Hotel Setup Checklist

Quick Reference for Hotel Configuration - Use this checklist to track your progress through 9 essential setup steps.

📋 Setup Progress Tracker

🔍 Pre-Setup Verification

Step	Status	Completed Date	Notes
1. Hotel Policies	⬜ Pending
2. Room Types	⬜ Pending
3. Room Names	⬜ Pending
4. Bed Types	⬜ Pending
5. Floors	⬜ Pending
6. Amenities	⬜ Pending
7. Room Services	⬜ Pending
8. Add Rooms	⬜ Pending
9. Rack Rates	⬜ Pending

Required Information

Hotel registration completed

Admin/hotelier access credentials

Hotel basic details (name, address, contact)

Number of floors determined

Room inventory count finalized

System Access

Can login to system

Can access hotel dashboard

Can view configuration pages

Have necessary permissions

📝 Detailed Setup Checklist

Step 1: Hotel Policies

Navigation: Hotel Configuration → Policies

Required Policies

Check-in time set (e.g., 2:00 PM)

Check-out time set (e.g., 11:00 AM)

Early check-in rules defined

Late check-out rules defined

Cancellation policy configured

Payment policy set

No-show policy defined

Pet policy (if applicable)

Smoking policy defined

Validation

All policies saved successfully

Policy descriptions are clear

Charges for violations set

Step 2: Room Types

Navigation: Hotel Configuration → Room Types

Configuration

All room types added

Room type names descriptive

Maximum occupancy set for each type

Room type distribution totals match hotel capacity

Base price ranges defined

Common Room Types to Consider

Standard Room

Deluxe Room

Suite

Family Room

Executive Room

Validation

Room types saved

Distribution totals correct

No duplicate room types

Step 3: Room Names

Navigation: Hotel Configuration → Room Names

Configuration

Naming convention established

All room names added

Names follow consistent pattern

Room names associated with types

No duplicate room numbers

Validation

Room names saved

Naming is logical

Staff can easily identify rooms

Step 4: Bed Types

Navigation: Hotel Configuration → Bed Types

Configuration

All bed types selected

Bed capacity defined

Bed types associated with room types

Rollaway bed options set (if available)

Common Bed Types

King Bed

Queen Bed

Twin Beds

Double Bed

Sofa Bed

Validation

Bed types saved

Capacity limits set

All room types have bed types

Step 5: Floors

Navigation: Hotel Configuration → Floors

Configuration

All floors added

Room counts per floor set

Floor numbers/names logical

Special floor features noted

Total rooms match hotel capacity

Validation

Floors saved

Room counts accurate

Floor organization makes sense

Step 6: Amenities

Navigation: Hotel Configuration → Amenities

Room Amenities

Air conditioning

Heating

Mini-bar

Safe

Wi-Fi

Desk/workspace

Bathroom Amenities

Hair dryer

Toiletries

Towels

Bathtub/Shower

Hotel Facilities

Parking

Pool

Gym/Fitness center

Restaurant

Bar/Lounge

Business center

Elevator

Services

Room service

Concierge

Laundry service

Spa services

Validation

All applicable amenities selected

Complimentary vs paid indicated

Availability specified

Step 7: Room Services

Navigation: Hotel Configuration → Room Services

Services to Configure

Housekeeping services

Laundry service

Room service dining

Airport shuttle

Tour assistance

Business services

Spa appointments

For Each Service

Service name and description

Pricing (if applicable)

Availability hours

Booking requirements

Validation

All services saved

Pricing set correctly

Hours of operation defined

Step 8: Add Individual Rooms

Navigation: Room Management → Add Rooms

For Each Room

Room name/number

Room type assigned

Floor location set

Bed configuration

Maximum occupancy

Base rate

Photos uploaded

Special features noted

Validation

All rooms added

Room counts match distribution

Photos uploaded for all rooms

No duplicate room numbers

Step 9: Rack Rates

Navigation: Rate Management → Rack Rates

Rate Configuration

Base rates for all room types

Weekend rates (if different)

Seasonal rates configured

Minimum stay requirements

Advance booking requirements

Rate rules defined

Validation

All room types have rates

Rate logic tested

Tax calculations verified

Rates saved successfully

✅ Final Validation

Before Going Live Checklist

System Validation

All 9 setup steps completed

Data valid

No error messages in configuration

Test booking can be created

Rates calculate correctly

Policies enforce properly

Staff Preparation

Front desk trained on new setup

Housekeeping aware of room types

Management reviewed policies

IT systems tested

Documentation

Rate cards printed

Policy documents created

Staff handbooks updated

Emergency procedures defined

🚨 Common Issues to Check

Configuration Errors

Room counts don't add up

Missing required policies

Duplicate room numbers

Inconsistent pricing

Missing tax configuration

Data Quality

All room photos uploaded

Descriptions are complete

Contact information current

Amenities accurately listed

📞 Support Information

Support Channels

Information to Provide

📊 Setup Completion Certificate

Once all steps are completed:

Hotel Name: _______________________

Completed By: _______________________

Date Completed: _______________________

Verification

All configuration steps completed

System tested successfully

Staff trained

Documentation prepared

Authorized Signature: _______________________