This guide aims at presenting a checklist about the entire onboarding process. The Hotel Setup Step-by-Step guide provides in-depth guidance for the account setup process.
In the Checklist we cover the following topics:
Should you desire working and editing this checklist offline please feel free to download your version at the end of this guide.
apaleo setup - Account & Hotel
|apaleo enables the freedom to create your hotel on the apaleo platform in 100% self-service.
Follow the Hotel Setup Step-by-Step guide for details
These steps need to be taken:
Register for a new apaleo account: Start Now without sample properties.
- Settings on Account-Level
- Add Languages
- Setup Account details
- Invite additional Account Admin user
- Adding a new Hotel
- Settings on Hotel-Level
- Create your Inventory
- Create Unit Groups
- Create Units
- Create Unit attributes
- Setup your Rates
➜ Involve Accountant in the onboarding process, evaluate necessary Sub-Accounts for rate plans & services
- Age categories
- Create a new rate plan
- Copy rate plans
- Setting prices
- Share open questions and schedule review calls with the apaleo team
|apaleo pay enables automated payment processes. We can create E-Commerce and Point of Sales Accounts to process payments.
- Setup Merchant Accounts (via apaleo)
- Insert data into KYC link sent to you by E-Mail
- Receive approval
- Inform apaleo about needed User Accounts
- Setup Refund Reserve
- Setup point of sales account (via apaleo)
- Order Terminal
- Order TSE. Only applicable for Germany & Austria.
More details here: Fiskalisierte Zahlungsprozesse
|The value of your apaleo account increases once you tailor your platform with the additional partners that meet your demands.
- What are the current Apps in use?
- Do they remain useful on the apaleo platform?
- Identify additional Apps for your initial apaleo platform
- Select & connect Apps
|Accounting details are crucial for accountants and legal correctness.
- Does the accountant have access to apaleo with a unique user account?
- Is an accounting app connected?
- Are accounting software account codes mapped to apaleo accounts?
- Introduction to the Gross Transactions Report
- Review Sub-Accounts
- How to handle corrections on the folio?
- Introduction to apaleo accounting
- Daily Accounting Check
apaheros believe in freedom to create. They receive monthly information about the latest apaleo news and are the initial contact persons in the operations to support others on property. Anyone can become an apahero!
We suggest using a test account to train new users and for existing users to test flows.
The following steps aim at building the basic apahero skills to execute operational tasks.
- Invite operations users to test account (only this account will be used for testing purposes)
- Create 10 different reservations per user
- Create 3 group reservations per user
- Reproduce reservation and check-in procedure
- create new reservation
- create a prepayment invoice
- assign room
- check-in guest
- create a payment
- create an advanced invoice
- amend length of stay
- add a service
- split services in accommodation and F&B onto 2 folios
- create payment
- checkout guest
- create final invoice
- reopen invoice and adjust address
- create final invoice