Customize your client onboarding questions

1. 1Open Settings → Client Onboarding Questions and pick a form: Existing STR (takeover), New STR (launch), or Long-Term Rental.
2. 2Review the questions step by step — each shows what it asks and, where relevant, what the answer powers downstream.
3. 3Toggle off a question your operation doesn't need. Locked questions can't be hidden — the tooltip explains what depends on them.
4. 4Use Add custom question to ask something unique to your operation — short text, long text, or yes/no.
5. 5Save changes — the next onboarding email an owner opens uses your question set, and custom answers appear on the property's details tab.

If something's off

• If a question shows a lock icon — its answer powers something downstream — guest WiFi, the listing generator, or owner identity — so it always stays on the form.
• If a question shows an amber warning when toggled off — hiding it has a consequence (for example, the launch checklist will assume the owner doesn't have the item and create the task every time). You can still hide it — just know the trade.
• If you haven't changed anything yet — owners get the proven default questionnaire — the same battle-tested set refined across dozens of real onboardings.
• If you don't see the page — Client Onboarding Questions is admin-only — ask an organization owner or admin to make the change.

Related guides

• Publish a listing with the Go-Live pipeline
• Add your first property