Navigating SympleHost — Where to Find Everything

What You’ll Learn

SympleHost has a lot of features, and it’s normal to feel a bit lost at first. This article walks you through exactly where everything lives so you can find what you need without guessing.


The Sidebar — Your Main Menu

The sidebar on the left side of the screen is how you navigate SympleHost. It’s always visible, and it’s organized into logical sections. Some sections expand when you click them to reveal sub-pages.

Here’s every item in the sidebar and what it’s for:

Top Level

Menu ItemWhat It’s For
OverviewYour main dashboard — revenue, occupancy, bookings, and daily activity
MessagesUnified inbox for all guest conversations (WhatsApp, Instagram, Facebook)
CustomersYour guest and customer database
QuotesCreate and send quotations to guests
ReviewsMonitor and respond to guest reviews
ReservationsView all bookings across all properties and services

Operations (Expandable)

Click Operations to expand it. This is where your team’s day-to-day work gets organized.

Sub-ItemWhat It’s For
TasksCreate, assign, and track individual tasks (cleaning, maintenance, etc.)
JobsSchedule and manage recurring or one-time jobs
WorkforceManage your team members and external contractors
AutomationsSet up rules that create tasks automatically (e.g., “create a cleaning task when a guest checks out”)
ReportsView operations reports and team performance

Properties (Expandable)

Sub-ItemWhat It’s For
ListingsView and manage all your rental properties
CalendarSee availability and bookings across properties on a calendar

Services (Expandable)

Sub-ItemWhat It’s For
ListingsManage services you offer (tours, transfers, cleaning, etc.)
CalendarView service bookings on a calendar
WorkforceAssign and manage staff for your services

Guest Experience (Expandable)

Sub-ItemWhat It’s For
Guest BooksCreate digital welcome guides for each property
Store ItemsSet up a guest store (late checkout, welcome packs, etc.)
Store TransactionsView orders and purchases from the guest store
Amy SettingsConfigure Amy, your AI guest assistant
RecommendationsAdd local restaurants, activities, and tips for guests

Direct (Separate Section)

Menu ItemWhat It’s For
WebsitesBuild and manage direct booking websites
DashboardManage connected booking accounts

The full sidebar expanded, showing all sections and sub-items


Settings — Where Configuration Lives

Click Settings in the sidebar (usually at the bottom, shown as a gear icon) to access all your account configuration. Settings is organized into several groups:

Account & Profile

  • Profile — Your personal name, photo, and preferences
  • General — Workspace name, logo, country, currency, timezone, date/time format
  • Company — Legal name and business name
  • Security — Password and security settings
  • Legal — Legal and compliance information

Billing & Payments

  • Billing — Your subscription plan and billing details
  • Payment Gateway — Connect Stripe or other payment processors for guest payments
  • Transactions — View payment transaction history
  • Financial Report — Revenue and financial reporting

Direct Bookings

  • General — Configure direct booking behavior
  • Booking Settings — Customize the booking flow for guests

Team Management

  • Members — Invite and manage team members, set roles and permissions
  • External Resources — Add contractors and external workforce

Integrations

  • WhatsApp — Connect your WhatsApp Business account
  • OTA — Connect Airbnb, Booking.com, and other travel platforms

Notifications & Automation

  • Notifications — Choose which alerts you receive
  • Task Reminders — Configure reminders for overdue or upcoming tasks
  • Autopilot — Set up AI-powered automatic guest messaging
  • Amy — Configure the AI guest assistant

Other

  • Tags — Create custom tags to organize listings, bookings, and guests
  • Style Guide — Customize your brand colors, typography, and logo for direct booking pages

[Screenshot: The Settings page showing the main setting categories in the left panel]


If you know what you’re looking for but can’t remember where it lives, use the Search feature. Click the search icon (or navigate to the search page) to search across your properties, bookings, customers, and more.


Tips for Getting Around

  • Collapsible sections — Click a section name (like Operations or Properties) to expand or collapse its sub-items. This keeps the sidebar tidy.
  • Active page highlight — The current page is highlighted in the sidebar so you always know where you are.
  • Settings is separate — Think of Settings as the “behind the scenes” area. Day-to-day work happens in the main sidebar; one-time configuration happens in Settings.
  • Role-based visibility — Some menu items may not appear for all team members. What you see depends on your role and permissions. Account Admins see everything; Staff members see a focused view.

  • Welcome to SympleHost — Your First 15 Minutes
  • Understanding the Overview Dashboard
  • How to Add Team Members & Assign Roles