Onboarding checklist: Listings

1. First, choose your property listing type and create the listing on Guesty:
   • Single-unit
   • Multi-unit
     If your subunits share the same location, prices, and amenities (hotels or aparthotels types), you can link them together to a Multi-Unit Complex.
2. Next, activate your listing on Guesty.

1. Go to your listing, scroll down, and click on the Settings tab.
   1. Make sure the PMS Feature toggle is “on” (it should be activated by default).
      This allows your listing to sync data from Guesty with channels, as well as, enables core functions on the platform.
   2. Choose a unique nickname for internal use.
   3. Add relevant tags to help you find and filter your listings.
   4. Set your cleaning status automation.

Update the following settings for your property:

• Location and property details (listing type, occupancy, etc.)
• Included amenities
• Sleeping arrangements (bedrooms, beds, and shared spaces)
• License and owners
  Learn more about owners in Step 7 below.
• Custom Fields

1. Review/update your listing’s Base Price and update your Additional Fees & Charges.
   This includes cleaning fees, extra person fees, security deposits, and weekend rates.
2. Add your listing's taxes.
3. Add Markups or Markdowns.
   Marks/Markdowns adjust your listing's accommodation fare by a certain percentage. 
   This applies to the listing's nightly rate, base price, and extra person fee.
4. Set up Commission formulas (unless you’re using our Accounting feature).
5. Set up your Channel Payment Settings if you're connected to external booking channels in the marketplace.
   1. Check your available distribution options.
   2. Learn more with Step 9 below.
6. Set up Auto payments to configure your automatic payments and authorization holds for each reservation.
   1. Set up your Auto Payment rules.
   2. If you are using Stripe, make sure to connect your Stripe account to Guesty.
      Learn more about setting up and using Stripe for your listing.
   3. Add an authorization hold for fraud prevention either automatically or manually.

1. Learn more with Guesty's Revenue Management Guesty webinar.
   Guesty's Revenue Management tools:

   • Rate Strategy

   • Guesty PriceOptimizer

   • Rate Plans

   • Promotions

   • Coupons

2. If you are using an external pricing tool, make sure the new listing is active and assigned on the tool’s platform.

1. Send an email to your CSM and ask them to activate the service if you would like to use the Guest Communication Service for your listing.
2. Set up reviews and white labeling requirements.
3. If needed, send us additional IFTTTs and screening rules.

• Auto Message
  Automated Messages are scheduled messages that you send proactively, to make sure guests get all the information they need from you (and vice versa).
  They're for confirmed reservations only, regardless of whether or not the guest has contacted you yet.
  
  1. Create workflows for all the scenarios you want to cover with automation.
  2. Make sure that your new listing has Automated Messages implemented.
  3. You can create Auto Messages and apply conditions.

• Saved Replies
  Saved Replies allow you to quickly respond to guests' frequently asked questions in your style and tone.
  1. Create a Saved Reply.
  2. Add personalized information with custom fields to your Saved Replies.
  3. If you are using our Receptionist Service (GCS explained above), make sure to have as many Saved Replies as possible.
     1. You can create folders to organize your Saved Replies.
     2. Make sure the folder's name is clearly labeled and as specific as possible, so that our Guest Communication Services team can quickly and conveniently respond to guests.

• Auto Reviews
  This feature automatically sends reviews to your guests via Guesty.
  1. Activate the Auto Reviews feature.
  2. Create an Auto Review template.
• Auto Response
  Auto Response is a delayed answer that you send reactively, only after a guest has sent you a query, to ensure it's always answered.
  
  This allows you to customize responses that will automatically be sent to confirmed guests, depending on their stay's status (e.g. before checking in, during their stay, on the day of check out, etc.).
  
  Auto Responses can be sent to reservations with any status.
  
  1. Create an Auto Response template.
     For multi-listings, templates will automatically apply to all sub-units.
  2. Customize your templates by adding variables to automatically fill in information (e.g., guest's full name, check-in and check-out times, wifi code, etc.).

1. Make sure that you first create or edit an owner.
2. Assign a listing to an owner (you can also assign an owner to a listing via the Property settings on the listing's page, discussed in Step 3).
3. Set up their Owners Portal (if relevant).

To manage your user settings, click your Profile picture > Users Management and then select your relevant user, and click Roles & permissions.

1. Create a user in Guesty or add an existing user to a group.
2. If you have staff with listing permissions (“Listing Viewer”, “Listing Admin”, etc.), add your listing to the relevant user’s view.
3. Make sure the relevant Guest Communication representatives have the new listing added to their Saved Views in the Inbox.

1. If you haven’t imported the listing's settings from an existing listing and use Guesty’s tasks, go to your listing and click on Tasks.
2. If use Guesty’s tasks, but haven’t imported the listings settings from an existing listing, go to your listing and click on Tasks.
3. Create and add an (Auto) Task template, and assign the cleaner responsible for this listing.
   1. 1. Once you've created a Task template, you can set up automated task scheduling using Auto Tasks in Automation.
      2. Schedule an Auto Task for your listing.
   2. Create Task Reports and share them with your team.
      1. Listings tags will add your listing to existing reports automatically.

1. Publish your listing to the relevant booking channels.
   Below are a few booking channel options:
   • Airbnb
   • Vrbo Account
   • TripAdvisor
   • Booking.com (or link your property if it is already on Booking.com)
   • Hopper
   • Misterb&b
   • Plum Guide
   • Google Rentals (Premium)
   • Marriott (Premium)
   • Rentals United
2. In order to help drive direct bookings, make sure your new listing appears on your Guesty Booking Engine and Guesty Websites.

1. All channels:
   Add a Markup to any of your booking channels.

2. For Airbnb:
   1. Set reservation prep time, cancellation, Basic and Additional fees, and other Airbnb listing features.
3. For Booking.com
   Define CVC policy, options for company logo/profile, cancellation policy, child occupancy and fees, cancellation fee policy, and square footage of the listing.
4. For VRBO:
   Set a cancellation policy, if the listing is child-friendly, minimum age to book, booking method, and payment methods with VRBO.
5. For TripAdvisor:
   Set cancellation policy and booking policy with TripAdvisor.

1. Assign a listing to an owner (via the listing's page) or Assign an owner to a listing (via the Owners page).

2. Assign the listing to your Business Model.