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Property Onboarding Assistant
Property Onboarding Assistant

Streamline your property onboarding by quickly applying existing rules to it.

Jenn Tomaszewski avatar
Written by Jenn Tomaszewski
Updated today

If you have just added a new property, we have a streamlined process for applying existing rules, canned responses, custom codes, and teammates to a property. We call this the Onboarding Assistant.

It allows you to quickly scope your new property to those rules, responses, and teammates in one place.

To use the onboarding assistant:

  1. Go to Properties

  2. Click on the property's name

  3. Click on any of these sections in the left sidebar: Guest experience, Operations, or Custom codes

  4. Click the Onboarding Assistant button at the top right corner.

  5. Select a category in the left sidebar to view a list of all its existing items.

  6. Click +Add to assign an item to the current property

  7. To make any changes, hover on Scoped and click Remove to un-assign the property from an item.

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