Find your way around Holidario in your first session

Your menu does not have to match someone else's. Holidario combines the team's plan, your roles, and authorization for specific resources to show the work you need.

1. Confirm the context before working#

1. Open the user menu.
2. Check the name of the active team.
3. If you belong to several agencies, switch to the correct team before opening a property, reservation, task, or ticket.
4. Also verify the property or period shown on the screen before saving changes.

The active team determines the data, roles, notifications, and preferences used in that session. The signed-in person's name is not a substitute for this check.

2. Start with your role path#

Choose the Start here guide for your role. Then use the dashboard to find pending work, alerts, and shortcuts. An administrator may also see an onboarding checklist; an item marked optional should not delay the first essential task.

Do not try to configure every module in the first session. Complete one real, controlled task with your own account first.

On mobile, Home, Notifications, and Menu are permanent bottom-bar destinations. The remaining position is role-specific: for example, a linked external cleaning provider sees Provider profile, while the ordinary menu uses its default work shortcut when that action is permitted. If an external provider sees only the three permanent buttons, confirm the active team and provider link with the agency.

3. Interpret a module that is missing#

A missing module does not prove there is an error. It may mean:

• it is not included in the active plan;
• your role does not grant that action;
• you need authorization for a property or record;
• the team or resource is disabled;
• an earlier prerequisite is still missing.

Return to the Start here path for your role to confirm which work belongs to you. If you expected a specific option, follow the access-denial guide before requesting broad permissions.

4. Verify the device before depending on it#

A product workflow is not verified merely because its menu or screen appears at a particular size. Before working from a phone or tablet, use your own role and a controlled record to test that you can open the available menu, find the resource, complete the required action, see validation, and confirm the result.

If a control is missing, text is clipped, or the result is not confirmed, do not improvise or repeat the action. Continue through a larger-screen procedure your agency has already verified, or hand the work to the responsible person. Do not assume offline operation.

If an action does not finish on the tested device:

1. keep the exact error text;
2. confirm that you are still in the correct team;
3. do not repeat a payment, send, or completion action until you check its result;
4. reopen the record from its list;
5. ask for help with the identifier and approximate time.

First sign of success#

Orientation is complete when you can identify the active team, open your first piece of work from the menu or dashboard, and explain who to contact if an option is unavailable.