Onboarding Program
The Onboarding Program is divided into three stages and we anticipate it taking up to six weeks -
1) System Configuration & Data
2) Connectivity & Channels
3) Post Live / Accounting, Day-to-Day
Stage One: System Configuration & Data (Week 1-2)
Step | Description | Point of Contact |
|---|---|---|
Website Content Form | Schedule a call with our Website Team. They will review the template and provide the content form. | |
Credit Card Processor | Establish an account with Credit Card Processor | (See info on the credit card page listed in the menu to the left) |
Data Migration | Complete “Owner”, “Property” & “Rates” Import sheets or work with our Data Team who can export the data from your current platform. | |
Watch Webinar One | Software Settings Assistant |
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Watch Webinar Two | Audit Properties / Add New Properties |
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Watch Webinar Three | Manage Owners, Owner Portal, Add Cart Extras / Booking Extras |
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Stage One Q&A Session | Schedule the first one-on-one training session to audit your data and answer any questions |
Stage Two: Connectivity (Week 2-4)
Step | Description | Point of Contact |
|---|---|---|
Connectivity | Schedule a consult with our Customer Success Onboarding Managers to review the Integration Process | |
Channel Readiness Audit | Our Implementation Team will audit your data to ensure the minimum requirements are met for the channels |
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Booking Import | Work with our Data Team to import your existing bookings to ensure the calendar is up-to-date. | |
Watch Webinar Four | Audit Bookings |
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Watch Webinar Five | Manage Bookings, Process Credit Cards |
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Channel Integration | Live on Channels |
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Watch Webinar Six | Create email templates |
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Watch Webinar Seven | CRM, automate emails, market to your guests |
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Stage Two Q&A Session | Schedule a one-on-one session to review bookings, emails, and answer any questions |
Stage Three: Post-Live (Week 4-6)
Step | Description | Point of Contact |
|---|---|---|
Watch Webinar Eight | Day-to-day Operations: House Keeping, Work Orders, Reporting |
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Watch Webinar Nine | Monthly Owner Statements |
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Watch Webinar Ten | Owner Bill Payments, Tax & Bookkeeping Reports, ACH, Pay Owner Checks |
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Stage Three Q&A Session | Schedule a one-on-one session to review the Accounting Module | |
Live on the System! | Congratulations - you have completed all the training and are fully utilizing the system. | Submit a ticket or search for a question using our written documentation or training tutorials: http://help.ciirus.com/ |