Check pre-filled details are correct

Complete your Legal Entity Name, ABN, ACN, Licensee, Licence Number

Add in Property Images, these images are external or hero shots of your Property and Location

Add in your Trust account details + APCA ID (Allows you to upload ABA file)

Confirm all agents are listed

Add in the correct commission to be withheld for each Agent. Click edit beside the Agent > set commission to % > pop in the percentage amount, tick if it includes GST > select the Pay To Account (this will usually be set to Pay To the agent supplier account) and Account Code (typically Agent Rebate) > click save

Add any other missing details

If 'Sub Agent' is required, make sure to set them up in the Sub Agents tab.

You can also click on the Source Tab and add in Sources, this is a field you can complete when adding a Reservation to keep track of the Source of the reservation. This can also be setup as a default source for each agent to automatically fill in.

Visit this help article How do I add a New Agent?

Check each charge in this section is correct. View this article on How do I add a New Charge?

Charges can have over-rides from the default amount. If you use overrides check that they are correctly setup. 'Override settings for rooms', and 'override settings for check out date' are per reservation / tenancy. 'Override settings for owner accounts' is for monthly owner charges and ad-hoc charges to owners.

Make sure each charge has an account code and GST setup correctly.

Ensure the credit card commission noted is correct and is charged to the Owner or the Guest. A default card can be selected.

You can create 'Add Ons' which are guest charges that you often perform. Instead of having to type it all the time you can create the charge as an Add On. This may be for pool towels, rollaway bed etc

Click New Add on > type in the reference and Addon name (which will also be the guest charge description) > once added click the edit button beside the addon and fill out the details > click save

Account Codes are attached to each charge that is created. View this article How do I add an Account Code?

If you use Xero and intend to integrate it with Resly you will need to create account codes that will be mapped to Xero.

It is highly recommended to leave the 'Account Code must be filled when creating a charge' ticked. If a charge is entered without an account code it will appear as code 'Other' which is a reserved account code type.

On this tab you can set the criteria for when your Deposit Amounts and Balances are due. These are system wide defaults so what every is the most common is what we advise you to enter here.

If you are using a QLD trust account the 'Show Room & Owner on Receipts' should be ticked.

Simple format can be ticked for all account types. Resly has an exemption and is not required to print receipts.

Ensure your Trust Account Bank Details are in the Guest Invoice Section.

You have the option to choose how the Owners Statements Appear - default or custom view, you can choose to show the Account Summary, Gross Amount and Owing Reservations on the Owners Statement

Add in your Service Frequency, and daily clean if required.

You can also add in bedding configurations. This is beneficial as you can select the bedding configuration in a reservation and it will appear on the Daily Housekeeping report. These options are available to all room types so it's advisable to prefix with the room type.

Ensure each room type / listing has the correct description, amenities, images, included and maximum number of people, and default charges are added. It is important these are correct as they are what displays on your Direct Booking Engine.

If you wish to use tags they first need to be setup before you click edit on a room type / listing. Click on 'Tags Settings' at the bottom of the page, Add tag, and give the tag a name, and either location or character type. Once they've been setup here you can apply them to each room type / listing

Check with your onboarding specialist about the booking and cleaning fee to know if these apply to your setup. Most often this is a charge attached to a rate plan instead.

If it is a holiday home enter the address at the bottom.

Portfolio setups need to assign the room type / listing to the portfolio they belong to

Are all the necessary charges attached to the rate plans? It is very important each rate plan has the correct charges. If you need to add any charges click this link How do I attach a charge to a rate plan?

Are the Rate Plan structure correct - 2, 3, 5 night min etc. If you have derived calculations ensure they are set up. Visit this article on How do I set Derived Rate Calculations?

Do you require any Lockdown or Owner Stay Rate Plans? Ensure these have been created and have the correct charges attached. Please let us know if you need a new rate plan created.

Check the configuration of the rate plans are correct by clicking edit on each rate plan

Are all your Email, Letter, and Message templates set up? (Example: Confirmation Letter, Registration Form, Owners Statement Template).

Add in Default Email Templates if required

Merge fields can be located at the bottom on the template by clicking Learn More. Copy and paste the merge fields into your template as required. If you click the merge field it will be entered in where your text editor is positioned

View this article on how to create new templates and set up email automation Creating communication templates

Guest Portal - see this article here How do I activate Online Check-In?

Owner Portal - see this article here How do I give my Owners access to the Owner Portal?

Staff Portal - you can add your staff to this portal which will give access to the Housekeeping Portal. See this article here Staff Portal Help Guide

Different automations can be setup here. SMS automation is only available to those with the premium SMS service. Please contact your onboarding specialist for a more details.

See this article on how to setup email automations

See this article on how to setup SMS automations

See this article on how to setup channel messaging automations

Guest portal is a useful tool to collect extra guest information such as a photo ID, arrival time, and credit card. This will also detect if there is missing information such as a phone number, or a relay email address is in use, and request this information from the guest. Information will be automatically updated in the guests reservation and a notification will be provided. See this article for the guest portal help guide

Owner portal is useful for providing owners with a means to access their statements, attached receipts and invoices to charges, as well as other possible options such as making an owner booking for their room / property, seeing availability, and seeing individual booking details. Functionality of the owner portal can be controlled per owner as to what they can and can't access. See this article for further information on the owner portal

Staff portal is for housekeeping, maintenance tasks, and inspections. Please talk with your onboarding specialist to see if this tool will be suitable for your setup. Additional information can be found in the staff portal article

Ensure all room statuses are correct - active/inactive/tenancy

Ensure the Owner for each room is correct

Click into each room and check all the charges are correct

Check to see if there is any information that can be supplied to the merge fields

Internal notes are useful for relief management and new staff. Information will be displayed when making a new reservation and selecting this room / property

You can create a user for each of your team members (not housekeeping or maintenance, unless they will be doing front of house / reception tasks too) for them to be able to login to Resly. Each user must have a different email address. The email address is only used to login and password resets, so you can add their personal email. It is beneficial for each staff to have their own user to see the edit history on reservations etc.

You can add in your Staff such as housekeeping, under the Staff Tab. Select the department for each Staff member- Housekeeping, Front Desk, Maintenance, Administration - then you can assign a task to a specific Staff member.

If you are planning to use the staff portal it will need to be enabled for each user here.

Double-check the contact details and bank accounts are correct.

Please ensure you take some time to check all owner details, especially BSB and bank account details. It is important to verify that they are correct before going live. Resly takes all care to ensure they are correctly imported but will not be responsible for any errors or inconstancies with the export/import of this information.

Are the correct charges applied to the correct owners. If you need to add any recurring charges click this link How to add recurring monthly charges to an owners account

If you pay your Agent Rebates directly to your General Account, add your General Account details in the Suppliers Payout Details

View this article How to Add a New Agent/Supplier Account

Ensure your General Account details are in the Payout Details section.

Follow the instruction to set up your live bank feed to see your bank transactions feeding into Resly automatically. Visit this article for instructions How do I link my bank feed?