Role-based documentation
Get your work done in Holidario, from start to finish
Clear, practical guidance for every person who uses Holidario.
Start by choosing your role
What do you do in Holidario?
Choose your role to see only the documentation you need. You can change it at any time.
I manage my own rentals
Setup and daily operations for owners working on their own.
I own or administer an agency
Implementation, configuration, people, permissions, and account-wide control.
I manage operations
Coordinate reservations, staff, cleaning, incidents, and performance.
I work at the front desk
Reservations, guests, check-in, keys, messages, and daily incidents.
An agency manages my properties
Review authorized properties, reservations, expenses, invoices, and payouts.
I work on the cleaning team
Schedules, tasks, checklists, evidence, and communication.
I am an external cleaning provider
Direct access to assigned jobs, their requirements, and work handoff.
I am an external maintenance provider
Assigned incidents, statuses, conversations, and work handoff.
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Documentation for
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Getting started
Start here if you manage your own vacation rentals
Follow the path from first access to operating your rentals, calendars, and channels from Holidario.
7 min read
Use onboarding checklists and goals
Work through pending tasks in order, understand automatic completion, and recover hidden goals without losing progress.
3 min read
Use the Owner Pending Tasks checklist
Complete an Owner account in the order Holidario expects and know which launch steps require assisted onboarding.
4 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
Start here if you manage agency operations
An initial guide for those responsible for operations, staff, reservations, cleaning, and maintenance.
6 min read
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
Start here if an agency manages your properties
Follow a private path into the agency, review only your properties, and resolve questions about documents, invoices, payouts, and authorized accommodation expenses.
9 min read
Start here if you are part of the cleaning team
Join as an employee, complete only assigned cleanings, and verify the device before the first service.
4 min read
Start here if you provide cleaning services externally
Accept agency access, open only assigned cleaning work, and verify the device before the first job.
6 min read
Start here if you provide external maintenance
Follow a field path to join as a provider, work only on authorized tickets, and leave every intervention verifiable.
5 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
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
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
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
Properties and operations
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
Complete a property onboarding form
Safely complete the temporary link sent by your agency and correct errors before confirming.
3 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
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
Review a reservation for an authorized property
Property-owner guide to find an authorized reservation and verify only the stay details needed for an agency question.
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
Channels and OTAs
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
Pricing and availability
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
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
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
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
Report an incident as a managed property owner
Send the agency a traceable ticket about a property or stay without taking on the complete incident-management workflow.
3 min read
Open and review an assigned cleaning task
Confirm the task, rental, date, and instructions before travelling or starting work.
4 min read
View your assigned maintenance work
Open your provider profile, distinguish open from closed work, and review the scope before acting.
1 min read
Complete a cleaning task and provide evidence
Start the task, finish the checklist, upload photos or videos, and verify each save, retry, and completion without duplicating actions.
4 min read
Update the status of a maintenance ticket
Keep the work status aligned with the real situation and leave enough context for the agency.
1 min read
Report and hand over a cleaning incident
Keep the task faithful to the work performed, record an incident when your access allows it, and hand open work to a named owner.
3 min read
Send maintenance messages and evidence
Use the ticket conversation for questions, progress updates, photographs, and relevant documents.
1 min read
Complete or escalate maintenance work
Decide when to close a ticket and how to leave a blocked job ready for the next person.
1 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
Finance and owners
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
Open, reply to, and download a shared document
Property-owner guide to review an authorized shared document, answer in context, and download only the files you need.
4 min read
Direct booking
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
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
Manage guest-area FAQs
Publish agency-wide or property-specific answers in the area guests see after booking.
3 min read
Legal and compliance
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
Integrations
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
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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