Onboarding, Sales and Events
What it does
Section titled “What it does”Onboarding (Onboarding journey) follows hotels from a lead to a healthy hotel: leads, invited, signed up, applied, approved, live and healthy now, the median days from lead to live, Where people stop, Stuck drafts, the First 30 days of new hotels, and each rep’s numbers (By rep).
Sales shows what the Sales team is doing in the Sales app, for oversight: Active prospects, Need a follow-up, Quotes waiting, Founding hotels and Onboarded this month, the pipeline lanes (New, Invited, Viewed, Quoted, Signed up, Onboarded), Reps, Discounts ending and live Marketing pages.
Events shows weddings and events planners run across Upstay hotels: Live events, Next 30 days, Rooms held in blocks, Families invited and Booked stays from events, a table of events with their Open asks, Hotels earning from events, Needs a look, and each hotel’s Banquets.
Who can use it
Section titled “Who can use it”Upstay operators who can see the Hotels area.
Where to find it
Section titled “Where to find it”Onboarding under Hotels; Sales, Events, Planners and Marketplace cities under Growth.
How to find hotels that stalled
Section titled “How to find hotels that stalled”- Open Onboarding.
- Pick This month, 90 days or This year.
- Read Where people stop: Invited, never opened, Signed up, never applied, which step drafts stall on, and Approved, no booking 14 days.
- Under Stuck drafts, click Call beside an owner to ring them. Click All to see every stuck draft.
How to check on the Sales team
Section titled “How to check on the Sales team”- Open Sales.
- Read the lanes and Need a follow-up (an invite or quote silent for 3 days or more).
- Click Open the Sales app to work a lead, or Manage reps to add or switch off a rep.
How to see events across hotels
Section titled “How to see events across hotels”- Open Events.
- Read the table of events with their planner, dates, hotels and open asks.
- Check Needs a look for anything waiting on a hotel.
Tips & good to know
Section titled “Tips & good to know”- Each onboarding step counts what happened in the window, so a step can be larger than the one before it.
- An application’s Upstay’s checks (on Applications) are a reason to look twice, not a refusal.
- Test hotels are left out.
- Reps work in their own app; the Sales page only reads it.
Troubleshooting
Section titled “Troubleshooting”- A number says Not reported → Upstay has nothing recorded for it yet.
- “No events in the next 60 days” → No planner has an event coming up.