When a new user signs in to the AdvanceCM web app for the first time, they are guided through an onboarding flow to quickly prepare their rental for operation. The onboarding flow includes multiple steps, and this guide walks you through each one.
Step 1: Setup your channels
You can connect Airbnb and Booking.com under this step by clicking the blue button. Once clicked, the connection wizard overlay will open, allowing you to connect the Airbnb or Booking.com channel.
Step 2: Optimize business
You can perform multiple actions under this section.
First, the Boost Revenue section allows you to subscribe to RateGenie if you want to set up smart pricing for your rentals.
Next, you can set up your Booking Automation by clicking the Setup Instructions button. This will open the Booking Autopilots overlay.
Similarly, you can set up your AdvanceCM Website using the Build Website button, which will take you to the Website Builder screen. For more details on how websites are built, please click here.
The last step in this section is to download the AdvanceCM Mobile App.
Clicking the Download the App button will open a QR code. By scanning the QR code, you can access the download links for the iOS and Android apps.
Step 3: Automate tasks
You can perform multiple actions under this section.
The first step is to automate your workflows using Autopilots. Clicking the Autopilot Wizard button will open an overlay where you can choose the modules for which you want to set up automations.
Next, you can add vendors by clicking the Add a Vendor button and begin using the Vendor workflow. For more details on how the vendor workflow works, please click here.
You can then enable AI by clicking the Enable AI button. This opens the AI settings overlay, where you can configure all available AI features. For more details on how AI features work, please click here.
The final step in this section is to set up automatic guest reviews. Clicking the Boost Reviews button will open the Booking Autopilot overlay, allowing hosts to configure review automations.
If you are logging in for the first time, you will see an onboarding menu appear in the bottom-left corner of the screen. If you click Dismiss, the menu will be hidden and will not appear again. If you expand it, you can complete all the onboarding steps mentioned above at any time.
