Get your work done in Holidario, from start to finish

Start here if you manage agency operations An initial guide for those responsible for operations, staff, reservations, cleaning, and maintenance. 6 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 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 Check the team's time-based workflows Verify how Holidario interprets operational times before coordinating Canary Islands or multi-timezone rentals. 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

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 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 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

Check that a channel is ready for activation Complete every business and technical check before opening live synchronization. 2 min read

Review prices and availability before activating channels Check rates, minimum stays, reservations, and blocks before opening a live connection. 2 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 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 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 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

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

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, 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 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 Monitor NRUA/XBRL status Read the queue, failures, submissions, and NRA state without resetting or deleting a filing. 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

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