First Setup

Before adding properties, walk through these four settings pages. They're all under Settings in the sidebar.

General

Go to Settings → General. Set your organization name, choose your Rental Operations mode (Short-Term Rental, Long-Term Rental, or both — this controls which features show up across the platform), and configure the security deposit auto-release window and booking reference prefix.

Billing & Fees

Go to Settings → Billing & Fees. This is where you set:

• Credit Card Surcharge — the fee added to a guest's total when they pay by card
• Payout Approval — whether Stripe payouts need manual approval before funds go out
• Management Fee — your fee schedule, either one org-wide rate or per-unit rates
• Reserve Holdback — an amount withheld from each owner disbursement as a reserve
• Negative Balance Policy — how a deficit (expenses exceeding income) is handled

Payments

Go to Settings → Payments to connect Stripe. This is what lets you actually collect rent and fees from guests and send owner disbursements. You can use a single org-wide Stripe account, or connect separate accounts per unit under Collection mode.

Agreement Templates

Go to Settings → Agreement Templates, then click New Template.

Give it a name, then write the agreement in the editor — click tokens from the right-hand panel (guest name, dates, pricing, security deposit, etc.) to insert placeholders like {{guest_name}} that get filled in automatically per booking. Conditional blocks (e.g. {{#if pool}}...{{/if}}) are also available for clauses that only apply to some properties. Check Org base template if this is a general-purpose template rather than one written for a specific property.

Click Create template. Back on the list, click Set as default — a template isn't used automatically until it's marked as the org default. You can still override it per property under that property's Details tab.

What happens next

With these configured, you're ready to add an owner and a property — start with Creating an Owner.