When you first set up Hello Hotel, the org homepage shows an onboarding checklist that walks you through everything you need to go live. Each step links to the relevant settings page so you can complete it in a few clicks.
Here’s what the onboarding checklist covers and what “complete” looks like for each step:
Set up your property name, address, and logo. This is done when you first create your organization — if you’re seeing the checklist, you’ve already completed this step.
See: Setting Up Your Organization
Choose a phone number for your property. Once you’ve selected and activated a number, this step is complete.
See: Getting Your Phone Number
Link your property management system (currently Mews) so guest contacts and reservation data sync automatically. Complete when the integration shows a successful connection and your contacts start appearing.
See: Connecting Your PMS (Mews)
Complete your 10DLC brand and campaign registration so you can send text messages. This step shows as complete once your brand registration is submitted — you don’t need to wait for carrier approval to check it off.
See: Setting Up 10DLC Messaging Compliance
Add at least one team member to your organization. Complete when you’ve sent your first invite.
See: Inviting Your Team
Verify your personal cell phone number so calls can be forwarded to you when you’re away from the app. Complete when you’ve entered and verified your number.
See: Verifying Your Phone Number
Once all steps are complete, the checklist disappears from your org homepage. You’re live — guests can call and text your number, and your team can respond from the app.
From here, you’ll want to:
Set up call routing — configure who gets called and in what order when a call comes in. See Setting Up Call Routing.
Record a voicemail greeting — upload a custom greeting so callers hear your property name. See Voicemail Greetings.
Set up automations — build automated text messages for check-in instructions, welcome messages, and more.
You don’t have to complete the checklist in order. The steps are numbered for a suggested flow, but you can tackle them in whatever order works for you.
Some steps have dependencies. For example, you can’t set up call routing until you have a phone number, and contacts won’t appear until your PMS is connected. The suggested order accounts for this.
The checklist is per organization. If you create a second organization for another property, you’ll see a fresh checklist for that org.
