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 / Web onboarding Flow for Sympl users /
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Web onboarding Flow for Sympl users

When a new user signs in to the Sympl 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 Website using the Build Website button, which will take you to the Webready Add on.

The last step in this section is to download the Sympl 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.

Note: These onboarding steps can also be accessed from the Dashboard page.

As always, please contact us with questions any time.  We're happy to help.
How did we do? Thank you! We appreciate your feedback.
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