Configuration & Onboarding

Training & Onboarding

Our experienced team can help you with additional training and help you set up your system to make for a seamless onboarding process with Streamline.

Consulting

Allow our experts to help you with Vacation Rental Industry best practices and Streamline specific best practices and system set up. line.

Document Creation

Allow us to create multiple custom documents for your guests, owners, staff and vendors. Do you need push notifications, SMS or OTA message templates set up? We can take care of it fo you. We will create custom e-sign documents using Streamsign. Guest will be able to sign, initial and add required information. Save time on set up. Save resources by using the document trigger system. Increase your number of repeat guests and get better reviews!

Happy Stays Setup (Streamline VRS)

Streamline has an AMAZING guest app. Allow us to do the tedious task of setting it up. Service includes researching things to do in the area and best restaurants near by. We can suggest a layout or you can provide us categories to build.

Unit Creation

We will create units and define all fields for you. This can be one of the most time consuming setups in your system. If your units are listed on any OTA sites, we can pull data from there. You will simply need to provide any missing details and we will get it entered into your system.

User Creation

We will create any user type for you. Simply fill out our User Template for all users and we will take care of the rest.

Historical Reservation Creation

Once you have filled out our Reservation Template, we will manually create each historical reservation for you. Having this historical reporting is vital. (Not available for live clients)

Seasons Setup

With only a few details provided to us, we will complete all your seasons setups.

Modify Reservations

If there is any reason to bulk modify your reservations, contact us to get it done for you.

Modify/Add Rates

Do you need your rates changed daily, weekly or monthly to stay competitive in the market? Let us take care of that for you.

Dynamic Email List Creation (Streamline VRS)

Streamline provides a great feature to create dynamic email list based on different criteria. Guest traits, check-in date or lead queue, to name a few. This can be synced to MailChimp or Constant Contact accounts. You are also able to export these lists to Excel.

CRM Configuration (Streamline VRS)

The CRM is one of the most important areas of your system. We will set up your agent calls, guest lead queues, homeowner lead queues and campaigns.

Coupon/Discounts Setup

We will provide discounts or coupons that you can apply in the admin area or allow guest to use on your website.