SymplCM Help Center SymplCM Help Center
  • Smart Devices
    • Smart Devices General Settings
    • Smart Devices Setup
    • Smart Devices Overview
  • Sympl FAQs
    • Multi-Factor Authentication (MFA) FAQs
    • Advance Intelligence FAQs
    • General FAQs
    • Automations/Autopilot FAQs
    • VRBO FAQs
    • Reviews FAQs
    • Messaging Apps FAQs
    • Smart Devices FAQs
    • Channels FAQs
    • Airbnb API FAQs
    • Difference between Sympl V1 and Sympl V2
  • Autopilots
    • Tasks Autopilot Wizard Overview
    • Guest Autopilot Wizard Overview
    • Reviews Autopilot Wizard Overview
    • Messages Autopilot Wizard Overview
    • Expenses Autopilot Wizard Overview
    • Locks Autopilot Wizard Overview
    • Invoices Autopilot Wizard Overview
    • Autopilot Wizard Overview
    • Bookings Autopilot Wizard Overview
    • Documents Autopilot Wizard Overview
    • Credit Card Autopilot Wizard Overview
    • Incidents Autopilot Wizard Overview
  • Messaging Apps
    • Messaging Configurations
    • Messaging App - WhatsApp
    • Messaging App- SMS
    • Messaging App - Facebook
  • Operations
    • Tasks
      • My Tasks Overview
      • Tasks List View Overview
      • Tasks Calendar
    • Incidents Overview
  • Advance Intelligence
    • AI Scheduling Feature
    • AI generated Incidents & Task Approval Workflow
    • AI based Search
    • AI driven Actions
    • Activating Advance Intelligence
    • Advance Intelligence Rental Information
    • Advance Intelligence Credit Recharge
    • Advance Intelligence Ignore List
    • Advance Intelligence Settings
    • Advance Intelligence Introduction & Benefits
    • Advance Intelligence Knowledgebase
  • Finances
    • How to setup Security Deposits?
    • Expenses Overview
    • Expense Settings
    • Invoice Overview
    • Invoice Templates
    • Booking Formula Overview
    • Discounts Overview
  • Automations
    • Rates Automations
      • What is a Dynamic Rate?
      • LOS Discount Automation
      • Group Rates
      • Gap Night Automation
      • Last Minute Automations
      • Channel Adjustments
      • Rates Automation Overview
      • Min Night Stay Automation
      • Discount Codes Automation
    • Automations Overview
    • Expense Automation
    • Documents Automation
    • Task Automation
    • Invoice Automations
    • Booking Automation Overview
    • Automations Overview
    • Message Automation Overview
  • Documents
    • Documents Templates
    • How to create Documents?
    • Documents Preferences
  • Overview
    • Inventory Search Overview
    • Push Rates & Availability
    • Cost Estimator Overview
    • Dashboard Overview
  • Reviews
    • AI Review Insights Overview
    • Reviews Overview
    • Reviews List View
    • Reviews Automation
    • Reviews to Write- Bookings List View
    • Reviews Dashboard
  • Sympl Mobile App
    • Sympl Mobile App: Expenses Module
    • Sympl Mobile App: Discounts Module
    • Sympl Mobile App: Tasks Module
    • Sympl Mobile App: Dashboard
    • Sympl Mobile App: Rentals Module
    • Sympl Mobile App: Calendars Module
    • Sympl Mobile App: Guests Module
    • Sympl Mobile App: Inquiries Module
    • Sympl Mobile App: Incidents Module
    • Sympl Mobile App: Messages Module
    • Sympl Mobile App: Invoices Module
  • Invoices & Billing
    • Invoice Management
      • How to draft Invoice templates?
      • How to setup Invoice Rules?
      • How Do I Make Changes to an Invoice?
      • Invoicing & Payments
      • How Do I Charge a Guest for Multiple Items on an Invoice?
      • Scheduling Invoices
      • How Do I Request a Partial Payment or Deposit Payment?
    • Payment Gateways
      • PayPal
      • Booking.com Card Details Requirement
      • Booking.com and Expedia payment details
      • Payment Rules
      • How Do I Accept Payments Online and Via Credit Card?
      • Stripe
  • Calendars
    • Standard Calendar
    • Bookings Calendar
    • Yearly Calendar
    • Hold Events Overview
    • How to Import a Calendar
  • Rental Settings
    • How Do I Add Fees to my Rental?
    • How Do I Create a Custom Sympl Email Address?
    • How Do I Change My Rental Currency?
    • How Do I Add and Update Rentals?
    • Linking Rentals Together
    • Rentals Details Overlay
    • How do I delete rentals?
    • Currencies Supported by Sympl
  • Inquiries & Bookings
    • Guests Information
      • How can I import guests via CSV files?
      • Guests Overview
      • How Do I Make Notes of Guest Interactions?
      • Guest List Overview
    • Inquiries Information
      • Messages Feed
      • How Do I Delete an Inquiry?
      • How Do I Create an Inquiry?
      • Inquiry Inbox Overview
      • Inquiry Overview
    • How to Send Quotes
    • How Do I Confirm a Booking?
    • How do I attach a file to a message?
  • Settings
    • Widgets
      • Add the Inquiry Widget to a Site
      • Add the Calendar Widget to a Site
      • Inquiry Widget Advanced Configuration
    • Multi-Factor Authentication
      • Multi-Factor Authentication (MFA) Overview
    • Sympl Subscription & Billing
      • How Do I Cancel My Subscription?
      • How Do I Change My Subscription?
      • How Do I Update My Credit Card Information?
      • Billing Info Overview
    • Templates
      • Templates for Automations
      • Sympl Data Dictionary
    • Integrations
      • Quickbooks integration with Sympl
      • Connecting Chekin to Sympl
      • How to create Zap using Sympl Autopilot feature?
      • Connecting Operto to Sympl
      • Integrations Overview
      • Connecting PriceLabs to Sympl
      • How do I connect to MailChimp?
      • Sympl integration with Dropbox
      • Sympl integration with Slack
    • Web onboarding Flow for Sympl users
    • Sympl Setup Checklist
    • File Cabinet Overview
    • Inbox Conversations Overview
    • Shared Content Overview
    • Using Google Translate with Sympl
    • Account Info Overview
    • Migrating from AdvanceCM to Sympl
    • What are the major differences between AdvanceCM and Sympl?
    • Custom Branding Overview
    • Data Feeds Overview
    • Email Options
    • Stealth Overview
    • Custom Codes Overview
  • User Settings & Logins
    • Custom Attributes
    • User Type and Permissions Overview
    • I forgot my password, what to do now?
    • Change Password
    • Where Can I Find My Sympl Account ID?
    • How Do I Change My Password?
    • Users Accounts Overview
    • Troubleshooting IP Blocked and Account Locked
    • Restricting User Access
  • Rates Management
    • How to Set Up Distinct Rates for Channels
    • Troubleshooting Rates
    • Rate Determination Algorithm
    • Pushing rates to Booking.com
    • What is a Base Rate?
    • Changing the Max Guests value on Booking.com
    • Checking Rates for Accuracy
    • Changing the additional guest fee on Booking.com
    • Pushing Rates to API Channels
    • What is a Standard Rate?
    • Rate Types in Sympl
    • My Rates are Too Low on Booking.com
    • My Rates are Too High on Booking.com
    • How to Set Day-Specific Pricing
    • What is a Rate Category?
  • Channel Manager
    • iCal Connections
      • What if my channel is not listed in Sympl?
      • Connecting iCal Channels with Sympl
      • Export your Sympl calendar to Holiday Lettings
      • Connecting to FlipKey/TripAdvisor with Sympl
      • Connecting to Homeaway/VRBO with Sympl
    • API Connections
      • Trip.com
        • Connecting Trip.com to Sympl
      • Tiket
        • Connecting Tiket to Sympl
      • Hopper
        • Connecting Hopper to Sympl
      • Rentals United
        • Connecting Rentals United to Sympl
      • HVMI
        • HVMI Requirements and FAQ
        • Connecting HVMI to Sympl
        • How Marriott handles Booking Fees
        • Marriot Discounts
      • Google Vacation Rentals
        • Connecting to Google's Vacation Rental platform
        • Google Vacation Rentals FAQs
        • Google Vacation Homes - Fixing Rental Errors
      • Booking.com
        • Sympl and Booking.com Best Practices
        • Booking.com Rates & Additional Guest Pricing
        • How to Push Rates to Booking.com
        • Connect to Sympl via the Booking.com Extranet
        • Sending Booking.com messages with Sympl
      • Agoda
        • Connecting Agoda with Sympl
      • Vrbo
        • VRBO FAQs
        • VRBO Bed Syncing
        • Connecting the VRBO API to Sympl
        • Activating Sympl Rentals on VRBO
        • Setting Rates and Fees in Sympl for Vrbo
      • Airbnb
        • Airbnb API FAQ
        • Connecting to Airbnb API
        • Create an Airbnb Password (Connection Resolution)
        • Connecting to Airbnb via iCal
        • Airbnb Rental Listing Requirements
        • How to Refresh Your Airbnb Property List
        • Creating Listings in Airbnb
        • Co-hosting with Airbnb API
        • Airbnb Host Alteration
        • How to Rank Higher on AirBnB
        • Airbnb Guest Alteration
        • How Do I Disconnect my Airbnb Listing or Account from AdvanceCM?
        • Airbnb 2-Way API Sync
      • Expedia
        • How to connect Expedia Messaging with Sympl
        • Connecting Expedia with Sympl
    • Sympl Channel Manager Overview
    • Disconnect a Channel Account
    • Adding Custom Channels
    • Channels Overview
    • Adding Commissions for Channels
Settings / Sympl Setup Checklist /
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Sympl Setup Checklist

Welcome onboard!  Here are a few key areas to check when setting up your Sympl account.

☐ Are your Rentals created? 

How do I do it? 

  • Rentals can be created by importing from Airbnb: Connecting to Airbnb API

  • Rentals can also be created by entering in property info. How do I add and update rentals?

Why is it important?

  • Rentals are the most important element in Sympl.  Rentals are listings in Sympl, which are synchronized with all your channels.

☐ Are your Rental Rates created?   

How do I do it? 

  • Each rental needs to include at minimum a Base Rate and a Standard Rate.

Why is it important?

  • Creating rental rates is a prerequisite for connecting to API Channels. In the case of AirBnb only your base rate setting will apply to your listings if you do not create a more comprehensive rate plan in Sympl.

☐ Are you connected to API Channels (Airbnb, Booking.com, Expedia)?   

How do I do it? 

  • API Channel connections are added using the individual process for each API channel: AirBnb, Booking.com, Expedia, Agoda

  • For each API channel connection, you must Link a Rental, Import Bookings, Push Rates, and Push Availability. 

Why is it important?

  • Being properly connected to your channels is essential to prevent costly double bookings.

☐ Are you connected to iCal Channels (Flipkey, Homeaway, and others)?   

How do I do it? 

  • iCal connections are added using the process in the following article: Connecting iCal Channels with Sympl

  • For each iCal connection, you must both import a calendar into Sympl and export a Sympl calendar into your connected channel.

Please note that for many iCal channels we have created specific help guides. Searching our help center will provide you with the specific guide for the channel you are trying to connect.

Why is it important?

  • Being properly connected to your channels is essential to prevent costly double bookings.

☐ Have you verified your rates and calendars in your channels?   

How do I do it? 

  • Log into your channels (Airbnb, Booking.com Extranet, Expedia Partner Central etc) and verify that your rates and calendars are correct.

Why is it important?

  • Checking rates and calendars in the connected channels will help ensure everything is set up correctly--and will prevent costly double bookings and reservation issues.  

☐ Have you used your Sympl email address?  

How do I do it? 

  • You can view your Symplmail.com email domain at Account Info. Use this email domain in your marketing channels, social networks, newsletters etc.

Why is it important?

  • This way, any guest emails sent to your Sympl email address will show up in a single location:  your Sympl Message Feed. 

☐ Have you connected your Payment Gateways?  

How do I do it? 

  • You can add your Stripe or PayPal accounts at Apps > Gateways > Add New Gateway. The following article will guide you through how to begin charging your guests through Sympl invoices: How do I accept payments online and via credit card?

Why is it important?

  • Connecting your payment gateways is necessary in order to issue invoices and have them paid online, and in order to take bookings through your Sympl website or website widget.  

  • Connecting your Stripe account also allows you to capture guest credit card info when they book via Booking.com and Expedia.

☐ Have you created a Sympl Website or Sympl Widget?  

How do I do it? 

  • You can create your own Sympl website so that you can create your very own marketing channel. To create a Sympl website, you will need to subscribe to our soon-to-be-released Webready Add On from the Tokeet App Store - coming soon!

  • If you use your own site and want to embed Sympl widgets there, you can generate them at Apps > Widgets & More (help center)

Why is it important?

  • Your website acts as a valuable marketing channel. 

  • Your website or website widget loads your current rental availability info from Sympl, as well as your designated website rate category.  Guests can send you inquiries or bookings--directly from your Sympl website or website widgets.

☐ Have you created your Message Templates?  

How do I do it? 

  • You can create new message templates at Apps  > Templates

  • Message Templates will allow you to either manually send a message template, or set up an automation that will send the message out when a specific event occurs.

  • Templates can be set so that inquiry, guest, or rental specific details are automatically filled in using variables from our data dictionary.

Why is it important?

  • Once created, message templates can be sent to guests and your staff via Sympl Automation, Automata, or by clicking into a particular booking in the Inquiries section.

☐ Have you set up your Sympl Automations (Triggers)?  

How do I do it? 

  • You can create new triggers at Apps  > Automations.

Why is it important?

  • A trigger is an instruction to Sympl to perform a particular action when an event occurs. For example, triggers can be used to notify you and your guests via email or SMS when a new booking is received. 

SMS triggers are available in the add-on application Automata

There are many other options, tweaks, and configurations available to you in Sympl. For now, these are the most important.  

Please contact us with questions any time!  We are thrilled to have you onboard and wish you a most successful vacation rental business.   
How did we do? Thank you! We appreciate your feedback.
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