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Holidario Documentation

Role-based documentation

Get your work done in Holidario, from start to finish

Clear, practical guidance for every person who uses Holidario.

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Getting started

Start here if you work at the front desk Follow a daily journey through arrivals, departures, guests, check-in, keys, conversations, and issues. 9 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

Account, team, and permissions

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 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 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 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 Clock in and out of your workday Use the Work Tracker widget to record your workday, understand why a clock-in can be denied, and recover the record without duplicating sessions. 4 min read

Properties and operations

Reservations and calendar

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 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

Channels and OTAs

Pricing and availability

Guests and operations

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 Review an AI conversation analysis Use an existing analysis as an aid, check it against the thread, and route any action outside your authority. 4 min read Work with key access at the front desk Use approved points on a reservation and hand reusable location or code changes to their owner. 2 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 Check the information in the guest area Open a safe property preview, find its FAQs, and answer without editing content or sharing the internal link. 3 min read

Cleaning and maintenance

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 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 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

Finance and owners

View and download an invoice Find an authorized invoice, interpret its status, and download its PDF without changing it. 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

Direct booking

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 Check a coupon presented by a guest Verify a code's state and quote without creating discounts, changing the campaign, or adjusting a reservation. 2 min read

Legal and compliance

Review licenses, certificates, and NRAs Read the tracking dashboard without confusing populated data with validation or filing before an authority. 3 min read Monitor NRUA/XBRL status Read the queue, failures, submissions, and NRA state without resetting or deleting a filing. 3 min read

Integrations

Troubleshooting

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

Trust and support

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
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