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Onboarding a new property in your PMS: the complete checklist

A checklist for onboarding a new property in a PMS: platforms, rates, welcome book, cleaning, security deposits, team, invoicing and a final test.

By and Published 2 min read

A checklist for onboarding a new property in a PMS
Contents
  1. The short answer
  2. 1. Property data
  3. 2. Platform connections
  4. 3. Automations
  5. 4. Team and owner
  6. 5. Access
  7. 6. Final test
  8. The checklist to copy
  9. Frequently asked questions
  10. Key takeaways
  11. Sources

A poor onboarding creates problems for months. A good one makes the property ready to run from the first booking.

The short answer

Create the property record, connect the platforms, check the calendars, set prices and restrictions, fill in the welcome book, assign the team, prepare the messages, then run a full test.

1. Property data

Address, capacity, check-in and check-out times, access, Wi-Fi, parking, amenities, house rules, contacts and photos.

2. Platform connections

Map each listing to the right property and check future bookings, prices, availability and restrictions. In Boostinghost, Airbnb, Booking.com, Vrbo and Expedia connect by API, other platforms by iCal.

3. Automations

Scheduled messages, security deposit, online check-in, cleaning, reminders and notifications must be turned on with the right triggers.

4. Team and owner

Assign permissions, the default cleaner, the checklist and its photo rules and, for a management agreement, the owner's invoicing rules.

5. Access

If the property has a compatible smart lock (Igloohome, Nuki, TTLock), turn on automatic access code generation (Pro plan and up).

6. Final test

Simulate a guest's journey: booking, confirmation, arrival instructions, message, departure, cleaning and invoice.

The checklist to copy

  • Complete property record and photos
  • Listings mapped and future bookings checked
  • Base, minimum and maximum price and minimum stay
  • Welcome book filled in and proofread
  • Scheduled messages turned on
  • Security deposit set up
  • Cleaner and checklist assigned
  • Smart lock tested
  • Owner invoicing rules
  • Guest journey tested

Frequently asked questions

How long does it take to onboard a property?

From a few dozen minutes to a few hours, depending on the number of platforms, the quality of available information and the automations to set up.

Should you fill in the welcome book before the first booking?

Yes, if the AI or scheduled messages rely on it. An empty welcome book leads the AI to pass every question on to a human.

What should you check first after connecting the platforms?

Future bookings and availability. Compare them one by one with those shown on each platform before turning on automations.

Key takeaways

A well-onboarded property means complete data, correctly mapped listings, tested automations and a guest journey simulated end to end before the first arrival.

Sources

  • https://www.boostinghost.fr/
  • https://www.boostinghost.fr/en/pricing.html

Sources verified on October 7, 2026.