Onboarding Documents

Corporation Information

Corporation Name *

Owner Name *

Phone Number *

Email Address *

Corporation Address *

Number of Hotels *

🏨 Hotel #1 Information

Hotel Name *

Hotel Address *

Hotel Phone Number *

General Manager Name *

GM Email Address *

GM Phone Number *

Email Setup by PSMTech

Hotel Email Created

🔗 Account Creation Checklist

Create Booking.com Account

Create Expedia.com Account

Create CLC Account

PMS System Configuration

PMS System Type *

Bank Reconciliation Setup

Bank Name *

Account Number *

Routing Number *

Online Banking Login

Online Banking Password

📊 Bank Connection Status

Bank Account Connected

Auto-reconciliation Setup

✅ Final Confirmation Checklist

All Reports Received

All Login Credentials Set

All Accounts Verified

PMS System Configured

Bank Reconciliation Complete

🏨 Onboarding Documents System