# Team, Operations, Payments & Websites FAQs ## 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**.