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Prepare your DoorSpot Account

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Written by Roen John
Updated this week

Before you start accepting reservations, take a few quick steps to make sure your account is ready to run smoothly. Completing these setup items will ensure your account is ready for bookings, processing online payments, and communicating with clients and guests.

In this category, we’ll walk through the key setup steps:

  • 🏒 Complete company info – Upload your logo, EIN, and business address

  • πŸ‘₯ Add your team members – Assign access and responsibilities to staff, including sales team members and maintenance staff

  • πŸ” Enable background checks – Verify guest identity and records

  • πŸ’³ Add your subscription payment method – Keep your DoorSpot tools running smoothly.

  • 🏦 Add your bank account – Receive payments without delay.

  • 🏠 Review your properties and units – Ensure your inventory is complete and accurate

  • πŸ“„ Add your document templates – Upload documentation for leases, check-ins, and guest agreements

  • πŸ’° Add your rates and services – Set your pricing structure and automate invoices

  • πŸ”§ Add vendors – Build your support network for cleanings, repairs, and more

  • πŸ›  Set up maintenance templates– Stay on top of repairs and inspections.

  • ⚠️Manage Notification Preferences - Stay in the loop and receive updates

Navigate the Knowledge Base

The Knowledge Base is your go-to resource for learning DoorSpot. It includes step-by-step instructions, videos, and interactive images to guide you through every feature.

Content is organized into categories, and each category contains a selection of helpful articles.

To begin, use the search bar to look up specific topics or browse by selecting a category.

When you're ready to view another article, click β€œAll Collections” to go back to the full list.

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