Client Onboarding

Convert an approved proposal into an operating property file

This intake is for owners who have already discussed service scope. It collects operational information—not passwords or payment credentials.

1. Owner 2. Property 3. Operations 4. Authority 5. Launch Readiness

Prepare before submitting

Property and listing information
Permit and insurance status
Cleaner and backup cleaner contacts
Emergency and maintenance contacts
Guest rules and access procedures
Repair and refund approval limits
Preferred owner-reporting cadence

Security rule

Do not enter Airbnb passwords, bank credentials, card information, alarm codes, Social Security numbers, or government identification.

Owner Information

Owner name Business or entity Email Phone Preferred communication Reporting cadence

Property Information

Property address Property type Bedrooms Bathrooms Maximum occupancy Listing URL Platforms Permit status Insurance status HOA/condo restrictions?

Operations

Primary cleaner name Primary cleaner phone Backup cleaner name Backup cleaner phone Local emergency contact Emergency contact phone Smart-lock provider Property management software Current recurring issues Guest access instructions summary Parking, trash, Wi-Fi, and property-rule summary

Owner Authority

Guest credit limit without approval Emergency repair limit Non-emergency repair limit Supply replacement limit Actions that always require approval

Launch Readiness

Preferred service start date Outstanding items before launch