Work through this checklist before using BookingTrust for live financial processing. It covers both standalone accounts and accounts connected to a property management system (PMS).
Review the setup before the first payout
A successful login or an imported booking does not complete setup. Check owners, bank destinations, fees and the starting financial records before releasing funds or making live disbursements.
On this page: Business and bank details · Properties and owners · Fees and suppliers · Starting records and training
Check business and bank details
- Go to Profile > Profile > Edit Details and check your business and contact information.
- Check your subscription arrangements under Profile > My Account. If a setup item or account status is unclear, confirm it with support.
- Review your business bank accounts. For accounts prepared during setup, use Edit to correct the existing Trust/Host and trading records; do not delete or replace them.
- Check the Trust/Host role and default account, the trading destination and any required bank export details.
- If your reports need a business logo, send the approved image to support@bookingtrust.com.au for setup.
Check every property and owner
- Go to Properties > Active Properties and check the properties that will be managed through BookingTrust.
- Check the correct owner is linked to each property. For an integrated account, verify imported details rather than assuming every owner was supplied by the PMS.
- Open the owner record and check the name, email and bank details. Where a property uses a separate payment destination, check that property’s bank details too.
- If an owner is missing, follow Add Owner’s Records. If an existing allocation is wrong, send the property and owner references to support before changing financial history.
Linking an owner for the first time and handling a later change of ownership are different tasks. Use the appropriate ownership-change process for a sale or change of owner.
Review fees and supplier records
- Agree the fee structure and check Global Fees with support during setup.
- Review any property-specific fee rates. Check the amount or percentage, when it applies, and who receives charges such as cleaning fees.
- Add suppliers and bank details before entering payment instructions for their invoices.
- If other people need access, add individual staff accounts and check their access.
Agree the starting records and first review
For an integrated account, tell support when the setup items are complete and arrange the initial import and review for your connection. For a standalone account, follow Getting started as a standalone client to enter and reconcile the agreed starting records.
Check representative bookings, receipts, fees and owner reports against the source information. Confirm the starting date, balances and any outstanding items so historical payments are neither missed nor counted twice.
Arrange training for the people who will reconcile, release and disburse funds. Review the Support Policy for the applicable support arrangements. Send unresolved setup questions to support@bookingtrust.com.au.
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PDF companion
Download the Going Live manual (PDF) as a companion reference.