Stay Collective Onboarding

Step 1

Who is doing onboarding?

Both paths use the same property kickoff script, but the checklist changes based on who is supplying the details.

No path selected yet.

1. Intake Owner, contact, address, launch target, and existing listing/channel context.

2. Research Public facts, GIS match, STR/compliance links, and staff-editable notes.

3. Launch Gate Owner-facing and internal tasks stay blocked until every required action is done or waived.

Step 2

Find the property, name it, and assign the onboarding contact.

Start typing the full address and pick a suggestion, or keep typing to enter it manually.

Street address City State ZIP County

Address search ready.

Nickname is suggested from the address. The onboarding contact is the person responsible for the intake.

Property type Property nickname Onboarding contact / assignee

This is the owner record the onboarding draft is for. It is not promoted until the final gate passes.

Owner legal/display name Owner email Owner phone Manager / cohost contact

Use this to set urgency and customize the work packets Bella builds.

Target launch date Launch priority Existing listing / album URL Current channel state

Property research

Choose an address, then run research to prepare public-record, compliance, and market context for staff review.

Step 3

Review the generated kickoff plan, confirm the Drive folder path, and move through the checklist before dashboard promotion.

No kickoff draft yet. Choose a path and address first.

Step 4

Tasks are customized from path and property details. Completion is the promotion gate for the live dashboard.

Pet-friendly property Pool / hot tub HOA / resort rules Existing cleaner

Select a task to flesh out action items, notes, links, and owner requirements.

Promotion blocked: kickoff and tasks are incomplete.

Step 5

Review the onboarding draft, export a copy, print the checklist, or prepare an email handoff.

No review draft yet. Complete the earlier steps first.

Use this handoff when the property is ready for staff review.