SymplCM Help Center SymplCM Help Center
  • 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
    • Creating Hold Events
    • How to Import a Calendar
    • Sympl Calendars Walkthrough
  • Rental Settings
    • How Do I Change My Rental Currency?
    • How Do I Add and Update Rentals?
    • Linking Rentals Together
    • How do I delete rentals?
    • Currencies Supported by Sympl
  • Inquiries & Bookings
    • Guests Information
      • How can I import guests via CSV files?
      • How Do I Add and Update Guests?
      • How Do I Make Notes of Guest Interactions?
      • Guest List Overview
    • Inquiries Information
      • How Do I Delete an Inquiry?
      • How Do I Create an Inquiry?
      • Inbox Inquiries Overview
    • How Do I Confirm a Booking?
    • How do I attach a file to a message?
  • Miscellaneous
    • Sympl Setup Checklist
    • Inbox Files Overview
    • Inbox Conversations Overview
    • Shared Content Overview
    • Using Google Translate with Sympl
    • Automations Overview
    • Account Info Overview
    • Migrating from Tokeet to Sympl
    • What are the major differences between TV3 and Sympl?
    • Dashboard Overview
  • Settings & Configurations
    • User Settings & Logins
      • User Type and Permissions Overview
      • I forgot my password, what to do now?
      • Where Can I Find My Sympl Account ID?
      • How Do I Change My Password?
      • How Do I Add and Update Users?
      • Troubleshooting IP Blocked and Account Locked
      • Restricting User Access
    • Add-Ons & 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
      • Multi-Factor Authentication (MFA) FAQs
    • Sympl Subscription & Billing
      • How Do I Cancel My Subscription?
      • How Do I Change My Subscription?
      • How Do I Update My Credit Card Information?
    • Templates
      • Templates for Automations
      • Sympl Data Dictionary
      • Custom Branding Templates
    • Integrations
      • Connecting PriceLabs to Sympl
      • How do I connect to MailChimp?
      • Sympl integration with Dropbox
      • Sympl integration with Slack
      • Existing third party integrations
  • Rates Management
    • Pushing rates to Booking.com
    • What is a Dynamic Rate?
    • 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
    • The Rates Multi-calendar
    • How to Set Day-Specific Pricing
    • Sympl Channel Adjustments
    • 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
    • Sympl Channel Manager Overview
    • Disconnect a Channel Account
Miscellaneous / Sympl Setup Checklist /
Website Community Login

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.
Website Community Login
Copyright © 2025 Tokeet Inc.. All Rights Reserved.
No documents match your search.
Searching...