Implementation Checklist

TABLE OF CONTENTS

Onboarding
Timeline

Onboarding

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) Content production and publishing
3) Onboarding Teams and Users	Determine what permissions users need Onboard users to the platform Create teams and assign users
4) Notifications and Calendar Subscriptions	Set up listing notifications for relevant stakeholders Set up user specific notifications Set up shared inboxes
5) How Reporting Works	Discuss reporting requirements Configure reporting
GO-LIVE
6) 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

Timeline

The estimated timeline for the project is between 4-6 weeks, subject to the availability of stakeholders during the implementation phase.

Stage

Spacewise Tasks

Customer Tasks

1)	Inventory ( 2- 3 weeks)	Content Management User-Training Import properties and listings QA properties & listings	Collect/review property listing content Collect/create leasing terms Content Management User-Training Publishing properties and listings QA content, format, and completeness Approval by Customer
2)	White-Label (2 weeks)	Publishing of White-Label Content Configure Domain, DNS settings, mailer settings Set up tracking (Tag Manager)	Create Marketing content Collect/create Terms of Use Collect/create Booking Terms Collect/create Data Privacy Policy Collect/create Cookie Policy Collect/create Legal notice Configure Domain, DNS settings, mailer settings Approval by Customer
3)	Platform setup (2 weeks)	Administrators Training Fill in organisation settings Define and implement fee model Fill in landlord settings Set up SSO (if applicable) Add a payout method Fill in KYC details Set up invoice settings, payment reminders Configure custom field requirements Configure channels Set up add-ons: mailing lists, dynamic floor plans Configure widgets, and platform flows	Administrators Training Fill in landlord settings Set up SSO (if applicable) Add a payout method Fill in KYC details Configure custom field requirements Approval by Customer
4)	Onboarding (2 weeks)	Bulk import user data if applicable	Collect user data & define permissions Create teams Onboard and assign users to the platform Full User Training: Admins, Managers, Users Set up listing notifications for stakeholders Set up user-specific notifications Set up shared inboxes
5)	Go-Live (1-2 weeks)	Conduct UAT and verify full setup Go-Live of Platform	Conduct UAT and verify full setup Final sign-off on content, platform and integrations Go-Live of Platform