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Onboarding a New Property

First-time workspace setup

This workflow is the guided walkthrough for Getting Started — Recommended Setup Sequence steps 4–12 — complete steps 1–3 (General Information, Preferences, Users) per Account Settings — Recommended setup order first. After steps 13–15 in Listings, Bookings, and Tenants, finish with Step 7 — Verify in Listings before daily operational guides. Lockout catch-up: Getting Started — Lockout catch-up after password recovery. Workflow pairing: Common Workflows — Setup sequence after go-live.

Finding your way in this guide

Work steps 1–7 in order — start with Step 1 — Register the owner and Step 2 — Create the property, finish with Step 7 — Verify in Listings go-live checks. Optional channel setup: Step 5 — (Optional) Connect to external platforms. Non-linear operator habits (Lockout catch-up, Payment alert to receivables triage, Pending manual receipt approval, Reject/revert mistaken receipts, Month-end invoicing (fixed date), Bulk Hostkit invoicing, Rent reduction after invoicing, Utility overage collections, Check-out final utilities handoff, Check-in to check-out handoff, Check-out collections before refund, Check-out ledger cleanup before refund, Finance debt receivables triage, Handling a Late Payment collections, Cancellation collections before void, Same-day turnover coordination, Occupancy KPI to block hygiene handoff, Deposit missing on Finance Deposits, Partly collected security deposit, Wrong tenant on a booking, Cancel Booking vs Delete Booking, Portfolio retirement decisions, Directory list load failures, Booking sidebar tab load failures, Confirmation alert triage, Portfolio segmentation by tenant category) have matching Related subsections below. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

This workflow walks you through adding a new property to your portfolio, from initial setup to listing the first unit. Complete these steps in order — each step depends on the previous one.

Pair with other workflows

After go-live, run Processing a New Booking for the first reservation and Portfolio KPI review when you need a baseline before rate changes — after the first full month, poll AI usage API (utility_bill_extraction + landlord_chat) during Portfolio KPI review — Step 7 to baseline AI adoption on new inventory. Step-to-module pairing: Onboarding a New Property section cross-reference. Full pairing matrix: Common Workflows — Workflow cross-reference.

Prerequisites

Before starting, ensure you have:

  • Completed Getting Started — Recommended Setup Sequence steps 1–3 (General Information, Preferences, Users) when this is your first workspace — Steps 1–6 of this workflow align with setup steps 4–12
  • Access to the property's utility account IDs (from electricity, gas, water, and internet statements)
  • The property owner's legal name, fiscal ID, and IBAN (if not already registered)
  • Your desired contract terms (payment frequency, deposit type, confirmation payments)

Step 1 — Register the owner.​

Pair with other Onboarding a New Property steps

Owner setup pairs with Settings > Owners, list-owners / create-owner on Landlord MCP, and Settings > Invoicing & Payments (payout IBAN). Downstream: Step 2 (property wizard owner field). Full pairing matrix: Onboarding a New Property section cross-reference.

Navigate to Settings > Owners and verify the property owner already exists. If not, click + Add Owner and fill in their legal name, fiscal ID, contact details, and IBAN. The owner must exist before you can create a property.

External automation on owner setup

Account-scoped Landlord MCP list-owners confirms the owner row exists before create-property — create-owner mirrors + Add Owner when an external client onboards several buildings for the same landlord. External tools cannot attach Settings > Contract templates; finish template links in the UI before MCP property writes.

Full pairing matrix: Onboarding a New Property section cross-reference.

Step 2 — Create the property.​

Pair with other Onboarding a New Property steps

Property wizard pairs with Listings — Creating a New Property, create-property on Landlord MCP, and contract fields that drive Processing a New Booking. Upstream: Step 1. Downstream: Step 3 (units under the building). Full pairing matrix: Onboarding a New Property section cross-reference.

In Listings, open + Create New and choose Property, then complete all four steps of the wizard:

Listings — Create New opens the property and unit wizards

  1. Property details — name, address, and owner

New property wizard — Step 1: property name, address, and owner

  1. Utility bills — account IDs for electricity, gas, water, and internet (from your utility statements)

New property wizard — Step 2: utility account IDs

  1. Extra payments — security deposit type, cleaning fee, admin fee (fixed € only in the wizard), and Bills Included ceilings

New property wizard — Step 3: deposit type and extra payment fields

Per stay duration admin fees

To charge admin fees by stay length (Per stay duration tiers), finish the wizard first, then open the property in Listings → Edit property → Contract Information and switch Admin fee to Per stay duration (full reference).

  1. Contract details — payment frequency (Monthly/Fortnightly/Daily), confirmation payments, and check-in payments

New property wizard — Step 4: payment frequency and confirmation/check-in payments

Pay close attention to Steps 3 and 4 — these settings directly control what tenants are charged and when. See Creating a New Property for detailed field descriptions.

External automation on property creation

Account-scoped Landlord MCP create-property mirrors the four-step Property wizard when an integration seeds buildings programmatically — prefer the UI wizard for utility IDs, deposit tiers, and confirmation-payment timing you will audit visually. After save, get-property / list-properties (paginate with nextOffset) verify address, owner link, and contract fields match Listings before you create units in Step 3.

Full pairing matrix: Onboarding a New Property section cross-reference.

tip

The cleaning fee frequency defaults to Every Month and cannot be changed during creation. If you need One-Time Fee at Booking Confirmation or One-Time Fee at Move-in, edit the property after creation in Contract Information (Payments tab).

Step 3 — Create units.​

Pair with other Onboarding a New Property steps

Unit creation pairs with Listings — Rent Value tab, create-listing on Landlord MCP, and Sales → Channels readiness in Step 5. Upstream: Step 2. Downstream: Step 4 (property edit tabs). Full pairing matrix: Onboarding a New Property section cross-reference.

Click + Create New > Unit for each rentable space in the property. Set the unit name, type, base rent, capacity, and min/max stay periods. If rent varies by season or demand, choose "Variable Rent" and configure pricing ranges afterward in the unit's Rent Value tab.

Listings — Create New Unit wizard entry

External automation on unit creation

Account-scoped Landlord MCP create-listing creates a unit under a property id — pair with get-listing and get-listing-pricing-table when variable-rent spans need verification before channel linking in Step 5. set-listing-pricing-month adjusts monthly grid rows the UI Rent Value tab shows; external clients cannot upload booking-engine photo galleries — use the Full integration pill in Step 4 for partner payload.

Full pairing matrix: Onboarding a New Property section cross-reference.

Step 4 — Configure property settings.​

Pair with other Onboarding a New Property steps

Property settings pair with Settings > Tenant categories, Communication Rules audience, Listings — Access Lockers, and get-chatbot-rules on Tenant MCP. Upstream: Step 3. Downstream: Step 5 (channel links). Full pairing matrix: Onboarding a New Property section cross-reference.

After creation, open the property's edit view (pencil icon in Listings) and review these tabs:

  • Payments tab: Confirm the cleaning fee Frequency (Every Month, One-Time Fee at Booking Confirmation, or One-Time Fee at Move-in) — it defaults to Every Month and cannot be changed during creation

Listings — property edit sidebar, Payments tab with deposit and fee fields

Listings — property edit sidebar, Maintenances tab

Before your first reservation, confirm Settings > Tenant categories defines the segments you will assign on tenant profiles — categories drive portal modules, Communication Rules audience, and portfolio filters on Bookings, Finance, and Tenants during month-end review. Mark Default for integration-created tenants before high-volume channel imports in Step 5; direct bookings still need manual assignment in Processing a New Booking — Step 2 (FAQ — Assign tenant category for direct booking). Mirror segment checks on Bookings → Other filters Tenant → Tenant category or Tenants — Tenant category filter when Finance cache parity lags — see Glossary — Tenant category and FAQ — Finance tenant category filter parity. Month-end segment review: Portfolio KPI review — Step 6.

External automation after go-live

Booking-scoped Tenant MCP clients inherit the tenant-category and chatbot work you finish in Step 4 — get-chatbot-rules and get-chatbot-persona mirror Settings > Chatbot IF/THEN guidance, and get-portal-links surfaces the same self-service URLs tenants see once the first reservation is live in Processing a New Booking. Confirm portal access by tenant category before external assistants hand over keys or payment links. For portfolio-wide vacancy reads during channel setup (Step 5–7), pair with Landlord MCP instead of tenant-scoped tools.

Listings — property edit sidebar, Email Customization tab

Listings — property edit sidebar, Access Lockers tab

Vivin operators — booking engine and partner payload

Standard Listings Setup pill tabs cover contract, payments, access, and email customization. For integration and marketplace payload fields (extra copy blocks, amenities, rules, bilingual content, partner-platform sections), switch to the Full integration pill; use Photos for booking-engine galleries. The three pills replaced the legacy Go to details header (#2082). See Glossary — Property edit sidebar pills, Property & listing details (booking engine), and bookmark patterns in Deep Links — Booking engine details layer.

Full pairing matrix: Onboarding a New Property section cross-reference.

Step 5 — (Optional) Connect to external platforms.​

Pair with other Onboarding a New Property steps

Channel linking pairs with Sales → Channels, Settings > Integrations, and Processing a New Booking — Step 1 (duplicate import checks). Upstream: Step 4. Downstream: Step 7 (Multicalendar after first import). Full pairing matrix: Onboarding a New Property section cross-reference.

Navigate to Sales > Channels (/sales/channels) and verify the property's units are linked to their counterpart listings on Airbnb, Booking.com, or other platforms. This enables automatic calendar sync. Platform connections are configured in Settings > Integrations.

External automation on channel linking

Account-scoped Landlord MCP list-listings and get-listing-calendar mirror Sales → Channels per-unit link status and availability bars when external clients verify outbound iCal before the first import — property context uses list-properties / get-property. When a unit still shows unexpected blocks after you toggle a channel link, get-listing includes unavailabilities (manual and channel holds) the same way Processing a New Booking — Step 1 resolves overlap before create-booking — pair with Manual block hygiene when stale holds survive an import test. get-booking-summary after the first marketplace import lands so occupancy counts match Sales → Overview without opening Bookings. Inbound partner webhooks (Housing Anywhere, Uniplaces, Channex) still deliver paid/cancelled events through Core API callbacks — wire those in Settings > Integrations and confirm Integration Swagger paths in Webhooks & Notifications and API Reference — iCal feeds; MCP does not replace Sales → Channels link toggles or iCal export URLs.

Tenant-facing channel contrast

Booking-scoped Tenant MCP is not the right surface for channel setup — portfolio-wide listing links stay on Landlord MCP or the management UI. After the first marketplace booking lands, list-bookings-by-email in Processing a New Booking — Step 1 confirms the guest row before you create a duplicate manually; get-portal-links is the tenant-facing read once Processing a New Booking — Step 6 sends contract mail. notify-landlord alerts your team when a guest messages through a chatbot about a missing import — it does not link units on Channels. Surface-choice contrast: Automation & AI — Workflow pairing for surface choice.

Sales — Channels tab with integration columns and per-unit link status

Use Export on the Channels toolbar when you need a spreadsheet of outbound iCal URLs and link status for the rows you filtered — see Sales > Channel Manager.

Sales — Channel Manager grid with per-listing channel status

Full pairing matrix: Onboarding a New Property section cross-reference.

Step 6 — Verify utility connections (recommended)​

Pair with other Onboarding a New Property steps

Utility Connections pairs with Utilities → Connections, get-property on Landlord MCP, and Entering Monthly Utility Bills — Step 5 (missing bill gaps). Upstream: Step 2 (wizard utility IDs). Downstream: Step 7 before first bill cycle. Full pairing matrix: Onboarding a New Property section cross-reference.

After the wizard saves utility account IDs, open Utilities > Connections and confirm each new property shows the expected Electricity, Gas, Water, and Internet rows (contract IDs and account numbers match your supplier statements). For SIMAR (Loures e Odivelas) water, compare Cód. Local on the supplier PDF — not Nº de Contador — and strip leading zeros (#2110); see Glossary — SIMAR water contract ID. Use Select properties or Search connections when your portfolio is large so the grid focuses on the building you just onboarded. Gaps here block AI bill upload matching and monthly Entering Monthly Utility Bills overage math — fix account IDs in the property editor Utility bills step before your first bill-entry cycle.

Utilities Connections tab — property grid with electricity, water, gas, and internet contract ID columns

External automation on utility connections

Account-scoped Landlord MCP get-property confirms the wizard Utility bills account IDs saved on the property record — compare each Electricity, Gas, Water, and Internet field against the Utilities → Connections matrix before your first bill cycle. list-bills, get-bill, and create-bill cover monthly supplier invoices in Entering Monthly Utility Bills — they do not replace this Connections verification grid or inline cell edits (operator UI with utilities.edit_connections). When chasing Missing gaps after go-live, list-bills plus get-property mirror Entering Monthly Utility Bills — Step 5 before you re-run bill upload.

Full pairing matrix: Onboarding a New Property section cross-reference.

Step 7 — Verify in Listings.​

Pair with other Onboarding a New Property steps

Go-live verification pairs with Common Workflows — Property setup to first arrival handoff (Step 7 → Managing a Check-in — Step 1; listings-property-edit-access-lockers-tab.png, workflows-operations-check-in-out-planning-view.png), Common Workflows — New inventory to first booking handoff (Step 7 → Processing a New Booking — Step 1 / Step 6; workflows-onboarding-property-wizard.mp4), Listings portfolio table, Bookings → Timeline, Processing a New Booking, Managing a Check-in, and Notification triage — Step 4 (first alerts). Upstream: Steps 1–6. Downstream: Portfolio KPI review baseline. Full pairing matrix: Onboarding a New Property section cross-reference.

Open the Listings module and confirm the property and all its units appear correctly with the right rent values and availability dates. After your first reservation, use Bookings → Timeline or Sales → Multicalendar to confirm stay bars and channel blocks look correct on the unit row — see Processing a New Booking — Visual overlap check. When unexpected manual holds or channel blocks survive verification, run Manual block hygiene before you escalate calendar defects — Manual block hygiene — Step 6 when Multicalendar edits stay blocked. When the first payment overdue or booking-created alert arrives, triage from Notification triage — Step 4 before you chase collections in Handling a Late Payment — Step 1 — when row-click or read-state APIs fail on first-booking alerts, continue Notification triage — Step 6 before you file Vivin support. Plan the first arrival in Managing a Check-in once confirmation payments clear — when the deposit transfer is short, triage Partially paid on the booking Deposit tab or Finance → Deposits → Partial paid lifecycle card on Finance → Deposits before move-in (Partly collected security deposit); confirm portal gates in Processing a New Booking — Step 6 before you send contract mail; when access-code or Nuki defects block arrival week, pair with Managing a Check-in — Step 6. When a channel import is a duplicate or wrong guest, cancel with Cancelling a Booking and close related prep work in Cancelling a Booking — Step 6 before you create a manual replacement — clear lingering cancellation alerts and settlement receipts in Cancelling a Booking — Step 6b at month-end. Clear first-booking alerts in Notification triage — Step 5 after verification. At month-end on new inventory, pair lingering Pending confirmation receipts (Processing a New Booking — Step 6b), move-in requirement rows (Managing a Check-in — Step 6b), and utility overage receipts (Entering Monthly Utility Bills — Step 4b) with Portfolio KPI review — Step 7, segment baselines in Portfolio KPI review — Step 6, and collections-week Pending rows in Handling a Late Payment — Step 6b when confirmation and rent receipts share the same ledger queue — segment-wide arrears on new inventory may still need Handling a Late Payment — Step 6 after the mesh settles. If a management lockout delayed go-live verification, recover access with Resetting a Management User Password (Step 3) before you rerun Step 7 — refresh Landlord MCP Bearer JWT after Step 3 there; catch up first-booking alerts in Notification triage — Step 5 (file Step 6 when row-click fails), finish Entering Monthly Utility Bills — Step 5 / Step 4b when the first bill cycle lagged during lockout, then plan first arrivals in Managing a Check-in.

Listings module — portfolio table after onboarding (property rows, filters, and Create New)

External automation after first reservation

Booking-scoped Tenant MCP get-portal-links, get-chatbot-rules, and get-chatbot-persona inherit the Step 4 segment and chatbot work once Processing a New Booking creates the first stay — confirm portal access by tenant category before external assistants hand tenants keys or payment URLs. list-bookings-by-email resolves the correct bookingId when a guest has more than one active reservation.

Portfolio verification reads

Account-scoped Landlord MCP list-properties (paginate with nextOffset) and list-listings mirror the portfolio table and unit rows you confirm here — get-vacant-units-next-month and get-booking-summary give occupancy snapshots after channels connect (Step 5) without opening Sales → Multicalendar. Write tools such as create-property / create-listing belong to setup (Steps 2–3), not this read-only pass.

When to file Vivin support vs self-serve onboarding verification

Finish Steps 1–6 and channel link toggles on Sales → Channels before you open a Vivin support ticket — portfolio table gaps and Multicalendar holds are usually operator configuration, not product defects. After your first reservation, triage confirmation Pending receipts with Processing a New Booking — Step 5b and month-end lingering rows with Processing a New Booking — Step 6b before Finance → Contract Values looks wrong. File Using in-app support when Vivin behaviour blocks verification despite correct operator steps:

  • Create New → Property wizard cannot Submit though required fields are filled — attach property name and owner id (Listings module).
  • Utilities → Connections rows stay Missing after you saved account IDs in the property editor — attach the property id (Utilities module).
  • Channel link toggles on Sales → Channels fail without a clear integration error in Settings > Integrations — attach unit internal name and platform (Sales module).
  • Landlord MCP create-property or create-listing returns persistent validation errors while the UI wizard succeeds on the same payload — attach request ids (Settings module).

Use the Help & Support drawer from Listings when screenshots should include the wizard or portfolio table — Deep Links — Support. If a management lockout delayed go-live verification, recover access with Resetting a Management User Password before you rerun Step 7 — refresh Landlord MCP Bearer JWT after Step 3 there; catch up first-booking alerts in Notification triage — Step 5 (file Step 6 when row-click fails), finish Entering Monthly Utility Bills — Step 5 / Step 4b when the first bill cycle lagged during lockout, then plan first arrivals in Managing a Check-in. Pair with Manual block hygiene — Step 6 when unexpected Multicalendar holds survive onboarding verification.

External automation on onboarding verification escalation

Account-scoped Landlord MCP list-properties, list-listings, get-listing (unavailabilities), and get-property attach portfolio context before you file support — channel toggles and wizard Submit remain operator UI. Booking-scoped Tenant MCP is not the right surface for property onboarding verification. Surface-choice contrast: Automation & AI — Workflow pairing for surface choice.

Walkthrough: Create New → Property wizard (four steps with Continue, then close without Submit), open Sales → Channels, return to Listings to verify the portfolio table.
tip

After onboarding, follow the Processing a New Booking workflow to create the first reservation for your new property.

Full pairing matrix: Onboarding a New Property section cross-reference.

Onboarding a New Property section cross-reference​

Use this table when one step in this workflow naturally leads into another module, concept page, or downstream workflow — each row links to the docs you should read before or after that step.

| Workflow step / section | Pair with these docs | | ---------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Step 1 — Register the owner | Settings > Owners, Settings > General Information, Settings > Invoicing & Payments, Landlord MCP — Extended account tools (list-owners, create-owner) | | Step 2 — Create the property | Create New menu — Property, Listings — Creating a New Property, Settings > Contract templates, Landlord MCP — Bookings, properties, and listings (create-property, get-property, list-properties with nextOffset pagination) | | Step 3 — Create units | Listings — Rent Value tab, Sales — Pricing tab, API Reference — Property & unit mapping, Landlord MCP — Bookings, properties, and listings (create-listing, get-listing), Landlord MCP — Extended account tools (get-listing-pricing-table, set-listing-pricing-month) | | Step 4 — Configure property settings | Operations module, Settings > Emails, Settings > Tenant categories, Bookings — Other filters tenant category, Tenants — Tenant category filter, Finance — Tenant category filter, Processing a New Booking — Step 2, Portfolio KPI review — Step 6, Glossary — Tenant category, FAQ — Assign tenant category for direct booking, FAQ — Finance tenant category filter parity, Property & listing details (booking engine), Services Marketplace, Tenant MCP — Chatbot configuration (read-only) (get-chatbot-rules, get-chatbot-persona), Tenant MCP — Property, payments, and portal tools (get-portal-links), Tenant Portal — Portal access by tenant category | | Step 5 — (Optional) Connect to external platforms | Settings > Integrations, Integrations & Distribution, Sales — Channel Manager, API Reference — Listings & Availability, API Reference — iCal feeds, Webhooks & Notifications (inbound partner callbacks), Processing a New Booking — Step 1 (get-listing unavailabilities overlap habit), Manual block hygiene (stale holds after channel link tests), Automation & AI — Workflow pairing for surface choice, Landlord MCP — Bookings, properties, and listings (list-listings, get-listing with unavailabilities, get-listing-calendar, list-properties, get-property), Landlord MCP — Read-only and intelligence (get-booking-summary after first import), Tenant MCP — Booking and contract data (list-bookings-by-email after first import — Processing a New Booking — Step 1), Tenant MCP — Property, payments, and portal tools (get-portal-links after contract mail; notify-landlord for missing-import chatbot escalations) | | Step 6 — Verify utility connections | Utilities — Connections tab, Entering Monthly Utility Bills — Step 5 (list-bills / get-property missing-gap habit), Entering Monthly Utility Bills — Step 6 (escalation when Connections still block AI extraction), Entering Monthly Utility Bills, Settings > Utilities, Users and roles — utilities.edit_connections, Landlord MCP — Bookings, properties, and listings (get-property — wizard utility IDs vs Connections matrix), Landlord MCP — Extended account tools (list-bills, get-bill, create-bill — monthly bills, not Connections grid or inline edits) | | Step 7 — Verify in Listings | Getting Started — Recommended Setup Sequence (setup steps 13–15 before this verification pass), Getting Started — Lockout catch-up after password recovery (when go-live lagged during sign-in recovery), Processing a New Booking, Processing a New Booking — Step 5b (first confirmation receipts), Processing a New Booking — Step 6b (month-end lingering confirmation receipts), Processing a New Booking — Step 6 (portal after first reservation), Cancelling a Booking (duplicate or wrong channel import), Cancelling a Booking — Step 6 (prep ticket closure after duplicate cancel), Cancelling a Booking — Step 6b (cancellation settlement alerts on new inventory), Bookings — Timeline view, Sales — Multicalendar tab, Notification triage, Notification triage — Step 4 (first booking or payment alerts), Notification triage — Step 5 (clear first-booking alerts after verification), Notification triage — Step 6 (row-click blocked on first-booking alerts), Handling a Late Payment — Step 1 (first collections on live bookings), Handling a Late Payment — Step 6 (segment-wide arrears on new inventory), Handling a Late Payment — Step 6b (collections Pending on new inventory at month-end), Managing a Check-in (first arrival after confirmation), Managing a Check-in — Step 6 (access-code / Nuki blockers before first arrival), Managing a Check-in — Step 6b (move-in Pending on new inventory at month-end), Manual block hygiene, Manual block hygiene — Step 6 (unexpected Multicalendar holds), Using in-app support, Using in-app support — New Support Ticket modal, Portfolio KPI review, Portfolio KPI review — Step 6 (baseline segment filters once bookings accumulate), Portfolio KPI review — Step 7 (month-end Total Debt on new inventory), Entering Monthly Utility Bills (first bill cycle after Step 6), Entering Monthly Utility Bills — Step 5 (lockout-delayed first bill cycle), Entering Monthly Utility Bills — Step 4b (utility overage Pending on new inventory), Entering Monthly Utility Bills — Step 6 (AI extraction blocked after first bill cycle), Resetting a Management User Password — Step 3 (lockout-delayed go-live verification; refresh Landlord MCP JWT, then catch up Notification triage — Step 5 / Step 6 and utility bill Steps 5 / 4b), Automation & AI — Workflow pairing for surface choice, Landlord MCP — Read-only and intelligence (get-vacant-units-next-month, get-booking-summary), Landlord MCP — Bookings, properties, and listings (list-properties, list-listings, get-listing with unavailabilities, get-property — read-only portfolio pass), Landlord MCP — Permissions and safety, Tenant MCP — Property, payments, and portal tools (get-portal-links after first reservation), Tenant MCP — Chatbot configuration (read-only) (get-chatbot-rules, get-chatbot-persona), Tenant MCP — Booking and contract data (list-bookings-by-email when multiple active stays) | | Lockout catch-up after password recovery | Sign-in restored; wizard or Step 7 delayed during lockout | Common Workflows — Lockout catch-up, Getting Started — Lockout catch-up, Resetting a Management User Password — Step 3 | | Pending manual receipt approval | First confirmation receipts still pending after go-live | Common Workflows — Pending manual receipt approval, Processing a New Booking — Step 5b, Finance — Pending manual payments | | Reject/revert mistaken receipts | Duplicate confirmation receipts on first reservations | Common Workflows — Reject/revert mistaken receipts, Payment Allocation — Correcting mistaken receipts, Glossary — Credit note | | Month-end invoicing (fixed date) | First month-end fixed Invoice date before bulk export on new inventory | Common Workflows — Month-end invoicing (fixed date), Invoicing — Default invoice date, Processing a New Booking — Step 6b (settings-invoicing-invoice-date-toggle.png) | | Bulk Hostkit invoicing | First Issue allocation / Issue credit notes Hostkit pacing after go-live | Common Workflows — Bulk Hostkit invoicing, FAQ — Bulk Hostkit invoicing slow, Portfolio KPI review — Step 7 | | Check-out final utilities handoff | Charge Time / Connections before first departure final overages | Common Workflows — Check-out final utilities handoff, Step 7 — Verify in Listings, Managing a Check-out — Step 6 (utilities-allocations-review-flow.mp4, bookings-detail-payment-plan-tab-schedule.png) | | Check-in to check-out handoff | First Ongoing stay on go-live inventory needs departure planning | Common Workflows — Check-in to check-out handoff, Step 7 — Verify in Listings, Managing a Check-out — Step 1 (operations-check-in-out-check-outs-next-7-days.png, bookings-timeline-view.png) | | Check-out collections before refund | First departure-week rent arrears on go-live inventory | Common Workflows — Check-out collections before refund, Step 7 — Verify in Listings, Managing a Check-out — Step 6 (workflows-check-out-coordination-flow.mp4, bookings-detail-payment-plan-tab-schedule.png, finance-contract-values-in-debt-filter.png) | | Check-out ledger cleanup before refund | Duplicate departure transfer on first go-live booking | Common Workflows — Check-out ledger cleanup before refund, Step 7 — Verify in Listings, Managing a Check-out — Step 6 (bookings-detail-transactions-revert-modal-info-banner.png, finance-transactions-bulk-reject-selected-bar.png) | | Payment alert to receivables triage | First payment overdue alert after go-live on new inventory | Common Workflows — Payment alert to receivables triage, Step 7 — Verify in Listings, Processing a New Booking — Payment alert to receivables triage (notifications-row-navigate-to-booking-detail.png, notifications-row-navigation-flow.mp4) | | Finance debt receivables triage | First portfolio Top debtors after go-live confirmation settles | Common Workflows — Finance debt receivables triage, Step 7 — Verify in Listings, Processing a New Booking — Step 5 (finance-overview-income-chart-debt-aging.png, finance-overview-debt-aging-walkthrough-flow.mp4, finance-transactions-pending-pill.png) | | Handling a Late Payment collections | Go-live Debt Aging outliers → collections Steps 1–4 on Step 7 | | Finance Income status drill-down | First receivables — Income → In debt vs Debt Aging after go-live on Step 7 | Common Workflows — Finance Income status drill-down, Step 7 — Verify in Listings, Finance debt receivables triage (finance-overview-income-status-in-debt-modal.png, finance-overview-income-drill-down-flow.mp4) | | Cash flow forecast drill-down | First collections — Cash flow forecast vs Dashboard rent-due after go-live on Step 7 | Common Workflows — Cash flow forecast drill-down, Step 7 — Verify in Listings, Finance Income status drill-down (finance-overview-cash-flow-all-payments-modal.png, finance-overview-cash-flow-drill-down-flow.mp4) | | Cancellation collections before void | Pre-cancel rent arrears on first go-live booking | Common Workflows — Cancellation collections before void, Step 7 — Verify in Listings, Cancelling a Booking — Step 2 (finance-contract-values-in-debt-filter.png, bookings-detail-transactions-approve-payment-modal.png, bookings-cancel-booking-modal-refund-types.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Rent reduction after invoicing | Invoiced floor on first live bookings after month-end export | Common Workflows — Rent reduction after invoicing, Processing a New Booking — Step 3, Glossary — Invoiced floor (rent) (bookings-detail-change-monthly-rent-modal.png) | | Same-day turnover coordination | High-turnover unit needs Maintenances auto tickets on Step 7 | Common Workflows — Same-day turnover coordination, Step 7 — Verify in Listings, FAQ — Same-day turnovers (operations-add-ticket-modal.png, bookings-timeline-day-week-month-and-sidebar.mp4) | | Occupancy KPI to block hygiene handoff | Unexpected Multicalendar holds on Step 7 go-live pass | Common Workflows — Occupancy KPI to block hygiene handoff, Step 7 — Verify in Listings, FAQ — Analytics (KPI workspace) (analytics-kpi-occupancy-tab.png, audit-manual-blocks-filter-scroll.mp4) | | Deposit missing on Finance Deposits | First check-out deposit triage after go-live | Common Workflows — Deposit missing on Finance Deposits, Step 7 — Verify in Listings, FAQ — Deposit missing on Finance Deposits (finance-deposits-date-range-toolbar-default.png, finance-deposits-date-range-clear-flow.mp4) | | Partly collected security deposit | First confirmation deposit shortfall after go-live | Common Workflows — Partly collected security deposit, Processing a New Booking — Step 5, Finance — Deposits status summary cards, FAQ — Partly collected security deposit | | Wrong tenant on a booking | First channel import linked wrong tenant profile | Common Workflows — Wrong tenant on a booking, Step 7 — Verify in Listings, FAQ — Wrong tenant on a booking (bookings-detail-change-tenant-control.png, bookings-detail-change-tenant-flow.mp4) | | Cancel Booking vs Delete Booking | Test import cleanup after go-live — Delete not building Archive | Common Workflows — Cancel Booking vs Delete Booking, Step 7 — Verify in Listings, FAQ — Cancel Booking vs Delete Booking (bookings-cancel-booking-modal-refund-types.png, bookings-list-canceled-tab.png, workflows-cancel-booking-refund-modal-flow.mp4) | | Portfolio retirement decisions | Mistaken Archive during go-live — use Unarchive | Common Workflows — Portfolio retirement decisions, Step 7 — Verify in Listings, FAQ — Portfolio retirement decisions (listings-archived-populated-table.png, finance-transactions-type-summary-cards.png) | | Directory list load failures | Listings portfolio fails on go-live verify | Common Workflows — Directory list load failures, Step 7 — Verify in Listings, FAQ — Directory list load failures (notifications-module-load-failure.png, audit-manual-blocks-load-failure.png) | | Booking sidebar tab load failures | Go-live verify opened booking, Tickets tab red | Common Workflows — Booking sidebar tab load failures, Step 7 — Verify in Listings, FAQ — Communication or Tickets load failure (bookings-detail-communication-tab-whatsapp-thread.png, bookings-detail-tickets-tab.png) | | Confirmation alert triage | First Booking created alert after go-live | Common Workflows — Confirmation alert triage, Step 7 — Verify in Listings, FAQ — Processing a New Booking hub (notifications-row-navigate-to-booking-detail.png, bookings-detail-transactions-approve-payment-modal.png) | | Portfolio segmentation by tenant category | Assign and verify tenant segments on new inventory | Common Workflows — Portfolio segmentation, Settings > Tenant categories, Glossary — Tenant category |

Pair with other Onboarding a New Property guide sections

Related below links this workflow to modules, concepts, settings, and escalation paths. Pair Documentation map & escalation with Common Workflows hub — Documentation map & escalation; pair Upstream & downstream workflows with Common Workflows — Workflow cross-reference. Topic-to-section pairing in sections above: Onboarding a New Property section cross-reference. Full hub matrix: Common Workflows section cross-reference.

Documentation map & escalation​

Pair with other Onboarding a New Property guide sections

Documentation-map bullets pair with Introduction — Section cross-reference and FAQ — Section cross-reference. Hub parity: Common Workflows hub — Documentation map & escalation. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Upstream & downstream workflows​

Pair with other Onboarding a New Property guide sections

Workflow bullets pair with Common Workflows — Workflow cross-reference for inter-guide step pairing. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Navigation & bookmarks​

Pair with other Onboarding a New Property guide sections

Bookmark routes pair with Management Frontend Deep Links and Create New menu. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Concepts & settings that shape this workflow​

Pair with other Onboarding a New Property guide sections

Concept and settings bullets pair with Concepts hub subsection index and Concept cross-reference and Account Settings — Tab cross-reference. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Listings, sales & channel surfaces​

Pair with other Onboarding a New Property guide sections

Listings, sales & channel surfaces bullets pair with the matching topic rows in Onboarding a New Property section cross-reference. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Utilities, operations & finance surfaces​

Pair with other Onboarding a New Property guide sections

Utilities, operations & finance surfaces bullets pair with the matching topic rows in Onboarding a New Property section cross-reference. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Deeper workflow reads​

Pair with other Onboarding a New Property guide sections

Concept workflow reads pair with Concepts hub subsection index and Concept cross-reference. Each concept sub-guide reciprocates with [Deeper workflow reads](../workflows/onboarding-a-new-property.md#deeper-workflow-reads) anchors on Onboarding a New Property bullets — hub parity: Common Workflows hub — Deeper workflow reads. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Deeper API reads​

Pair with other Onboarding a New Property guide sections

API reads pair with API Reference hub subsection index and API guide cross-reference. Hub parity: Common Workflows — Deeper API reads. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Lockout catch-up after password recovery​

Pair with other Onboarding a New Property guide sections

Property wizard progress during lockout pairs with Resetting a Management User Password. Hub parity: Common Workflows — Lockout catch-up after password recovery. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Pending manual receipt approval​

Pair with other Onboarding a New Property guide sections

First confirmation receipts on newly onboarded inventory pair with Processing a New Booking — Step 5b. Hub parity: Common Workflows — Pending manual receipt approval. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Utility overage collections​

Pair with other Onboarding a New Property guide sections

First supplier bill cycles on newly onboarded inventory pair with Step 7 — Verify in Listings before utility overage lines post to tenant Payment Plan — hub: Common Workflows — Utility overage collections. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Check-out final utilities handoff​

Pair with other Onboarding a New Property guide sections

Charge Time, Tenant Notification, and Utilities → Connections on Step 4 — Configure property settings / Step 6 — Verify utility connections pair with Step 7 — Verify in Listings before the first departing stay posts final overages — hub: Common Workflows — Check-out final utilities handoff. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Check-in to check-out handoff​

Pair with other Onboarding a New Property guide sections

First Ongoing stay on go-live inventory pairs Step 7 — Verify in Listings with downstream Managing a Check-in — Step 4 → Managing a Check-out — Step 1 — hub: Common Workflows — Check-in to check-out handoff. Hub parity: Property setup to first arrival handoff. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Check-out collections before refund​

Pair with other Onboarding a New Property guide sections

First departure-week rent arrears on go-live inventory pair with Step 7 — Verify in Listings before Managing a Check-out — Step 5 — hub: Common Workflows — Check-out collections before refund. Hub parity: Property setup to first arrival handoff. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Check-out ledger cleanup before refund​

Pair with other Onboarding a New Property guide sections

Duplicate departure transfers on the first go-live booking after Step 7 — Verify in Listings pair with Reject / Revert on booking Transactions before Managing a Check-out — Step 5 — hub: Common Workflows — Check-out ledger cleanup before refund. Distinct from rent Check-out collections before refund. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Cancellation collections before void​

Pair with other Onboarding a New Property guide sections

Pre-cancel rent arrears on the first go-live booking pair with Step 7 — Verify in Listings before Cancelling a Booking — Step 2 — hub: Common Workflows — Cancellation collections before void. Distinct from departure-week Check-out collections before refund. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Notification row-click navigation​

Pair with other Onboarding a New Property guide sections

First Payment received / payment overdue alerts after go-live pair with Notification triage — Step 4 on Step 7 — Verify in Listings — contrast Upcoming confirmation paths with Ongoing receivables. Hub parity: Common Workflows — Notification row-click navigation. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

WhatsApp per-booking messaging​

Pair with other Onboarding a New Property guide sections

First tenant WhatsApp threads after go-live pair with Bookings → Communication on Step 7 — Verify in Listings when ChatBot settings — Status Bot shows Connected — contrast bell Inbox on first New WhatsApp message from … alerts. Hub parity: Glossary — WhatsApp per-booking messaging hub · Common Workflows — WhatsApp per-booking messaging. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Bot reasoning (audit)​

Pair with other Onboarding A New Property guide sections

First tenant bot threads on Step 7 go-live — expand Reasoning under mint Bot bubbles on Bookings → Communication → WhatsApp to audit automated replies before editing ChatBot persona or IF/THEN rules. Hub parity: Glossary — Bot reasoning (audit) hub · Common Workflows — Bot reasoning (audit). Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

ChatBot settings​

Pair with other Onboarding A New Property guide sections

Pair Account Settings → ChatBot (Persona, IF/THEN, Status Bot) with thread review on Communication when first tenant bot threads on step 7 go-live. Hub parity: Glossary — ChatBot settings hub · Common Workflows — ChatBot settings. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Payment notification (operator)​

Pair with other Onboarding a New Property guide sections

First Payment received alerts after Step 7 — Verify in Listings go-live require account Receive payment notifications and each operator's Payment notification emails on /settings/personal before teammates report missing rows. Hub parity: Common Workflows — Payment notification (operator). Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Payment alert to receivables triage​

Pair with other Onboarding a New Property guide sections

First Payment received / payment overdue alerts after go-live pair with Notification triage — Step 4 on Step 7 — Verify in Listings — contrast Upcoming confirmation paths with Ongoing receivables. Hub parity: Common Workflows — Payment alert to receivables triage. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Finance debt receivables triage​

Pair with other Onboarding a New Property guide sections

First portfolio Top debtors after go-live pair with Step 7 — Verify in Listings when first confirmation charges settle — not Debt Aging until Processing a New Booking — Step 5 / Step 6 complete. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Handling a Late Payment collections​

Pair with other Onboarding a New Property guide sections

First Top debtors after go-live on Step 7 — Verify in Listings may need Handling a Late Payment — Steps 1–4 when first bookings owe confirmation or move-in charges. Hub parity: Common Workflows — Handling a Late Payment collections hub. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Dashboard Total Debt subtitle​

Pair with other Onboarding a New Property guide sections

First reservations on new inventory may move Total Debt from zero — pair Step 7 with Finance → Overview when headline and Uncovered Debt diverge. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Uncovered Debt KPI​

Pair with other Onboarding a New Property guide sections

First reservations on new inventory may move Total Debt from zero — when Uncovered Debt tracks Total Debt after Step 7, deposit cushions are thin on early debtors. Hub parity: Common Workflows — Finance debt receivables triage. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Finance Income status drill-down​

Pair with other Onboarding a New Property guide sections

First portfolio receivables after go-live on Step 7 — learn Income → In debt (payment lines) vs Debt Aging (booking rows) before escalation. Hub parity: Common Workflows — Finance Income status drill-down. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Cash flow forecast drill-down​

Pair with other Onboarding a New Property guide sections

First collections after go-live on Step 7 — learn Cash flow forecast (actual received) vs Dashboard Cash Flow Forecast (rent due). Hub parity: Common Workflows — Cash flow forecast drill-down. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Reject/revert mistaken receipts​

Pair with other Onboarding a New Property guide sections

Duplicate confirmation receipts on first reservations pair with Payment Allocation — Correcting mistaken receipts. Hub parity: Common Workflows — Reject/revert mistaken receipts. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Month-end invoicing (fixed date)​

Pair with other Onboarding a New Property guide sections

First month-end after go-live — save a fixed Invoice date in Settings → Invoicing before the first bulk Issue allocation on new inventory — pair Bulk Hostkit invoicing on the same amber toolbar banner. Hub parity: Common Workflows — Month-end invoicing (fixed date). Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Bulk Hostkit invoicing​

Pair with other Onboarding a New Property guide sections

Bulk Issue allocation / Invoice selected and Issue credit notes (N) pace Hostkit per listing key — pair Month-end invoicing (fixed date) when every document must share one saved Invoice date. Hub parity: Common Workflows — Bulk Hostkit invoicing. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Rent reduction after invoicing​

Pair with other Onboarding a New Property guide sections

First month-end after go-live may hit invoiced floor on live bookings — goodwill repricing pairs with Bulk Hostkit invoicing when external credit notes need Issue credit notes (N) — same Hostkit pacing as first-time Issue allocation. Hub parity: Common Workflows — Rent reduction after invoicing. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Same-day turnover coordination​

Pair with other Onboarding a New Property guide sections

Step 7 — Verify in Listings Multicalendar and Timeline passes on newly onboarded inventory should flag units with frequent same-day turnover — configure Maintenances tab auto tickets before the first Processing a New Booking reservation. Hub parity: Common Workflows — Same-day turnover coordination. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Occupancy KPI to block hygiene handoff​

Pair with other Onboarding a New Property guide sections

Step 7 — Verify in Listings Multicalendar and Timeline passes on newly onboarded inventory often surface unexpected manual holds — clear them via Manual block hygiene before the first Processing a New Booking reservation. Hub parity: Common Workflows — Occupancy KPI to block hygiene handoff. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Deposit missing on Finance Deposits​

Pair with other Onboarding a New Property guide sections

First check-out deposit triage on Step 7 — Verify in Listings should clear Finance → Deposits toolbar date range when the first departing stay falls outside the default ~3 months window — not only partly collected shortfalls. Hub parity: Common Workflows — Deposit missing on Finance Deposits. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Deposit lifecycle status​

Pair with other Onboarding a New Property guide sections

After Step 7 — Verify in Listings, the first confirmation deposit on a new unit surfaces depositStatus transitions — pair with Processing a New Booking — Step 5. Hub parity: Common Workflows — Deposit lifecycle status. Full pairing matrix: Onboarding A New Property section cross-reference · Common Workflows section cross-reference.

Partly collected security deposit​

Pair with other Onboarding a New Property guide sections

First confirmation deposit shortfalls pair with Processing a New Booking — Step 5 after Step 7 — Verify in Listings go-live — chase remaining before the first Managing a Check-in — Step 4. Hub parity: Common Workflows — Partly collected security deposit. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Wrong tenant on a booking​

Pair with other Onboarding a New Property guide sections

First channel imports after Step 7 — Verify in Listings may link the wrong existing tenant profile — use Change tenant on Contract Info while the booking is still Upcoming, not Delete Booking when dates and unit are correct. Hub parity: Common Workflows — Wrong tenant on a booking. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Cancel Booking vs Delete Booking​

Pair with other Onboarding a New Property guide sections

Go-live channel imports on Step 7 — Verify in Listings may include test or duplicate bookings — use Delete Booking on mistaken rows, Cancel booking for real voids that need settlement. Building sunsetting uses Archive property — a third scope. Hub parity: Common Workflows — Cancel Booking vs Delete Booking. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Portfolio retirement decisions​

Pair with other Onboarding a New Property guide sections

Go-live on Step 7 — Verify in Listings adds inventory — building Archive is for sunsetting only. Mistaken test bookings from channel imports use Delete Booking or Cancel booking — not Archive property. Hub parity: Common Workflows — Portfolio retirement decisions. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Provider platform Delete Booking guard​

Pair with other Onboarding a New Property guide sections

Go-live test bookings after Step 7 — Verify in Listings may need Delete Booking on duplicate channel imports — Reject or assign provider platform in-payment before soft-archive (#2076). Hub parity: Common Workflows — Provider platform Delete Booking guard. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Archived booking ledger visibility​

Pair with other Onboarding a New Property guide sections

Go-live test bookings after Step 7 — Verify in Listings may use Delete Booking on duplicate imports — Manual Transactions hide on Finance → Transactions afterward (#1897). Building Archive is sunsetting only; it does not hide ledger rows. Hub parity: Common Workflows — Archived booking ledger visibility. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Archive property (building-level)​

Pair with other Onboarding a New Property guide sections

Go-live verification on Step 7 — Verify in Listings may surface accidental Archive during setup — use Unarchive from Listings → Archived. Building Archive is portfolio sunsetting only, not go-live cleanup. Hub parity: Common Workflows — Archive property (building-level). Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Directory list load failures​

Pair with other Onboarding a New Property guide sections

Go-live verification on Step 7 — Verify in Listings can show Failed to load listings. Please try again. on the Portfolio table — Retry after connectivity recovers. That is distinct from a successful fetch returning zero rows on a brand-new account. Hub parity: Common Workflows — Directory list load failures · Glossary — Directory list load failures hub. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Booking sidebar tab load failures​

Pair with other Onboarding a New Property guide sections

Go-live verification on Step 7 — Verify in Listings may open the first live booking — if Tickets shows Could not load tickets. Try again., use banner Retry while Contract Info and Payment Plan stay available. That is tab-scoped recovery, not Listings portfolio list Retry. Hub parity: Glossary — Booking sidebar tab load failures hub · Common Workflows — Booking sidebar tab load failures. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Confirmation to check-in handoff​

Pair with other Onboarding a New Property guide sections

First Upcoming reservation after Step 7 — Verify in Listings follows Processing a New Booking — Steps 1–6 before Managing a Check-in — Step 1 ~7 days before the first arrival. Pair New inventory to first booking handoff upstream. Hub parity: Common Workflows — Confirmation to check-in handoff. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Confirmation alert triage​

Pair with other Onboarding a New Property guide sections

Go-live verification on Step 7 — Verify in Listings often coincides with the first Upcoming Booking created or Payment received alerts — row-click via Notification triage — Step 4, run Processing a New Booking — Step 5b / Step 6 on the first live reservation, then clear unread in Step 5. Hub: New inventory to first booking handoff. Hub parity: Common Workflows — Confirmation alert triage. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Portfolio segmentation by tenant category​

Pair with other Onboarding a New Property guide sections

Assign Category on Tenant Info before contract mail pairs with Settings > Tenant categories. Hub parity: Common Workflows — Portfolio segmentation by tenant category. Full pairing matrix: onboarding-a-new-property-section-cross-reference · Common Workflows section cross-reference.

Key glossary terms​

Pair with other Onboarding a New Property guide sections

Glossary rows pair with Glossary cluster cross-reference. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.

Module documentation hubs​

Pair with other Onboarding a New Property guide sections

Module hub bullets pair with Modules — Module cross-reference. Full pairing matrix: Onboarding a New Property section cross-reference · Common Workflows section cross-reference.