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Learn Operent, step by step.

Practical tutorials to import bookings and understand your month without spreadsheets.

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Essential guide · 9 min read

Three numbers for the same month. All of them right.

The Dashboard, the income statement and Cash show different numbers for the same month, and they’re all correct. See the three stages every booking goes through, and which screen answers which question.

  • Operations: tasks, routines and automatic cleaning

    Create, assign and complete tasks, and let what repeats happen on its own.

    1. Create your first task and send it to the team.
    2. Complete it and record the cost in the financials.
    3. Set up routines and turn on automatic cleaning.
  • Connect your Airbnb booking emails

    Bookings come in by forwarding emails, with no direct access to your Airbnb account.

    1. Link each Airbnb listing to its property in Operent.
    2. Generate your private forwarding address.
    3. Create the Gmail filter that forwards only Airbnb messages.
  • Import bookings from a spreadsheet

    Future and past bookings in one go, with a preview before anything is saved.

    1. Download the Operent spreadsheet template.
    2. Fill it in, upload it for preview, and match properties and channels.
    3. Review the preview and confirm: only then are bookings created.
  • Month-end and year-end close

    Close each month, close the fiscal year and issue the official reports.

    1. Review the month and fix what blocks the close.
    2. Close the period: that month's entries are locked.
    3. With the months closed, close the fiscal year and issue the reports.

Coming soon

  • Set up owner payouts
  • Record and categorize expenses
  • Settings and users

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