Team Management
How do I invite a team member?
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?
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?
Yes. Go to Settings → Team Members, click the team member, and update their role and permissions.
How do I remove a team member?
Go to Settings → Team Members, find the person, and remove them from the account.
Why can’t my team member see certain menu items?
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?
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.
Operations & Tasks
How do I create a task for my team?
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?
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?
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?
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?
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?
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?
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.
Payments & Billing
How do I connect Stripe for payments?
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
Can I accept payments directly from guests?
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?
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?
Go to Settings → Financial Report for revenue reporting and financial summaries.
How do I manage my subscription to SympleHost?
Go to Settings → Billing to view your current plan, upgrade, or manage your billing details.
Direct Bookings & Websites
Can I build a booking website with SympleHost?
Yes. Go to Websites in the sidebar and click Create Website to build a branded direct booking website. Guests can browse your listings and services, then book directly when those offerings are published and direct booking is enabled.
→ See: Create and Publish a Direct Booking Website
Can I customize my website’s look and feel?
Yes. Open Websites, select your site, then use Website Settings or Edit site to update business details, images, contact details, SEO, selected listings and services, templates, colours, and fonts.
→ See: Customize Website Branding and Content
How do guests pay on my direct booking website?
Through Stripe. You need to connect Stripe in Settings → Payment Gateway before guests can pay on your website.
→ See: Set Up Checkout Pages and Direct Booking Links
Can I add SympleHost booking tools to my existing website?
Yes. Use the Widgets tab in Websites to copy search or calendar embed code for your existing website. Widgets are useful if you already have a public website and want SympleHost to power availability and checkout.
→ See: Embed Booking Widgets on Your Existing Website
Can I use my own domain name?
SympleHost supports self-serve website subdomains. For custom domain setup, check with SympleHost support so the team can confirm what is available for your account.
What are direct booking settings?
Go to Settings → Direct Bookings to configure booking behavior — things like booking confirmation flow, minimum notice period, and other rules for direct reservations.
Quotations & Invoices
How do I send a quote to a guest?
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?
Yes, if Stripe is connected. Guests receive a link to view the quote and make a payment.
Where can I find guest invoices?
Invoices are generated for bookings. You can find them linked from the booking details or share the invoice link directly with the guest.
Customers & Leads
Where do I see my guest database?
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?
Go to Customers and click New Customer. Enter their name, email, and phone number.
What are 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?
Yes. Use Tags (configurable in Settings → Tags) to organize customers, bookings, and listings with custom labels.
Notifications
How do I control which notifications I receive?
Go to Settings → Notifications to toggle different notification types on or off.
Can I get daily check-in and check-out reminders?
Yes. Go to Settings → Notifications and configure the Daily Check-in/Check-out Reminders with your preferred timing.
Can I get notified on WhatsApp?
If WhatsApp is connected, some notifications and task reminders can be delivered via WhatsApp. Configure this in Settings → Task Reminders.