Onboarding checklist

The onboarding process consists of the following steps:

Steps	Tasks
1) Administrative Setup	Fill in organization settings Fill in landlord settings Add a payout method Fill in KYC details Set up invoice settings
2) Onboarding Teams and Users	Determine what permissions users need Onboard users to the platform Create teams and assign users
3) Notifications and Calendar Subscriptions	Set up listing notifications for relevant stakeholders Set up user specific notifications Set up shared inboxes
4) How Reporting Works	Discuss reporting requirements
5) Onboarding Tenants	Inform tenants on what they need to do Invite existing tenants to platform Create tenants groups Invite new tenants to platform Add existing bookings to platform