New to BookingTrust? Follow this path to find the right setup guides, then use the go-live checklist before you begin live processing.
1. Understand the workflow
Start with the BookingTrust overview for a short introduction to the main areas and how bookings, payments, releases and payouts fit together.
2. Review your account setup
Check the business bank account records used for owner funds and management fees. Follow Set up your bank accounts to review the Trust/Host and trading account details. This guide also explains when to check with support before changing prepared account records.
3. Choose your booking setup
- If you manage bookings without a connected property management system (PMS), follow Get started without a PMS integration.
- If you use a supported PMS, start with Getting started with a PMS integration, then follow the guide for your PMS in PMS integrations.
4. Complete the go-live checklist
After following the applicable setup guide, use Prepare to go live for the detailed readiness checks and accompanying resources. It covers the checks to complete before live financial processing.