Get your work done in Holidario, from start to finish

Use onboarding checklists and goals Work through pending tasks in order, understand automatic completion, and recover hidden goals without losing progress. 3 min read Start here if you run or administer an agency Follow the recommended order to prepare the agency, onboard the portfolio, and enable each working team. 8 min read Decide what is ready to launch for an agency Classify each area as self-service, assisted, deferred, or unavailable and require observable evidence before adding it to a cohort. 8 min read Find your way around Holidario in your first session Identify the active team, find your work, understand hidden modules, and verify the device before acting. 3 min read

Sign in and recover access Sign in with your own account, verify your email address, and reset your password securely. 2 min read Accept an agency invitation and prepare your first access Sign in with the invited email, verify the agency, accept access, and confirm what should happen next. 3 min read Understand roles, positions, and property access Understand the difference between team membership, roles, employee positions, and authorization for specific resources. 2 min read Authorize a property owner only for their rentals Assign the property-owner role and grant access to the properties and related resources they should review. 2 min read Complete your profile and understand language settings Update your personal details and distinguish your profile language from shared team and guest languages. 3 min read Configure the team's operational language Choose the shared internal language, verify its effect, and avoid confusing it with interface or guest-content language. 2 min read Read notifications and choose how to receive them Use the active team's inbox, distinguish read from pending items, and configure email and inbox delivery for each available type. 4 min read Understand the current operational-timezone boundary Know when to verify a time because Holidario does not yet support a team- or property-specific timezone. 2 min read Check the team's time-based workflows Verify how Holidario interprets operational times before coordinating Canary Islands or multi-timezone rentals. 2 min read Assisted onboarding for an external cleaning provider Prepare the account, company, and provider record; request the link and verify limited access before the first job. 4 min read Understand teams and switch agencies safely Distinguish your personal account from the active team, change context, and recover access when an agency is missing. 2 min read Give an external maintenance provider access Add their account and company, create the linked provider profile, and verify with a ticket that only assigned work is visible. 4 min read Onboard an employee from start to finish Register the account, send the invitation, assign a role, and create the employee profile without confusing position and access. 3 min read Request another team or account Distinguish a pending invitation from a new commercial account and avoid creating duplicate teams. 2 min read Invite and activate a team member Prepare the account, invite the exact email, and finish access with a verified role, resource scope, and first task. 2 min read Understand the plan, limits, and billing Read subscription status, interpret limits and features, review upcoming charges, and download available invoices. 2 min read Know what subscription cancellation does not complete Separate stopping subscription billing from handing over channels, data, domains, certificates, and the complete account closure process. 2 min read

Onboard an agency portfolio of 50 to 150 properties Migrate in cohorts with a source of truth, per-property reconciliation, and acceptance gates before expansion. 7 min read Add your first property Create the physical property manually, verify it, and use listing import only when that path has been accepted for your account. 3 min read Create your first property manually Enter and verify the physical property record without relying on an OTA listing import. 4 min read Prepare the vacation-rental operation Complete the operational, legal, and guest information Holidario needs before prices and channels. 2 min read Create a property's rental operation Turn an existing property into an operational rental without duplicating the accommodation. 2 min read Collect and review details with a property form Create a form, share its temporary link, review the response and export PDF copies. 4 min read Set default key pickup and drop-off Configure where keys are normally collected and returned for each operation. 3 min read Manage properties, operations, and owners Keep the physical property's identity, its rental operation, and the owning person or company separate. 4 min read Review an operation and its calendar Check a rental's status, read its price and reservation calendar, and verify each stay or block from the operation page. 5 min read

Find and verify a reservation Locate a reservation by guest or period and verify its property, dates, status, and source before acting. 3 min read Create a manual or offline reservation Record a direct or phone booking without duplicating an OTA reservation, then verify channel-manager delivery. 2 min read Edit a reservation without losing channel control Correct dates, guest details, or amounts and identify changes that need additional verification. 2 min read Cancel a direct reservation Irreversibly cancel a Holidario or offline reservation while keeping cancellation separate from any refund. 2 min read Mark a reservation as a no-show Record that a guest did not arrive, understand irreversible effects, and decide whether to cancel a direct booking too. 2 min read Create and verify the guest invoice from a reservation Use the specialized guest-invoice flow only after a payout, with a checked-in adult and confirmed fiscal details. 5 min read

Add or correct OTA listing details Record the correct Booking.com or Airbnb listing before preparing its connection. 2 min read Prepare Holidario Channel Manager infrastructure Synchronize the technical property, room, and rate records required before connecting an OTA. 2 min read Check that a channel is ready for activation Complete every business and technical check before opening live synchronization. 2 min read Troubleshoot channel setup Identify whether listing details, infrastructure, pricing, or the connection is blocking progress. 3 min read

Review prices and availability before activating channels Check rates, minimum stays, reservations, and blocks before opening a live connection. 2 min read Configure the global pricing baseline Define high season, minimums, and shared rules before creating and assigning rate plans. 2 min read Create a monthly rate plan Define a base price for each month and reuse the plan across one or more properties. 2 min read Assign rate plans by property and month Fill future months without a rate and change specific periods from the assignment grid. 4 min read

Work from the Daily PMS Agenda Review today's arrivals, departures, new bookings, tasks, and incidents from one operational panel. 3 min read Review alerts and hand over a shift without losing open work Distinguish alerts, events, and notifications, verify each case in its source record, and hand it over with an owner and deadline. 4 min read Share the guest check-in link Open a reservation's signed access, share it safely, and guide the party through the correct registration order. 4 min read Record and review guest check-in details Add travellers from a reservation, correct their details, and validate the party before authority submission. 2 min read Submit guest records to the authority Validate the party, interpret the check-in widget, and confirm an individual or bulk submission result. 2 min read Manage reservation conversations Prioritize unread messages, verify guest and channel, and distinguish queueing, OTA retry, and provider acceptance. 3 min read Mark a property as free after check-out Confirm the actual departure and update the property's operational state from the Daily PMS Agenda. 1 min read Allocate and verify bedding for a reservation Distribute beds within configured capacity, verify the result, and recover from warnings or empty states without inventing availability. 3 min read Create and use message templates Create language variants with valid variables, test OTA delivery safely, and avoid disrupting templates synchronized with Twilio. 5 min read Create reusable key access points Configure offices and lockboxes that staff can select for individual reservations. 3 min read Override key handover for a reservation Apply a different point, instruction or code to one stay without changing the property's normal value. 3 min read Generate, save or print the guest information sheet Distinguish the individual PDF from batch printing and review its content before handoff. 4 min read

Create and coordinate incident tickets Create, assign, and supervise an incident from open to closed when you manage work for the agency. 4 min read Prepare the cleaning team and availability Configure active cleaners, weekly shifts, and approved time off before assigning work. 4 min read Create and assign a cleaning task Create the first task from a reservation, assign one or more people of the same type, and verify the result. 3 min read Plan and monitor weekly and daily cleaning Review weekly cleaning work, including the read-only schedule limited to an external provider's own assignments. 4 min read Distribute cleaning tasks manually Use the property and reservation board to assign valid gaps without deleting and rebuilding existing work. 4 min read Reassign, reschedule, or cancel a cleaning Correct owners and dates without confusing task deletion with cancelling a reservation's cleaning requirement. 3 min read Review cleaning progress, completion, and evidence Check status, checklist, photos, videos, and completion time before treating a property as ready. 4 min read Print cleaning labels and export plans Generate one label, send labels in a batch, and export weekly or daily lists with the necessary checks. 3 min read

Manage clients and companies without duplicating identities Distinguish users, clients, and companies, create each identity once, and preserve its financial and operational relationships. 6 min read Record an expense for a property Record a cost against the correct property, recover from validation, and verify it before invoicing or payout. 5 min read Split a shared expense across several properties Divide one euro-denominated cost across enabled operations without duplicating the original total. 2 min read Upload and review received bills Archive supplier documents, optionally extract their data with OCR, and verify amounts before export. 8 min read View and download an invoice Find an authorized invoice, interpret its status, and download its PDF without changing it. 5 min read Understand an owner payout Interpret the reservations, expenses, manual payments, and split payments in an authorized owner payout. 4 min read Read and verify the statistics report Filter properties and periods, interpret origin, capacity, occupancy, and prices, and identify the data behind each table. 5 min read Share documents with an authorized property owner Agency guide to create a private workspace, add the correct owner, and manage messages and files without broadening access. 5 min read

Configure your booking website identity and content Prepare branding, languages, logo, links, and legal text before directing traffic to the public website. 4 min read Prepare, pause, and open rentals for direct booking Review each rental and control whether it accepts direct bookings without hiding or disabling the operation. 4 min read Understand the guest journey for a direct booking Learn what the website validates, when a reservation exists, and how pending or failed checkout should recover. 3 min read Find and handle a confirmed direct booking Identify website bookings, verify their payment, and continue daily operations without duplicating them. 2 min read Review direct-booking payments and refunds Interpret statuses, reconcile reservation and charge, and keep cancellation separate from refund. 3 min read Create and test direct-booking coupons Define a controlled discount, test it in the public quote, and limit its use without changing existing reservations. 3 min read Manage guest-area FAQs Publish agency-wide or property-specific answers in the area guests see after booking. 3 min read

Create and maintain contract templates Define language-specific content and validated variables before generating manual contracts. 3 min read Prepare the SES Hospedajes connection Gather the certificate and establishment identifiers, and understand the current self-service activation boundary. 3 min read Create, review and export manual contracts Generate a snapshot from a template and download one or more contracts as PDF files. 3 min read Review licenses, certificates, and NRAs Read the tracking dashboard without confusing populated data with validation or filing before an authority. 3 min read Current contract-signing boundary What Holidario's drawn signature preserves and why it is not yet a complete external signing workflow. 2 min read Prepare the Sede Registradores connection Understand the required credentials and why certificate activation or replacement needs guided assistance. 3 min read Review Sede Registradores presentations and notifications Read synchronized states, dates, filters, and documents without accepting notifications or confusing internal markers with external results. 3 min read Understand the NRUA/XBRL generation boundary The batch action exists, but it is not yet an approved self-service journey for generating a filing. 4 min read Monitor NRUA/XBRL status Read the queue, failures, submissions, and NRA state without resetting or deleting a filing. 3 min read Prepare a company for VeriFACTU Identify the tax decisions, certificate, and automations that must be reviewed during guided activation. 3 min read Monitor the VeriFACTU overview safely Distinguish queued actions, long-pending, rejected, and recent activity from the widget, then escalate without duplicating communications. 3 min read Generate the INE report XML Prepare, validate, and download the monthly tourist-apartment XML knowing that Holidario does not file it with INE. 5 min read

What Holidario Channel Manager manages for you Understand what you configure in Holidario and why you do not need another provider's access or credentials. 2 min read Configure SMS and WhatsApp with Twilio Connect your agency's Twilio account, choose senders, and recognize when messaging is ready for the team. 4 min read Configure and operate the Telegram bot Connect the agency bot, restrict its administrators, and use messages and scheduled alerts safely. 4 min read Configure PrintNode and agency printers Connect the account, assign document and sticker printers, and recover the integration safely. 4 min read Configure OpenRouter and AI conversation analysis Create the OpenRouter account and key, configure ZDR, understand local Presidio anonymization, and govern automatic replies. 12 min read Configure and use the Internal Support Agent Enable the internal chat with the tenant's OpenRouter key, Presidio private search tokens, fail-closed personal-data controls, ZDR, and explicitly confirmed actions. 39 min read Configure Document Intelligence for bills Connect the agency OCR service, process received bills, and review every field before using it. 5 min read Google Ads: current access and control boundary Prepare an assisted connection and review campaigns without yet executing actions that can change spend. 3 min read API and custom integrations: current availability Understand the current programmatic-access boundary and request an integration without using internal routes or credentials. 3 min read

Resolve guest check-in link problems Recover an expired or invalid link and fix the most common guest-form blockers. 2 min read Resolve check-in submission problems Determine whether traveller data, establishment setup, or the authority connection failed before retrying. 2 min read Resolve reservation and channel-manager differences Recover a manual reservation without an external identifier or a mismatched change without creating duplicates. 3 min read Resolve message delivery problems Interpret acceptance, retry, and expiry; avoid duplicates; and recover OTA, WhatsApp, or SMS messages safely. 3 min read Understand why a reservation action is missing Distinguish permissions, property scope, modules, and states that hide or disable reservation actions. 2 min read

Ask for help with the right information Distinguish between access, operational, and provider issues, and share evidence without exposing sensitive data. 1 min read Understand why an option is missing or an action is denied Distinguish team, plan, role, resource, limit, and validation issues so the right problem is fixed without excessive access. 2 min read Contact Holidario support and understand the response Use the canonical technical channel, classify the issue, and understand which expectations are public and which depend on your contract. 4 min read