Setup Checklist
Use this checklist before go-live or before enabling a new module for a property.
Property Readiness
| Item | Required For | Guide |
|---|---|---|
| Staff access and roles | All modules | Roles and Access |
| Rooms, room types, and sections | HOME housekeeping, tasks, PM, Lost & Found | Set Up Rooms, Room Types, and Sections |
| Notification permissions | HOME, Facility Booking | Notifications Not Working |
| Guest homepage content | HOME GEP | Configure the Guest Homepage |
| Facility categories and activities | Facility Booking | Set Up Facility Categories |
| Catalogue, categories, and items | Catalogue V3 | Create and Manage Catalogues |
Go-Live Steps
- Confirm managers can log in and see the required product area.
- Confirm staff accounts are assigned to the correct role or team.
- Complete the setup page for the first module going live.
- Create one test record, such as a task, booking, or order.
- Confirm the record appears in the expected operations list.
- Confirm notifications or handover steps work for the team using the module.
- Share the relevant daily operations guide with staff.
Support Handoff
Before contacting support, collect:
- Property name.
- Product area.
- Page or workflow affected.
- Example room, task, booking, item, or order.
- Time the issue happened.
- Screenshot of the visible issue.