6:01)
Triggers & Automations (8:19)
Advanced CRM Pre-work
SMS Setup - Regulatory Compliance
SMS Setup - Configuration (5:12)
SMS Setup - Demo (5:25)
Surveys Setup - Designing a Survey (18:50)
Surveys Setup - Sending a Survey (16:36)
Surveys Setup - Result Management (19:42)
Brevo Setup - Helpful Guides
Housekeeping Pre-work
Housekeeping Preferences (9:38)
Cleaning Types (8:26)
Automatic Inspections (6:07)
Stock Items (7:55)
Housekeeping Zones (3:51)
Task Manager (8:14)
Unit Profile Settings (11:58)
Housekeeping Grid (7:03)
Housekeeping Assignments (8:13)
Work Orders (17:05)
Unit Status List (3:31)
Billing (6:20)
Portal Demonstration (5:59)
Maintenance Pre-work
Maintenance Preferences (3:28)
Work Order Problems
Task Manager (4:19)
Work Order Templates (7:29)
Maintenance Zones (3:49)
Unit Profile Settings (11:58)
Add Work Order (6:31)
Work Orders (6:40)
Recurring Work Orders (4:57)
Owner and Vendor Charges (6:54)
Portal Demonstration (5:16)
Saved Response - Guest Review
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