Step 01 · Onboarding

Configure commitments

What each owner should receive

These become the default commitments applied to every owner in your portfolio.

Monthly performance update
Email
A friendly, personal-feeling monthly recap: occupancy, net revenue, notable stays, what you did for them.
Quarterly detailed report
Email + PDF
The one they'd expect from a fund manager — YTD vs last year, pricing, maintenance spend, benchmarks.
Personal note on 5★ reviews
Email
Owner hears the good news the same day — quoted review, guest name, a warm one-line note.
Maintenance-resolved note
Email
When an issue at their property is closed out, they hear what happened and what it cost — before they ask.
Note on bookings above a threshold
Email
Any single booking over your set amount triggers a same-hour heads up.
Annual owner review
Email + PDF
End-of-year narrative letter plus a proposal for next season.

Apply a set of commitments to a whole batch of owners inherited from an acquisition — so the service they had before doesn't change.

4 commitments will be applied to 34 owners.

Existing cadences from the acquired company will be preserved where they differ. Owners will not see any interruption.