Onboarding checklist
Audience: Workspace admin
Objective: Launch a usable workspace without missing critical setup.
Severity: High
Purpose
Track first-time configuration across business type, property, team, and modules.
Checklist
Workspace
- Complete
/onboarding(Hospitality / Hybrid / Retail) - Business name, GSTIN, invoice defaults in
/settings - Modules enabled only for trained teams
Property (hotel / hybrid)
- ≥1 room type and ≥1 room
- Rate plan created
- Check-in/out times and policies set
- Tax rules reviewed
- Extra charges catalog (optional)
Team
- Admins/managers invited
- Cashiers and housekeeping roles assigned
- Test login for each role
Operations
- Walk-in test check-in / checkout
- HK task completion test
- Night audit dry run on a quiet day
- Printing transport chosen and tested
- C-Form fields practiced for a sample foreign guest (if applicable)
Optional modules
- F&B outlets/stations/PIN
- CRM rewards rates
- HR org + one payroll employee linked for self-service
- AI module + who may approve actions
- Partner API key created and stored securely