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  • AdvanceCM Mobile App
    • AdvanceCM Mobile App: Discounts Module
    • Onboarding flow in Mobile App
    • AdvanceCM Mobile App: Rentals Module
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  • Power Reporting
    • Power Reporting Dashboard/Control Center
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    • Power Reporting FAQs
    • Power Reporting: Nights Booked Ahead
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AdvanceCM Mobile App / Onboarding flow in Mobile App /
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Onboarding flow in Mobile App

When a new user signs in to the AdvanceCM mobile app for the first time, they are guided through an onboarding flow to quickly prepare their rental for operation. The onboarding flow includes:

  • Connecting the Airbnb channel or adding a rental manually

  • Setting rates (for manually added rentals)

  • Setting up automations

  • Configuring AI features

This guide walks you through each step.

Step 1: Connect Your Channel

Tap the Connect button as shown in the screenshot.

Log in using your Airbnb credentials.

Approve the permissions to allow AdvanceCM to:

  • Sync availability

  • Import bookings

  • Manage guest messages

  • Update rates & calendar

Select the Airbnb listing you want to connect.

Complete the synchronization.

Step 2: Set Up Basic Automations

Automations help streamline communication and operational tasks. During onboarding, users can enable:

  • Booking Confirmation – Automatically sends a confirmation message to your guest or users in your account as soon as a booking is received.

  • Pre-Arrival Message - Sends guests important check-in information and reminders before their arrival.

  • Post-Departure Message - Sends a follow-up message after checkout, such as a thank-you note or review request.

Once this step is completed and you tap the Finish button, you will be taken to a success screen with feature options that you can configure during the onboarding process in the mobile app.

1. Rates & Rules

In the Rates section, you can perform the following actions:

  • Set Base Rate - This is your fallback rental rate for any period where no standard rate is defined. Note that some channels, such as Airbnb, do not receive this rate, so it’s important to create standard rates for all periods that a guest may book.

  • Set Standard Rate - The Standard Rate is the nightly rate sent to your connected channels, and must be created by the user; we recommend setting rates at least two years into the future to ensure all booking periods are covered.

  • Set Smart Rate Automation - Smart Rate Automation automatically adjusts your standard rates based on rules you set—such as channel-specific pricing, last-minute discounts, gap-night adjustments, or minimum night requirements for different days of the week. It also works with Group Rates, allowing you to update pricing for multiple rentals at once when they share the same rate structure.

Tap Skip at any time to move to the next step.

2. Advanced Automations

In Advanced Automations, you can set up automations for the modules listed below, just like you would in the Web App’s Automations module:

  • Bookings

  • Charges

  • Credit Cards

  • Documents

  • Expenses

  • Extras

  • Guests

  • Incidents

  • Inventories

  • Invoices

  • Locks

  • Messages

  • Reviews

  • Rates

  • Tasks

3. Turn on Advance Intelligence AI

AdvanceCM offers AI-powered tools to make hosting easier.

During onboarding, you can set up:

  • Automatically send AI Replies - Lets AI respond to guest messages instantly based on your settings.

  • Multilingual Replies - Automatically translates and replies to guest messages in their preferred language.

  • Incidents from Messages - Detects issues from guest messages and creates incident records automatically.

  • Incidents from Reviews - Identifies potential issues from guest reviews and generates incident records for follow-up.

Once you finish all steps, your account and rental will be fully ready to operate. You can now:

  • Manage bookings

  • Send messages

  • Adjust pricing

  • Update calendar

  • Automate workflows

  • Use AI tools

All directly from your mobile app.

As always, please contact us with questions any time.  We're happy to help.
How did we do? Thank you! We appreciate your feedback.
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