Quick Start Checklist for Boom PMS
Overview
This checklist guides you through the essential setup steps to get your Boom PMS account fully operational. Complete these items in order to ensure a smooth start with your property management.
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Click each checkbox below as you complete the steps. Your progress is saved in your browser so you can return to this page later.
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Phase 1: Account Setup
Start by configuring your personal account and understanding the interface.
Complete your user profile
Add your name, phone number, and profile picture so team members can identify you.
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Configure notification preferences
Choose which alerts you want to receive and subscribe to relevant feed channels.
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Explore the navigation menu
Familiarize yourself with the sidebar navigation and main sections of Boom PMS.
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Phase 2: Property Configuration
Ensure your properties are properly configured with accurate information.
Review your property listings
Check that all your properties are imported correctly with accurate names, addresses, and details.
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Verify property pricing
Confirm base rates, minimum stays, and seasonal pricing for each property.
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Phase 3: Calendar & Reservations
Learn to manage availability and create reservations.
Understand the multi-calendar
Learn to view all properties at once, filter by region, and identify availability gaps.
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Create your first reservation
Practice creating a manual reservation to understand the booking workflow.
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Phase 4: Guest Communication
Set up messaging tools to communicate effectively with guests.
Explore the unified inbox
Learn how to view and respond to guest messages from all channels in one place.
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Review message templates
Check existing templates and customize them for your communication style.
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Phase 5: Operations
Understand task management for day-to-day operations.
Learn the task system
Understand how to create, assign, and track cleaning and maintenance tasks.
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Pro Tips
Take It Step by Step
Don't try to configure everything at once. Complete one phase before moving to the next. This helps you build a solid understanding of each feature.
Use BAM AI for Help
If you get stuck, use the BAM AI assistant (bottom right corner) to ask questions. BAM can guide you through most setup tasks and answer questions about your data.
Test Before Going Live
Create test reservations and send test messages to yourself before enabling automated workflows. This helps you understand the guest experience.
What's Next?
After completing this checklist, you'll be ready for more advanced features:
- Auto-Messages - Set up automated guest communications
- Auto-Tasks - Create rules for automatic task generation
- Channel Management - Connect OTA channels like Airbnb and Booking.com
- Financial Reports - Generate P&L reports and owner statements
- Dynamic Pricing - Enable smart pricing strategies
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