Vendor Setup Checklist

When you log in for the first time, the Home Dashboard will display a complete onboarding checklist with a progress bar to guide you from registration to receiving your first booking.

Setup progress     4/6 completed
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Step 1 — Verify Email ✉️

What to do: Check your email inbox for a verification email from OtterSpots. Click the Verify Email link in the email.

If the email doesn't arrive:

• Check your Spam / Junk folder
• Click Resend Verification Email in the dashboard

tip

This step must be completed before you can use all platform features.

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Step 2 — Verify Account 🛡️

What to do: Send your business verification documents to support@otterspots.com so our team can approve your vendor account.

Accepted documents:

• SSM Registration Certificate
• Business license
• Relevant identity documents

Review period: 1–3 business days

info

Accounts that haven't been approved cannot receive online bookings, but can still use basic dashboard functions.

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Step 3 — Add Your First Location 📍

What to do: Add your property or venue to OtterSpots using the Add New Property wizard.

How to do it:

1. Click Add New Property in the sidebar or the checklist button
2. Choose your property category:
   • Property Rental — homestay, apartment, condo, villa
   • Nature Retreat — campsite, glamping, raft house
3. Fill in basic information: name, address (searchable via Google Places)
4. Confirm the property's location on the interactive map
5. Choose rental mode (for Property Rental: whole property or separate rooms)
6. Add your first unit's details: name, capacity, and base price
7. Click Create Property

After the wizard completes, you'll be taken to the Setup Hub to complete photos, amenities, and additional information.

tip

Photos can be uploaded after the wizard — you don't need to prepare them during initial setup.

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Step 4 — Add a Unit 🏢

What to do: A unit is a space or room in your location that guests can book.

How to do it:

1. Click Create Unit in the checklist, or go to Units → Add New Unit
2. Fill in the details:
   • Unit name
   • Unit type (Tent Site, Cabin, Glamping Tent, etc.)
   • Location — select the location you created
   • Zone — select a zone if applicable (optional)
   • Guest capacity
   • Pricing (base, weekend, public holiday)
   • Unit amenities
   • Unit-specific add-ons
   • Self-Refundable — whether guests can get a refund
3. Upload unit photos
4. Click Create Unit

tip

You can add multiple units to one location. Each unit can have different pricing and amenities.

About Zones: If your location has different areas (e.g., "Riverside Zone", "Hilltop Zone"), create zones first at Zones → Add New Zone before adding units.

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Step 5 — Add Bank Account 💳

What to do: Register a bank account to receive payment from bookings.

How to do it:

1. Click Add Bank Account in the checklist, or go to Settings → Bank Account
2. Enter:
   • Bank name
   • Account number
   • Account holder name
3. Save

warning

Make sure the bank account holder name matches the business name or registered name to avoid payment delays.

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Step 6 — Receive Bookings & Request Withdrawal 💰

What to do: Once your property is active, guests can make bookings. After receiving your first payment, you can request a withdrawal.

How to request a withdrawal:

1. Go to Settings → Withdrawals
2. Check available balance
3. Click Request Withdrawal
4. Enter the amount and confirm

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Progress Summary

Step	Action	Auto-tracked?
Verify Email	Click link in email	✅ Yes
Verify Account	Submit documents to support	✅ Yes (after admin approval)
Add Location	Create first location	✅ Yes
Add Unit	Create first unit	✅ Yes
Add Bank Account	Register bank account	✅ Yes
Receive Booking	Receive first confirmed booking	✅ Yes

tip

You can view your current progress on the Home Dashboard at any time. The progress bar updates automatically as each step is completed.