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  1. Apaleo Help Center
  2. Setup

Setup

Need help setting up your hotel? Find some guidance on configuration here.

Start Here

  • Setup Success Checklist
  • Hotel Setup Step-by-Step

Step 1: Account Settings

  • Property Life Cycle
  • Create a property
  • Cloning a template property
  • Setting up Market Segments

Step 2: Property Settings

  • Distribution: Local Charges
  • Finance: Invoice settings & company details
  • Finance: Tax Breakdown Settings for the Guest Invoice
  • Finance: Invoice Styling
  • Payment Automation
  • Automation: Check-in, check-out and night-audit
See all 7 articles

Step 3: Inventory

  • Hostel: Beds & Rooms Setup
  • Create unit groups
  • Create units
  • How to setup and manage Combined Inventory?
  • Unit attributes

Step 4: Rate Plans

  • Setting up Services
  • Setting up Rate Plans
  • Cancellation and No-Show Policies
  • Setting Prices
  • Children Prices

Step 5: Data Migration

  • Migrating reservations from my old PMS into Apaleo

Step 6: Applications

  • How to connect make.com?
  • How to connect Retool to your Apaleo account
  • Building your tech stack with Apaleo
  • Add a new App
  • Booking.com Channel Connect
  • SiteMinder Channel Connect
See all 9 articles

Step 7: Apaleo Pay

  • Apaleo Pay & Merchant Setup for Hotels
  • Managing your Apaleo Pay payment methods
  • Add GooglePay to your account

Apahero Academy

  • How to Train Your Team
  • Access the Apaleo Community
  • Set Up Your Training Hotel
  • Training Kit: Reservation Management
  • Training Kit: Front Desk
  • Training Kit: Folios and Invoices

SOP Templates

  • Get started with your hotel SOPs
  • SOP Template: Amend reservations
  • SOP Template: Handle reservation cancellations
  • SOP Template: Create and manage group bookings
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