Use this checklist to take a new Yada workspace from connected to guest-ready.
1. Connect your systems
Open Settings → Integrations and connect your property management system and the communication channels you plan to use.
2. Confirm imported data
Open Listings, Contacts, and Inbox to confirm that expected records appear. Use Settings → PMS Sync for manual catch-up synchronization.
3. Prepare listing knowledge
Open each important listing and review Content, Knowledge Base, Gallery, Forms, and Settings. Correct high-priority amenities and FAQs first because AI and guidebooks rely on them.
4. Configure your guest-facing identity
Complete Settings → Brand, including sender name, company details, booking URL, brand voice, signatures, and contact information.
5. Choose AI and notification behavior
Review Settings → AI, Buy Time, and Notifications. Start with approvals enabled when your content is still being refined.
6. Launch one workflow at a time
Install the Website Widget or create a small campaign or journey. Verify the audience, content, compliance checks, and delivery results before expanding.
7. Monitor results
Use Home for the summary, Inbox for conversations, Opportunities for revenue follow-up, Tasks for operations, and System Events for investigation.