Comprehensive Lodgify Platform Setup

I have just migrated our short-term rental operation to Lodgify and need a true Lodgify power-user to streamline every corner of the platform and leave my team with crystal-clear documentation.

Booking management is priority one. Our booking process is not instant, guests make a booking enquiry for us to review and accept/decline, not instant book. This applies to our Wordpress website (using Lodgify booking widgets) and OTA's.

I want reservations flowing smoothly, calendars synchronising perfectly with the OTAs we use, and channel rules configured so we avoid double-bookings or rate mismatches. While you fine-tune that, please show me exactly where each setting lives and why it matters, to capture screenshots and notes for the team handbook.

Payments and invoicing come next. I already have gateways - your job is to asssit with the invoicing workflow, guide how to set up easy payment links and give me a simple checklist to trace payment status from pending to paid without ever opening a spreadsheet.

Messaging is the final pillar. Template creation, trigger logic, and timing must align with our brand voice and guest journey. Walk me through the sequence builder and adjust messaging to match our booking process - templates will be provided.

Deliverables
• Fully configured Lodgify account covering reservations, calendar sync, channel management, automated invoices, payment links and messaging templates
• Step-by-step training document (PDF or Google Doc) with annotated screenshots
• One live hand-over session (recorded) to ensure the team can replicate every process

Acceptance criteria: every reservation source syncs within 30 minutes, all test bookings generate the correct invoice and payment link automatically, and automated guest messages fire on schedule without manual intervention.

If you live inside Lodgify daily and can translate that expertise into plain-English instructions, let’s get started right away.