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Execution Guides

How to use hotel-portal

Practical guide for hotel operators using hotel-portal from sign-in through onboarding, property setup, and supply readiness.

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Overview

hotel-portal is the operator workspace used to prepare hotel supply for live booking.

The normal operator journey is:

  1. sign in
  2. choose an organization
  3. complete onboarding
  4. set up property details
  5. build rooms and rates
  6. load inventory
  7. review PMS and readiness

1. Sign in and enter the correct organization

Use the sign-in page to enter with:

  • email sign-in
  • Google sign-in

If your account belongs to multiple organizations, select the one you want to work in after authentication. This keeps sign-in simple and avoids making users guess tenant IDs up front.

2. Start on the onboarding page

If you are setting up a new organization or property, begin with the onboarding page. That page should give you:

  • a clear progress view
  • the next recommended step
  • quick links to the exact screen you need
  • AI help if you are blocked

The first expected actions are:

  1. complete the workspace profile
  2. create the first property draft

3. Fill in the property profile

Use the property screen to define:

  • property name
  • brand or chain name
  • address and contact details
  • operating details such as check-in/check-out
  • mapping identifiers used by PMS or channel systems

The goal is to keep the property record readable across company, chain, and omni workflows.

4. Build rooms and rates

Use the rooms screen to create the sellable room catalog.

You should define:

  • room types
  • occupancy
  • default inventory counts
  • rate plans
  • PMS or channel mapping codes when available

This is the point where the supply model starts becoming operationally useful.

5. Load inventory

Use the inventory screen to:

  • import or update availability
  • inspect the near-term availability window
  • see whether the property has enough live inventory to move forward

If your team works from exported sheets or PMS data, use the import lane rather than entering everything manually.

6. Connect PMS and review readiness

If the property uses a PMS such as Smile PMS, use the onboarding and setup lanes to:

  • configure property connection details
  • inspect mapping readiness
  • review sync previews or recent runs
  • understand blockers before go-live

No property should move toward bookable until the operational basics are ready.

7. Use navigation the way it is intended

The left navigation groups work by operator mental model:

  • Insights for portfolio pulse and what needs attention
  • Set Up for foundational setup
  • In Progress for active readiness and operational lanes

If you are unsure where a task belongs, use the onboarding lane or ask the AI assistant for the next step.

8. Use Ask AI as an operator aid

Use Ask AI for:

  • finding the next best action
  • understanding blockers
  • getting routed to the right screen
  • simplifying the onboarding flow

Good example prompts:

  • "What should I do next on this property?"
  • "What is still missing before go-live?"
  • "Help me prepare rooms and rates"
  • "Why is this property not ready yet?"

Common mistakes to avoid

  • Do not try to finish all company and property details during registration.
  • Do not assume sign-in should require a tenant ID.
  • Do not skip rooms/rates and jump straight to inventory.
  • Do not treat AI help as the source of truth over the actual portal state.

If you are new, use this order:

  1. register or sign in
  2. choose the correct organization
  3. open onboarding
  4. complete workspace profile
  5. create the first property
  6. build rooms and rates
  7. load inventory
  8. review PMS/readiness

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