Onboarding Guide

From empty account to live property in a single afternoon. Three guided steps, a sprinkle of demo data, and your first real booking before sundown.

Step 1 — Hotel Information

Enter your property name, address, GSTIN, contact details, and a short description. Add your room types — Deluxe, Suite, Villa, whatever you have — with attributes, tariffs, and housekeeping SLAs. Then add the actual rooms (or villas, or tents) one by one or via bulk import. Configure GST slabs (0 / 12 / 18 / 28%) and which slab applies to which tariff band. This step typically takes 20–40 minutes.

Step 2 — Email SMTP

Plug in your property's email SMTP credentials so booking confirmations and invoices go out from reservations@yourhotel.com — not from a Theoretic Hotels address. We support Gmail, Google Workspace, Zoho, Microsoft 365, and any standard SMTP server. A test email is sent on save so you can verify immediately.

Step 3 — WhatsApp

Connect a WhatsApp Business number (yours or ours) so booking confirmations, invoices, and portal credentials reach guests on the channel they actually read. We support WhatsApp Cloud API directly — no third-party BSP in the middle. A test message is sent on save; you can customise message templates for booking confirmation, invoice, and portal invite.

Demo Data — Try Before You Sell

One click populates your account with demo guests, demo bookings, demo restaurant bills, demo housekeeping tasks, and demo payments — so you can click through every screen as if the property had been running for a month. When you're ready to go live, the demo data is purged with another click. No risk of confusing a demo booking with a real one.

Your First Real Booking

With the property configured, create a real booking — a walk-in or a phone reservation. Watch the CRM auto-fetch a guest by phone, capture an advance by UPI, and fire the confirmation popup that dispatches email + WhatsApp simultaneously. Check the guest in, route a restaurant order to the room, then check out with the GST-compliant invoice. End-to-end in under 5 minutes.

Staff Setup

Add your front desk, housekeeping, F&B, and finance staff with the right roles — Hotel Admin, Staff, or Guest. Each staff member gets an email invite to set their own password. Configure who can see which modules, which properties, and which actions. The audit log starts recording from their first login.

OTA Sync Configuration

Connect the top Indian OTAs — MakeMyTrip, Goibibo, Cleartrip, Yatra, Booking.com, Agoda, Expedia, TravelGuru, EaseMyTrip, OYO — via channel manager credentials or direct API. Map your room types to OTA room types, set per-OTA pricing overrides, and turn on sync. Bookings from OTAs land directly in your calendar, with the OTA source tagged and the commission visible on the folio.