Help + Learning for Managers | Properly Help and Learning Center

Meet Properly!

An overview of Properly's features and their uses for Property Owners and Managers.

Written by Elizabeth Archer
Updated over a week ago

I am a team member at a property management company

If you’re employed by a property management company and your employer invited you to join their company account on Properly, click here.

Written by Team
Updated over a week ago

I’m a vacation rental consultant

If you're a consultant hired to help improve a client's vacation rentals, start here.

Written by Team
Updated over a week ago

Properly for Managers: Getting Started

Step 1: Create a Properly Manager Account

Welcome to Properly! Set up your account to make managing your properties a breeze.

Written by Elizabeth Archer
Updated over a week ago

Step 3: Onboarding for Managers

Properly is here to help you from the very beginning...learn how your Onboarding Manager sets you (and your account) up for success!

Written by Elizabeth Archer
Updated over a week ago

Step 2: Import Your Managed Properties

Are your listings currently on Airbnb or a PMS? Start by importing your properties and bookings to Properly.

Written by Elizabeth Archer
Updated over a week ago

Step 4: Start a Job Request (Managers)

Managers can send cleaning, maintenance, inspection, or key handoff jobs through Properly – here’s how it works.

Written by Elizabeth Archer
Updated over a week ago

Step 5: Create and Send a Job Request (Managers)

Fill out a Job Request and send it to your regular Service Providers (as well as new ones from the Marketplace, if you'd like!)

Written by Elizabeth Archer
Updated over a week ago

Step 6: Set Up Notifications (Managers)

Set up notifications to be sure the cleaning or maintenance job you scheduled took place when it should have.

Written by Elizabeth Archer
Updated over a week ago

Properly for Managers: Your Calendar

Show or Hide Cancelled Bookings

If you want your calendar to only reflect existing or completed bookings, this article shows how to hide canceled bookings.

Written by Elizabeth Archer
Updated over a week ago

Add and Save Filters to Your Calendar (Desktop)

Need to only see upcoming bookings, or bookings that have jobs already scheduled? Calendar filters can help.

Written by Elizabeth Archer
Updated over a week ago

Properly for Managers: Your Company Account

Create A Company Account

Invite your employees to share your company account. They’ll be able to help you manage your properties, create checklists, and more.

Written by Elizabeth Archer
Updated over a week ago

Invite Employees and Team Members to Join Your Company Account

Written by Elizabeth Archer
Updated over a week ago

Invite Your Service Partners, Owners, and Consultants

Share your account with service partners, owners, or consultants you trust to save time creating checklists and assigning jobs.

Written by Elizabeth Archer
Updated over a week ago

Edit Or Remove Employee/Partner Access

Written by Elizabeth Archer
Updated over a week ago

Edit or Revoke an Employee's Company Account Access

Written by Elizabeth Archer
Updated over a week ago

Properly for Managers: Your Listings

Editing Your Property’s Information

Written by Elizabeth Archer
Updated over a week ago

Importing/Re-Importing Properties (Managers)

Written by Elizabeth Archer
Updated over a week ago

Merging Duplicate Properties (Managers)

Written by Elizabeth Archer
Updated over a week ago

Add and Remove Property Tags (Managers)

Written by Elizabeth Archer
Updated over a week ago

Editing Your Property’s Information (Managers)

Written by Elizabeth Archer
Updated over a week ago