# How do I…?

> One line per job, with the screen that does it. The page to open when you know what you want and not where it lives.

Source: https://docs.santara.ai/help/how-do-i/

The rest of this manual is organised by **screen**. This page is organised by **job** — what you
actually came here to do. Find the line, follow the link.

If nothing here matches, [search](/help/finding-things/) or ask the
[assistant](/help/assistant/) — it can read your workspace, so it answers about *your* data rather
than in general.

## Getting started

| I want to… | Do this |
| --- | --- |
| Set the whole thing up from scratch | [Quickstart](/start/quickstart/) — four steps, about half an hour |
| Understand the words on every screen | [How Santara AI is put together](/start/concepts/) |
| Try it without connecting a channel | [Create properties by hand](/setup/properties/#creating-one-by-hand) |
| Know what changes when I connect Airbnb | Nothing, until you press Go live — [Going live](/channels/going-live/) |
| Work out what to do each morning | [Your first week](/start/first-week/) |
| Restart the guided walkthrough | [Finding things](/help/finding-things/) |

## Calendar and availability

| I want to… | Do this |
| --- | --- |
| Block dates for maintenance or my own stay | Close the dates — [Closing dates is how you pause](/daily/calendar/#closing-dates-is-how-you-pause) |
| Stop selling a room for a season | Close the range in the calendar. **Do not disconnect the channel** |
| Open dates I closed by mistake | Same screen, reopen the range — [Editing a range](/daily/calendar/#editing-a-range) |
| Understand why a night shows as unavailable | [Blocks that came from the channel](/daily/calendar/#blocks-that-came-from-the-channel) |
| Sell two identical apartments as one listing | Set the room's unit count — [Availability and unit count](/daily/calendar/#availability-and-unit-count) |
| Set a minimum stay | It lives on the rate plan — [Rate plans](/money/rates/#rate-plans) |
| Push everything to a channel again from scratch | [Full sync](/money/rates/#full-sync) |

## Prices

| I want to… | Do this |
| --- | --- |
| Change the price of one night | Type it on the [calendar](/daily/calendar/) — a typed price is protected |
| Change a price across a date range | [The grid](/money/rates/#the-grid) |
| Have prices move on their own | Assign a [rule set](/money/pricing/#building-a-rule-set) |
| Stop the engine overwriting a price I typed | [Protecting manual prices](/money/pricing/#protecting-manual-prices) |
| Set a floor so I never sell too cheap | [The listing's numbers](/money/pricing/#the-listings-numbers) |
| See what a rule set would do before it goes out | [Seeing before publishing](/money/pricing/#seeing-before-publishing) |
| Find out whether pricing is actually working | [Did it work?](/money/pricing/#did-it-work) |
| Keep using PriceLabs | [If you already use PriceLabs](/money/pricing/#if-you-already-use-pricelabs) |
| Charge more for extra guests | It is on the rate plan — [Rate plans](/money/rates/#rate-plans) |

## Bookings and guests

| I want to… | Do this |
| --- | --- |
| Add a booking that came by phone or WhatsApp | [Creating a booking by hand](/daily/bookings/#creating-a-booking-by-hand) |
| Extend a stay because a guest asked | [Cancellations and changes](/daily/bookings/#cancellations-and-changes) |
| Cancel a booking | Same place — and cancel on the channel too if it came from one |
| Find one stay fast when a guest phones | Press <kbd>⌘K</kbd> and paste the confirmation code — [Finding things](/help/finding-things/) |
| See everything about a repeat guest | [What a guest record holds](/daily/guests/#what-a-guest-record-holds) |
| Know whether a guest needs careful handling | [The guest score](/daily/guests/#the-guest-score) |
| Understand which revenue number I am looking at | [Money definitions](/daily/bookings/#money-definitions) |

## Guests, messages and reviews

| I want to… | Do this |
| --- | --- |
| Reply to a guest | [Replying](/daily/messages/#replying) — the AI drafts, you send |
| Stop repeating the same answer | [Message templates](/setup/message-templates/) |
| Send the wifi and door code automatically | Use the template variables — [Variables](/setup/message-templates/#variables) |
| Turn a complaint into something tracked | [Complaints become tickets](/daily/messages/#complaints-become-tickets) |
| Reply to a review | [Replying](/daily/reviews/#replying) |
| Review a guest on Airbnb | [Reviewing a guest (Airbnb)](/daily/reviews/#reviewing-a-guest-airbnb) — it cannot be undone |
| Sell a late checkout or an extra night | [Upsells](/money/upsells/) |

## Cleaning and maintenance

| I want to… | Do this |
| --- | --- |
| See what needs cleaning today | [The cleaning board](/daily/tasks/#the-cleaning-board) |
| Give a cleaner their jobs without an account | Share the [cleaning cluster message](/daily/tasks/#cleaning-clusters) on WhatsApp |
| Always assign the same person to a room | [Default cleaner per room](/daily/tasks/#default-cleaner-per-room) |
| Group properties one cleaner covers | [Cleaning clusters](/daily/tasks/#cleaning-clusters) |
| Log a broken air-conditioner | Open a [ticket](/daily/tickets/) |
| Block the room while a repair happens | [Scheduling puts it on the calendar](/daily/tickets/#scheduling-puts-it-on-the-calendar) |
| Check a clean was actually done | The cleaner marks it done, optionally with a photo — [What a cleaner sees](/daily/tasks/#what-a-cleaner-sees) |

## Channels

| I want to… | Do this |
| --- | --- |
| Connect Airbnb | [Connect Airbnb](/channels/airbnb/) |
| Connect Booking.com | [Connect Booking.com](/channels/booking-com/) |
| Connect a second Airbnb account | [Add another account](/channels/listings/#add-another-account) |
| Import a listing I skipped the first time | [Import a listing you skipped](/channels/listings/#import-a-listing-you-skipped) |
| Move a listing onto a different room | [Move a listing to a different room](/channels/listings/#move-a-listing-to-a-different-room) |
| Force a channel to re-read everything now | **Refresh** on [the connection page](/channels/listings/#the-connection-page) |
| Take one listing off Santara AI | [Remove one listing](/channels/listings/#remove-one-listing) |
| Stop syncing entirely | [Disconnect an account](/channels/listings/#disconnect-an-account) |
| Find out why a listing will not go live | [If it does not work](/channels/going-live/#if-it-does-not-work) |

## Properties and rooms

| I want to… | Do this |
| --- | --- |
| Add a property that is not on any channel | [Creating one by hand](/setup/properties/#creating-one-by-hand) |
| Split a villa into rooms sold separately | One property, several rooms — [Property, then room](/start/concepts/#property-then-room) |
| Set the wifi password once for a building | [Stay information: wifi, door codes, access](/setup/properties/#stay-information-wifi-door-codes-access) |
| Give one room a different door code | Set it on the room; the room wins over the building |
| Delete a property | [Moving, duplicating and deleting](/setup/properties/#moving-duplicating-and-deleting) — disconnect its listings first |
| Refresh photos and details from the channel | [Syncing from the channel](/setup/properties/#syncing-from-the-channel) |
| Put a QR code in each room with the Wi-Fi and house info | [Guest guidebook and QR stickers](/setup/guidebook/) — then [Printing](/setup/guidebook/#printing) |
| Let a guest see the door code without messaging it | [How a guest confirms their booking](/setup/guidebook/#how-a-guest-confirms-their-booking) |
| Stop a lost or photographed sticker from working | [Replace its code](/setup/guidebook/#qr-stickers) |
| Recommend restaurants and sights near the property | [Local places](/setup/guidebook/#local-places) — AI can draft them |

## Direct bookings

| I want to… | Do this |
| --- | --- |
| Publish a commission-free booking site | [Your direct booking site](/setup/booking-site/) |
| Take card payments myself | [Connect Stripe](/setup/booking-site/#5-connect-stripe) — money goes to your own account |
| Approve a guest before their booking is confirmed | [Booking requests](/setup/booking-site-requests/#booking-requests) |
| See who used the contact form | [Enquiries](/setup/booking-site-requests/#enquiries) |
| Write a page or a blog post for the site | [Pages and blog posts](/setup/booking-site/#pages-and-blog-posts) |

## Money and reporting

| I want to… | Do this |
| --- | --- |
| See how the month is going | [The snapshot](/money/reports/#the-snapshot) |
| Export figures for my accountant | [The report library](/money/reports/#the-report-library) — CSVs from live data |
| Log cleaning, utilities and repair costs | [The ledger](/money/accounting/#the-ledger) |
| Send an owner their statement | [Periods and statements](/money/accounting/#periods-and-statements) |
| Understand RevPAN, ADR and occupancy | [Occupancy, ADR, RevPAN](/money/reports/#occupancy-adr-revpan) |
| Reconcile Santara AI against an extranet | [What revenue means here](/money/reports/#what-revenue-means-here) — ours is net payout |

## People and access

| I want to… | Do this |
| --- | --- |
| Invite a co-host or manager | [Team and roles](/setup/team/) |
| Give someone only two buildings | [Scoping to buildings](/setup/team/#scoping-to-buildings) |
| Stop a cleaner seeing revenue | They already cannot — [How access actually works](/setup/team/#how-access-actually-works) |
| Hide door codes from someone | Door codes are their own data class — [How access actually works](/setup/team/#how-access-actually-works) |
| Remove someone who has left | [Removing someone](/setup/team/#removing-someone) |
| Hand the business to a new manager | Invite them as a host admin, then remove yourself — see [Team and roles](/setup/team/) |

## My account and the workspace

| I want to… | Do this |
| --- | --- |
| Change my password | [Your account and security](/setup/account/#changing-your-password) |
| Get back in after too many failed sign-ins | Wait 15 minutes — [If you are locked out](/setup/account/#if-you-are-locked-out) |
| Change the interface language for me only | [Your account and security](/setup/account/#language-and-timezone) |
| Change the language the daily brief is written in | That is a workspace setting — [Language](/setup/workspace/#language) |
| Fix dates and "today" being wrong | [Timezone](/setup/workspace/#timezone) |
| Turn off notifications I do not want | [Notifications](/setup/workspace/#notifications) |
| Run two portfolios that never mix | Two workspaces — [Switching workspaces](/setup/workspace/#switching-workspaces) |

## Billing

| I want to… | Do this |
| --- | --- |
| See what I will be charged | [Plans and billing](/setup/billing/) |
| Understand what a "listing" costs | [What you are billed for](/setup/billing/#what-you-are-billed-for) |
| Add a listing beyond what my plan covers | [Adding a listing mid-month](/setup/billing/#adding-a-listing-mid-month) |
| Change plan | [Choosing between Host and Operator](/setup/billing/#choosing-between-host-and-operator) |
| Update my card or download an invoice | [Managing payment](/setup/billing/#managing-payment) |
| Cancel | [Cancelling](/setup/billing/#cancelling) |

## When something is wrong

| I want to… | Do this |
| --- | --- |
| Look up an exact message I am seeing | [What that message means](/help/errors/) |
| Work through a problem step by step | [When something looks wrong](/help/troubleshooting/) |
| Fix a channel that has stopped syncing | [Channel troubleshooting](/channels/troubleshooting/) |
| Ask a person | [Getting help](/help/support/) |
| Export or delete my data | [Your data and privacy](/setup/data-and-privacy/) |