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Onboarding a New Property

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.

Prerequisites

Before starting, ensure you have:

  • 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. 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.

Step 2 — Create the property. Click + Create New > Property and complete all four steps of the wizard:

  1. Property name, address, and owner
  2. Utility account IDs (electricity, gas, water, internet) — get these from your utility statements
  3. Security deposit type, cleaning fee, admin fee, and Bills Included ceilings for utilities
  4. Payment frequency (Monthly/Fortnightly/Daily), confirmation payments, and 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.

tip

The cleaning fee collection method defaults to "Monthly" and cannot be changed during creation. If you need it set to "Check-in" or "Confirmation," edit the property after creation in the Payments Tab.

Step 3 — Create units. 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.

Step 4 — Configure property settings. After creation, open the property's edit view (pencil icon in Listings) and review these tabs:

  • Payments tab: Confirm the cleaning fee collection method (Check-in, Confirmation, or Monthly) — it defaults to Monthly and cannot be changed during creation
  • Maintenances tab: Set up automatic check-in/check-out tickets if desired
  • Email Customization tab: Add any property-specific messages to tenant emails
  • Access Lockers tab: Enter building and unit access codes or link Nuki devices

Step 5 — (Optional) Connect to external platforms. Navigate to Sales > Channel Manager 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.

Step 6 — Verify in Listings. Open the Listings module and confirm the property and all its units appear correctly with the right rent values and availability dates.

tip

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