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Direct Setup Checklist

Follow these steps to set up Direct bookings in Hospitable and start accepting reservations.

Written by Dawn Ginie Santoyo

This checklist walks you through the key steps to set up Direct bookings in Hospitable. Follow each step to get your site live and ready to accept guests.


1. Choose a Direct Plan

Hospitable will automatically assign your Direct plan based on your property location:

  • Direct Premium: Automatically enabled for properties located in the United States, United Kingdom, and Australia

  • Direct Basic: Available for properties in regions supported by Stripe

Your plan determines how payments, taxes, and verification are handled.


2. Add a Payout Method

Before accepting bookings, make sure you can receive payouts.

  • Direct Premium: Add and verify your bank account

  • Direct Basic: Connect or create a Stripe account

Payments and payouts page in Hospitable showing connected bank accounts and payout methods

Payout method verification is required before you can receive your payouts.


3. Create Your Direct Booking Site or Widget

Choose how guests will book:

  • Create a Hospitable-hosted booking site

  • Or embed a booking widget on your own website

You can preview your site before publishing.

The Direct site builder in Hospitable showing a preview of a booking website.

Also see: Create a Direct Booking Site


4. Configure Your Booking Policies

Set the rules that will apply to your bookings:

  • Cancellation policy

  • Payment terms and schedule

  • Service fees

These policies are applied at the time of booking.

Booking policies cannot be changed after a reservation is created.

Booking policies list in Hospitable showing different cancellation and payment configurations


5. Configure Taxes

Set how taxes are handled for your Direct bookings:

  • Direct Premium: Taxes may be calculated and remitted automatically (where supported)

  • Direct Basic: You define and manage your own tax rates

You are responsible for filing and remitting taxes unless automatic remittance is supported in your region.


6. Review Your Messaging Rules

Make sure your messaging is ready for Direct guests:

  • Add or update a New Reservation message for Direct

  • Include check-in instructions and key property details

  • Remove any manual payment instructions (payments are handled during booking)


7. (Optional) Configure Guest Experience Settings

Depending on your setup, you can require guests to complete additional steps:

  • Guest verification

  • Rental agreements

  • Security deposits

  • Upsells (e.g., early check-in, add-ons)

Guest verification cannot be disabled on Direct Premium.

Guest portal configuration page with upsells and guest tasks enabled


8. Publish Your Site or Enable Your Widget

Once everything is ready:

  • Publish your Direct booking site

  • Or enable your booking widget

Your Direct booking channel is now live.


9. Start Accepting Bookings

When guests book:

  • Reservations appear in your Hospitable inbox

  • Payments are processed based on your payment terms

  • Messages, tasks, and automations are triggered

Instant Book behavior depends on your setup. Some bookings may require approval before they are accepted.


What’s Next

After setup, you can:

  • Enable Instant Book

  • Set up cancellation policies

  • Create promo codes

  • Add your listings to Google Vacation Rentals

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