FAQs

Quick answers to the most common questions hosts ask about SympleHost.

How do I sign up for SympleHost? Account & Setup FAQs · Getting Started & Account

Go to the SympleHost signup page, enter your name, email, and password, accept the terms, and click Sign Up. You'll receive a verification email — click the link to activate your account. Then follow the onboarding steps to set up your profile and company details.
→ See: Creating Your Account & Completing Onboarding

I didn't receive my verification email. What do I do? Account & Setup FAQs · Getting Started & Account

Check your spam or junk folder first. If it's not there, go back to the verification screen and click Resend (there's a 60-second cooldown between sends). If the email address shown is wrong, click Change email to correct it.

I forgot my password. How do I reset it? Account & Setup FAQs · Getting Started & Account

Click Forgot Password on the login screen, enter your email address, and check your inbox for a reset link. Click the link to set a new password.

Can I change my email address after signing up? Account & Setup FAQs · Getting Started & Account

Go to Settings → Profile to update your email address. You may need to verify the new email before the change takes effect.

How do I change my password? Account & Setup FAQs · Getting Started & Account

Go to Settings → Security and follow the prompts to update your password.

What is a workspace in SympleHost? Account & Setup FAQs · Getting Started & Account

A workspace is your account — it's the shared space where you and your team manage listings, bookings, and guest communication. Every SympleHost account has one workspace, and you can invite team members to join it.

Can I have multiple accounts or workspaces? Account & Setup FAQs · Getting Started & Account

Each email address is tied to one SympleHost account. If you manage completely separate businesses, you'd need separate accounts with different email addresses.

How do I change my currency? Account & Setup FAQs · Company Profile & Settings

Go to Settings → General, click Edit, and change your Country. The currency updates automatically based on the country you select. You can't set the currency independently — it's always tied to your country.

My timezone is wrong — bookings show the wrong time. How do I fix it? Account & Setup FAQs · Company Profile & Settings

Go to Settings → General, click Edit, and update the Timezone dropdown. This affects how check-in times, check-out times, and notifications are displayed.

How do I change the date format (DD/MM vs MM/DD)? Account & Setup FAQs · Company Profile & Settings

Go to Settings → General → Regional Settings. You can choose between MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD.

How do I change my business name? Account & Setup FAQs · Company Profile & Settings

Go to Settings → Company to update your Legal Name or Business Name. The legal name is used on invoices; the business name is what your team sees in the workspace.

How do I add my workspace logo? Account & Setup FAQs · Company Profile & Settings

Go to Settings → General, and in the Workspace Branding section click Upload Logo. Use a square image at least 256×256px (JPG or PNG, max 10MB). Changes save automatically.

What does "Support Access" do in Settings? Account & Setup FAQs · Company Profile & Settings

When enabled, the SympleHost support team can view your account to help troubleshoot issues. When disabled, no one outside your team can access your data. You can toggle this on or off at any time in Settings → General.

How do I enable two-factor authentication? Account & Setup FAQs · Account & Security

Check Settings → Security for available security options.

Can someone on my team access my account without permission? Account & Setup FAQs · Account & Security

No. Only people you've invited can access your workspace, and their access is limited by the role you assign them. You control permissions in Settings → Team → Members.

How do I delete my account? Account & Setup FAQs · Account & Security

Contact SympleHost support to request account deletion. Make sure to cancel any active subscriptions and download any data you need before requesting deletion.

How do I create a booking manually? Bookings & Calendar FAQs · Bookings & Reservations

Go to Bookings, select the Properties or Services tab, and click on a date in the calendar. A side panel opens where you can enter the guest details (name, email, phone, dates). Click Save.
→ See: Creating a Reservation Manually

How do I see all my bookings? Bookings & Calendar FAQs · Bookings & Reservations

Go to Reservations in the sidebar for a list view of all bookings. You can also go to Bookings → Properties for a calendar view, or check the Overview dashboard for today's check-ins and check-outs.

How do I confirm a pending booking? Bookings & Calendar FAQs · Bookings & Reservations

Open the booking by clicking on it in the calendar or reservations list. Click the Confirm Booking button.

How do I cancel a booking? Bookings & Calendar FAQs · Bookings & Reservations

Open the booking and click Cancel Booking. You'll see a confirmation prompt before the cancellation goes through.

What do the booking statuses mean? Bookings & Calendar FAQs · Bookings & Reservations

Pending = created but not yet confirmed. Confirmed = locked in. Checked In = guest has arrived. Checked Out = guest has departed. Cancelled = booking was cancelled.

How do I mark a guest as checked in or checked out? Bookings & Calendar FAQs · Bookings & Reservations

Open the booking and update the status using the action buttons. You can change the status from Confirmed → Checked In → Checked Out as the guest progresses through their stay.

Can I filter bookings by listing or date? Bookings & Calendar FAQs · Bookings & Reservations

Yes. Use the filters on the Reservations page to narrow by listing, date range, or status.

Where can I see which platform a booking came from? Bookings & Calendar FAQs · Bookings & Reservations

The booking details show the source — whether it's a manual booking, from Airbnb, Booking.com, or your direct booking website.

How do I block dates on my calendar (e.g., for personal use)? Bookings & Calendar FAQs · Bookings & Reservations

Create a manual booking for those dates. This blocks the calendar and prevents double-bookings.

How do I see my calendar for all properties? Bookings & Calendar FAQs · Calendar & Availability

Go to Properties → Calendar for a combined view showing availability across all your listings.

What do the calendar colors mean? Bookings & Calendar FAQs · Calendar & Availability

Purple = available dates. Green = booked dates. Gray = blocked dates.

How do I block dates on the calendar? Bookings & Calendar FAQs · Calendar & Availability

Create a manual booking for those dates, or use the calendar's block functionality if available for your listing type.

Can I see my service bookings on a calendar too? Bookings & Calendar FAQs · Calendar & Availability

Yes. Go to Services → Calendar for a calendar view of all service bookings.

Which OTA platforms does SympleHost connect to? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

SympleHost connects to major OTAs including Airbnb and Booking.com. Check Settings → Integrations → OTA for the full list of available connections.

How do I connect my Airbnb account? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Go to Settings → Integrations → OTA, select Airbnb, and authorize the connection. Once linked, your Airbnb bookings will sync into SympleHost automatically.

How do I connect my Booking.com account? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Go to Settings → Integrations → OTA, select Booking.com, and follow the authorization steps. For multi-unit properties, make sure your listing is set up as multi-unit in SympleHost first.

Will bookings from Airbnb and Booking.com show up automatically? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Yes. Once an OTA is connected, new bookings sync into SympleHost automatically. They'll appear in your Reservations and on your calendar.

Can SympleHost prevent double bookings across platforms? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Yes. When your calendar is synced across connected OTAs, SympleHost updates availability in real time. If a guest books on Airbnb, those dates are blocked on Booking.com and vice versa.

How do I disconnect an integration? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Go to Settings → Integrations, find the platform card, and click Disconnect. For OTA channels (Airbnb, Booking.com), see the dedicated disconnect FAQs below — there's an OTA-side step that catches a lot of hosts out.

How do I disconnect Airbnb? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Airbnb connects directly to SympleHost via OAuth, so disconnecting is a two-side process:

1. In SympleHost: Go to Settings → Integrations → OTA, find the Airbnb card, and click Disconnect.
2. In Airbnb (recommended): Log in to Airbnb, click your profile picture (top right), go to Account → Privacy and Sharing, scroll to Connected Apps, find SympleHost, and click Remove access. This revokes the access token at Airbnb's end.

If you skip step 2, the token stays issued at Airbnb until it naturally expires — harmless, but tidier to revoke it.

How do I disconnect Booking.com? (Important: two places to remove it) Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

Booking.com syncs through Channex (our connectivity partner). That means there are two places where the connection lives, and you must remove it from both, otherwise Booking.com will keep treating Channex as your active channel manager and your rates/availability will get stuck:

1. In SympleHost: Go to Settings → Integrations → OTA, find the Booking.com card, and click Disconnect. This stops SympleHost ↔ Channex sync.

2. In the Booking.com Extranet (do not skip this):
- Log in at [admin.booking.com](https://admin.booking.com).
- Click the Account icon (top right).
- Select Connectivity Provider (sometimes shown as Connectivity Providers) from the menu.
- Find Channex in the list and click Disconnect.
- Confirm the disconnection. Note: this is per-listing on Booking.com, so if you have multiple properties, you'll need to repeat this for each.

[Screenshot: Booking.com Extranet — Account menu → Connectivity Provider with Channex listed and "Disconnect" button visible]

⚠️ Until you complete step 2, Booking.com keeps allowing Channex to control your rates and availability — meaning rates may not update, and you may not be able to manually edit them in the extranet either. This is a Booking.com behaviour, not a SympleHost one.

After both steps are complete, all your previous Booking.com settings (rates, availability, restrictions) reset to manual control, and you can either run them by hand from the extranet or connect a different channel manager.

Will my existing Booking.com reservations disappear if I disconnect? Integrations, Channels, Reviews & Troubleshooting FAQs · Integrations & Channels

No. Past and confirmed reservations stay in Booking.com and in your SympleHost reservation history. Only new bookings stop syncing into SympleHost after you disconnect.

Do I need a WhatsApp Business account to connect WhatsApp? Integrations, Channels, Reviews & Troubleshooting FAQs · Messaging Integrations (WhatsApp, Instagram, Messenger)

You need a phone number that is not currently registered with WhatsApp consumer or WhatsApp Business mobile app. The Embedded Signup flow creates a new WhatsApp Business Platform account on Meta's side using that number. If the number is already in use in either app, delete it from there first (WhatsApp → Settings → Account → Delete my account) and retry.

My Instagram account doesn't show up when I try to connect. Integrations, Channels, Reviews & Troubleshooting FAQs · Messaging Integrations (WhatsApp, Instagram, Messenger)

Instagram only works for Business or Creator accounts that are linked to a Facebook Page. Convert it in the Instagram app: Settings → Account type and tools → Switch to Professional → Business, then link it to your Facebook Page from Settings → Accounts Center.

I changed my Facebook password and now Messenger / Instagram stopped working. Integrations, Channels, Reviews & Troubleshooting FAQs · Messaging Integrations (WhatsApp, Instagram, Messenger)

Meta invalidates integration tokens when you change your password. Go to Settings → Integrations, find the Facebook Integrations card, and click Reconnect — you'll only have to re-authorize, not redo the whole setup.

Why can't I send the first Instagram message to a guest? Integrations, Channels, Reviews & Troubleshooting FAQs · Messaging Integrations (WhatsApp, Instagram, Messenger)

Instagram's API does not allow you to start a conversation with a user — they must DM you first. Once they do, you have a 24-hour window to reply through SympleHost. After 24 hours of silence the conversation closes again until they message you next.

Where do I see my guest reviews? Integrations, Channels, Reviews & Troubleshooting FAQs · Reviews

Go to Reviews in the sidebar to see reviews from connected OTA channels. You can view individual reviews and respond from within SympleHost.

Can I respond to reviews from SympleHost? Integrations, Channels, Reviews & Troubleshooting FAQs · Reviews

Yes. Open a review and write your response directly — it'll be posted back to the OTA platform where the review was left.

The dashboard shows all zeros. Integrations, Channels, Reviews & Troubleshooting FAQs · Troubleshooting

This is normal for new accounts. Data appears once you've added listings and created bookings.

I can't see a menu item that should be there. Integrations, Channels, Reviews & Troubleshooting FAQs · Troubleshooting

Your visibility depends on your role and permissions. If you're not an Account Admin, some sections may be hidden. Ask your account admin to adjust your permissions in Settings → Team → Members.

Something isn't working and I need help. Integrations, Channels, Reviews & Troubleshooting FAQs · Troubleshooting

Contact SympleHost support. To help the team diagnose faster, go to Settings → General and enable Support Access — this lets the team view your account to troubleshoot.

My bookings from [OTA] aren't syncing. Integrations, Channels, Reviews & Troubleshooting FAQs · Troubleshooting

Check that the integration is still connected in Settings → Integrations → OTA. If it shows as disconnected, try reconnecting. If it's connected but bookings aren't appearing, there may be a mapping issue — verify your listing/room type mappings.

I'm seeing an error I don't understand. Integrations, Channels, Reviews & Troubleshooting FAQs · Troubleshooting

Take a screenshot of the error and contact support. Most errors include a message that helps the team identify the issue quickly.

How do I add a new listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Go to Properties → Listings and click + New Property. Choose Manual to create from scratch, or Import to pull in listings from Airbnb or Booking.com.
→ See: Adding a Listing Manually

What's the difference between a standalone and multi-unit listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

A standalone listing is a single bookable property — like a whole house or one apartment. A multi-unit listing is a property with multiple bookable rooms or units underneath it — like a guesthouse with five bedrooms or a small hotel with different room types.
→ See: Adding a Multi-Unit Listing Manually

I have a guesthouse with multiple rooms. Should I create separate listings for each room? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

No — create one multi-unit listing and add each room as a unit underneath it. This keeps everything organized and is required if you plan to connect to Booking.com.

Can I import my listings from Airbnb? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Yes. Go to Properties → + New Property → Import, select Airbnb, and authorize the connection. You'll be able to choose which listings to import. Your listing details, photos, and settings will transfer over.
→ See: How to Import Listings from an OTA

Can I import my listings from Booking.com? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Yes. The import flow works the same as Airbnb — go to Properties → + New Property → Import and select Booking.com.

How do I edit a listing after creating it? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Go to Properties → Listings, click on the listing you want to change, then click Edit. You can update the name, description, photos, amenities, house rules, and other details.

How do I delete a listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Open the listing and look for the delete option. If the listing has active bookings, you'll need to cancel or complete those bookings before you can delete it.

How do I deactivate a listing without deleting it? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Open the listing and toggle the Active switch off. This hides the listing from booking channels without removing it from your account. You can reactivate it at any time.

How do I add or change photos on my listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

Open the listing, go to the images section, and drag-and-drop new photos or click to browse. The first photo is your Primary image (the main thumbnail). You can remove or reorder photos as needed. Supported formats: JPEG, PNG, WebP. Max 10MB per image.

How do I set check-in and check-out times? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

These can be set at the property level when creating or editing a listing. The default is check-in at 3:00 PM and check-out at 11:00 AM.

What amenities can I add to my listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

SympleHost provides a categorized list of amenities (Wi-Fi, parking, pool, kitchen, air conditioning, etc.). Select the ones that apply when creating or editing a listing.

How do I add house rules to my listing? Listings, Pricing & Multi-Unit FAQs · Listings & Properties

When creating or editing a listing, scroll to the House Rules section. Toggle on/off standard rules (Smoking, Pets, Parties, Children), and add any custom rules in the Additional Rules text area.

How do I set my nightly rate? Listings, Pricing & Multi-Unit FAQs · Pricing

Go to Properties → [Your Listing] → Price Settings and set the Base Nightly Rate. This is the default rate used when no seasonal or custom pricing applies.
→ See: How to Set Up Your Pricing & Rate Rules

Can I set different prices for weekdays and weekends? Listings, Pricing & Multi-Unit FAQs · Pricing

Yes. In your listing's Price Settings, you can configure separate weekday and weekend rates.

How do I set seasonal pricing (e.g., higher rates in summer)? Listings, Pricing & Multi-Unit FAQs · Pricing

Create a Rate Plan with specific date ranges. Go to your listing's Price Settings, click + Add Rate Plan, name it (e.g. "Summer"), set the date range and price. The seasonal rate will override the base rate during those dates.

Can I charge extra for additional guests? Listings, Pricing & Multi-Unit FAQs · Pricing

Yes. In your listing's pricing settings, you can configure guest-count pricing — set a base price "up to X guests" and an extra charge per additional guest.

What happens if two rate plans overlap the same dates? Listings, Pricing & Multi-Unit FAQs · Pricing

SympleHost prevents overlapping date ranges automatically. If you try to create a rate plan that conflicts with an existing one, you'll see an error. Adjust the dates to avoid the overlap.

How do I set pricing for each room type in a multi-unit property? Listings, Pricing & Multi-Unit FAQs · Pricing

Each unit or room type has its own pricing. Go to the unit's Pricing tab (accessible from the Units list on your property page) and set the rate there.

How do I add rooms or units to an existing multi-unit listing? Listings, Pricing & Multi-Unit FAQs · Multi-Unit Properties

Go to Properties → [Your Listing] → Units tab and click + Add Unit. Fill in the unit name, number, capacity, bed configuration, and photos.
→ See: Adding a Multi-Unit Listing Manually

Can I set different prices for different room types? Listings, Pricing & Multi-Unit FAQs · Multi-Unit Properties

Yes. Each unit has its own pricing. Go to the unit's Pricing tab to set its individual rate.

Can I deactivate a single unit without deactivating the whole property? Listings, Pricing & Multi-Unit FAQs · Multi-Unit Properties

Yes. On the Units tab, each unit has its own Active toggle. Switch it off to take that unit out of rotation.

How does Booking.com sync work with multi-unit listings? Listings, Pricing & Multi-Unit FAQs · Multi-Unit Properties

SympleHost maps each unit to a Booking.com room type. Go to the property's Channels tab to set up the mapping. Availability and rates sync in both directions.

My Booking.com sync failed. What should I check? Listings, Pricing & Multi-Unit FAQs · Multi-Unit Properties

The most common cause is missing bed configuration on one or more units. Open each unit and make sure specific bed types are selected (e.g. "1 Queen bed") — a generic bed count isn't enough for Booking.com.

Where do I see my guest messages? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Click Messages in the sidebar. This is your unified inbox — messages from WhatsApp, Instagram, and Facebook Messenger all appear here.
→ See: How to Use the Inbox to Communicate with Guests

Can I reply to WhatsApp messages from SympleHost? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Yes. Once WhatsApp is connected, you can read and reply to all WhatsApp messages directly from your SympleHost Messages inbox. The guest sees your reply in their WhatsApp conversation.

Do I need separate inboxes for each messaging platform? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

No. SympleHost combines all your messaging channels into one inbox. You see which platform each message came from, but you manage everything in one place.

Can I see the full conversation history with a guest? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Yes. Click on a conversation in the Messages inbox to see the entire thread, including messages sent by you, your team, and Autopilot.

How do I connect WhatsApp to SympleHost? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Go to Settings → Integrations, find the WhatsApp card, and click Connect. Follow the authorization steps to link your WhatsApp Business account.
→ See: Connecting WhatsApp, Instagram & Facebook Messenger

How do I connect Instagram or Facebook Messenger? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Go to Settings → Integrations. Messenger and Instagram have their own cards — click Connect on either one. Meta's Login for Business popup lets you grant Page and Instagram access in one go, so connecting one will usually flip the other to Connected as well.

Messages aren't showing up in my inbox. What's wrong? Messaging, Autopilot & Guest Experience FAQs · Messaging & Inbox

Check that the integration is still connected in Settings → Integrations. If the status changed, try disconnecting and reconnecting. For WhatsApp, the webhook (the real-time connection) may need to be reconfigured.

What is Autopilot? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Autopilot is SympleHost's AI-powered messaging system. It reads incoming guest messages, identifies the type of question, and sends an appropriate response automatically — or drafts one for you to review.
→ See: Setting Up Autopilot — Automate Guest Messaging

How do I turn on Autopilot? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Go to Settings → Autopilot and select a mode: Suggestion Mode (AI drafts responses for you to review) or On (AI sends responses automatically).

What's the difference between Suggestion Mode and fully automatic? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

In Suggestion Mode, Autopilot drafts a response and shows it to you — you review, edit if needed, and send it manually. In On mode, Autopilot sends the response automatically after a configurable delay.

Can I control which types of questions Autopilot answers? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Yes. Autopilot uses message categories (check-in info, property questions, billing, etc.). You can toggle each category on or off individually. Only enabled categories get automatic responses.

How do I edit what Autopilot says in its responses? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Each message category has a response template — this is the base answer Autopilot uses. Edit the template in Settings → Autopilot → Category Behaviors to change what Autopilot says for that type of question.

What happens if Autopilot can't understand a guest's message? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

If Autopilot can't confidently categorize a message, it leaves it unanswered in your inbox for you to handle manually.

Can I override Autopilot and reply manually? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Yes, always. If you reply to a conversation yourself, your manual response takes priority. Autopilot won't send a competing reply.

What is the response delay? Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

When Autopilot is set to On, the response delay is the number of seconds it waits before sending a reply (minimum 20, default 60). This makes the response feel more natural — like a real person replying rather than an instant bot.

I turned on Autopilot but it's not responding to any messages. Messaging, Autopilot & Guest Experience FAQs · Autopilot (Automated Messaging)

Check three things: (1) Is the mode set to Suggestion Mode or On (not Off)? (2) Are any message categories toggled on? (3) Is at least one messaging integration connected and working?

What is a Guest Book? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

A guest book is a digital welcome guide you create for each property. It gives guests everything they need for their stay — property details, check-in instructions, local recommendations, emergency contacts, and access to Amy (your AI assistant).

How do I create a guest book? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

Go to Guest Experience → Guest Books in the sidebar. Select a property and configure the sections you want to include.

What is Amy? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

Amy is SympleHost's AI guest assistant. Guests can interact with Amy through the guest book to ask questions about the property, local area, or their stay. Configure Amy in Guest Experience → Amy Settings or Settings → Amy.

How do I add local recommendations for guests? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

Go to Guest Experience → Recommendations to add restaurants, activities, attractions, and tips. These appear in your guest book.

What is the Guest Store? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

The guest store lets you offer extras to guests — like late checkout, welcome packs, or experience add-ons. Set up items in Guest Experience → Store Items and view orders in Store Transactions.

How do guests access their guest book? Messaging, Autopilot & Guest Experience FAQs · Guest Experience

Guests receive a unique link (via their booking confirmation or a message you send). The link opens a mobile-friendly page with all their stay information.

How do I invite a team member? Team, Operations, Payments & Websites FAQs · Team Management

Go to Settings → Team → Members and click Invite Member. Enter their name, email, phone, and select a role. They'll receive an invitation email.
→ See: How to Add Team Members & Assign Roles

What roles are available? Team, Operations, Payments & Websites FAQs · Team Management

SympleHost has four roles: Account Admin (full access), Account Manager (manages listings, bookings, guests), Booking Coordinator (handles reservations and guest communication), and Staff (limited access for tasks like cleaning).

Can I change someone's role after inviting them? Team, Operations, Payments & Websites FAQs · Team Management

Yes. Go to Settings → Team → Members, click the team member, and update their role and permissions.

How do I remove a team member? Team, Operations, Payments & Websites FAQs · Team Management

Go to Settings → Team → Members, find the person, and remove them from the account.

Why can't my team member see certain menu items? Team, Operations, Payments & Websites FAQs · Team Management

SympleHost uses role-based access. What each person sees depends on their role and permissions. For example, Staff members see a focused view with just their tasks, while Account Admins see everything.

What are external resources? Team, Operations, Payments & Websites FAQs · Team Management

External resources are contractors or third-party workers (like freelance cleaners) who aren't part of your core team. Manage them in Settings → Team → External Resources.

How do I create a task for my team? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Go to Operations → Tasks and click New Task. Enter a title, description, assign it to a team member, set the priority and due date, then click Create Task.
→ See: How to Create & Assign Tasks to Your Team

How do I see which tasks are overdue? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Go to Operations → Tasks and click the Expired tab. This shows all tasks past their due date.

Can I set up a task that repeats automatically? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Yes. Go to Operations → Automations and create an automation. For example, you can create a rule that automatically generates a cleaning task every time a guest checks out.
→ See: How to Set Up Recurring Task Reminders

How do I track my team's task progress? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Go to Operations → Tasks. Use the Active, Expired, and Completed tabs to see task status. You can filter by team member or search for specific tasks.
→ See: How to Track Task Progress & Completion

What's the difference between a task and a job? Team, Operations, Payments & Websites FAQs · Operations & Tasks

A task is a single to-do item assigned to one person (e.g. "Clean Room 3"). A job is a larger, scheduled piece of work that may include multiple tasks or recur on a schedule.

How do I set up task reminders? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Go to Settings → Task Reminders and toggle on the reminders you want — for example, "1 Day Before" or "1 Hour Overdue". Reminders can be sent via WhatsApp if connected.

Can I automate task creation based on bookings? Team, Operations, Payments & Websites FAQs · Operations & Tasks

Yes. Go to Operations → Automations, click New Automation, and set up a trigger like "When a booking checks out" → automatically create a cleaning task assigned to a specific team member. You can set priority and other details.

How do I connect Stripe for payments? Team, Operations, Payments & Websites FAQs · Payments & Billing

Go to Settings → Payment Gateway, find the Stripe card, and click Connect with Stripe. Follow the Stripe authorization process. Once connected, you'll see your account status, charges enabled, and payouts enabled.
→ See: How to Set Up Payments (Stripe Integration)

Can I accept payments directly from guests? Team, Operations, Payments & Websites FAQs · Payments & Billing

Yes, once Stripe is connected. Guests can pay through your direct booking website, or you can send them a payment link via a quotation.

Where do I see my payment transactions? Team, Operations, Payments & Websites FAQs · Payments & Billing

Go to Settings → Transactions for a full list. You can also see recent payment activity on the Overview dashboard.

How do I view financial reports? Team, Operations, Payments & Websites FAQs · Payments & Billing

Go to Settings → Financial Report for revenue reporting and financial summaries.

How do I manage my subscription to SympleHost? Team, Operations, Payments & Websites FAQs · Payments & Billing

Go to Settings → Billing to view your current plan, upgrade, or manage your billing details.

Can I build a booking website with SympleHost? Team, Operations, Payments & Websites FAQs · Direct Bookings & Websites

Yes. Go to Websites in the sidebar and click Create to build a direct booking website. Guests can browse your listings and book directly — no OTA commission.

Can I customize my website's look and feel? Team, Operations, Payments & Websites FAQs · Direct Bookings & Websites

Yes. Go to Settings → Style Guide to configure your brand colors, typography, logo, and component styles. These apply to your direct booking website and guest-facing pages.

How do guests pay on my direct booking website? Team, Operations, Payments & Websites FAQs · Direct Bookings & Websites

Through Stripe. You need to connect Stripe in Settings → Payment Gateway before guests can pay on your website.

Can I use my own domain name? Team, Operations, Payments & Websites FAQs · Direct Bookings & Websites

SympleHost supports custom subdomains (e.g. yourname.symplehost.ai). For custom domain setup, check with SympleHost support.

What are direct booking settings? Team, Operations, Payments & Websites FAQs · Direct Bookings & Websites

Go to Settings → Direct Bookings to configure booking behavior — things like booking confirmation flow, minimum notice period, and other rules for direct reservations.

How do I send a quote to a guest? Team, Operations, Payments & Websites FAQs · Quotations & Invoices

Go to Quotes in the sidebar and click Create. Add the listing or service, set the dates and pricing, and send it to the guest. They can view and pay online.

Can guests pay a quotation online? Team, Operations, Payments & Websites FAQs · Quotations & Invoices

Yes, if Stripe is connected. Guests receive a link to view the quote and make a payment.

Where can I find guest invoices? Team, Operations, Payments & Websites FAQs · Quotations & Invoices

Invoices are generated for bookings. You can find them linked from the booking details or share the invoice link directly with the guest.

Where do I see my guest database? Team, Operations, Payments & Websites FAQs · Customers & Leads

Click Customers in the sidebar. Every guest who has booked with you gets a profile here with their contact details and booking history.

How do I add a customer manually? Team, Operations, Payments & Websites FAQs · Customers & Leads

Go to Customers and click New Customer. Enter their name, email, and phone number.

What are leads? Team, Operations, Payments & Websites FAQs · Customers & Leads

Leads are potential guests who've shown interest but haven't booked yet. Manage them in Leads in the sidebar — you can track their status, add notes, and convert them to customers when they book.

Can I tag or categorize my customers? Team, Operations, Payments & Websites FAQs · Customers & Leads

Yes. Use Tags (configurable in Settings → Tags) to organize customers, bookings, and listings with custom labels.

How do I control which notifications I receive? Team, Operations, Payments & Websites FAQs · Notifications

Go to Settings → Notifications to toggle different notification types on or off.

Can I get daily check-in and check-out reminders? Team, Operations, Payments & Websites FAQs · Notifications

Yes. Go to Settings → Notifications and configure the Daily Check-in/Check-out Reminders with your preferred timing.

Can I get notified on WhatsApp? Team, Operations, Payments & Websites FAQs · Notifications

If WhatsApp is connected, some notifications and task reminders can be delivered via WhatsApp. Configure this in Settings → Task Reminders.

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