Get Propeter live in 5 steps
Setup
Integration
Configuration
Setup
Live
Account Setup
Configure your property profile, invite your team with the right roles, enable security, and set notification preferences before connecting any systems.
Team Roles & Permissions
Propeter uses a three-tier role system. Assign the appropriate role to each team member during invite — roles can be changed at any time by an Admin.
Admin
Full platform access including billing, user management, integration credentials, API keys, and security policy settings. Typically assigned to the General Manager or Revenue Director.
Full AccessRevenue Manager
Full access to the Revenue Engine, Rate Configuration, Channel Management, Forecasting, and Reports. Cannot access billing or user management. For your primary revenue management user.
Revenue AccessFront Office
Read-only dashboard access showing today's occupancy, RevPAR, and rates. Can make manual availability adjustments and close specific dates. Cannot change rates or configuration.
Read + AvailabilityNavigate to Settings → Team Members
From your dashboard, click the Settings icon (⚙️) in the left navigation and select Team Members from the menu.
Click "Invite Team Member"
Enter the user's work email address, select their role from the dropdown (Admin, Revenue Manager, or Front Office), and add an optional display name.
Send the invitation
The invited user will receive an email with a secure invite link valid for 72 hours. They will be prompted to set a password and configure 2FA on their first login.
Two-Factor Authentication (2FA)
We strongly recommend enabling 2FA for all users, and requiring it for Admin and Revenue Manager roles. 2FA protects your rate configuration and billing data from unauthorised access.
Security note: Propeter uses TOTP-based 2FA only (Google Authenticator, Authy, 1Password). SMS-based 2FA is not supported due to SIM-swap vulnerability risks. Store your backup recovery codes in a secure password manager — they cannot be recovered if lost.
Open Account Settings → Security
Click your profile avatar in the top-right corner of the dashboard and select Account Settings, then navigate to the Security tab.
Click "Enable Two-Factor Authentication"
A QR code will be displayed. Open your authenticator app (Google Authenticator, Authy, or 1Password) and scan the QR code to add Propeter to your app.
Enter the 6-digit verification code
Enter the current code shown in your authenticator app to confirm the setup. You will then be shown 8 backup recovery codes — download and store these securely.
(Admin only) Enforce 2FA for all users
Go to Admin → Security Policy and toggle on "Require 2FA for all users." Existing users without 2FA will be prompted at their next login. New invites cannot complete setup without configuring 2FA.
Notification Preferences
Configure which alerts you receive and how. Propeter supports in-app, push (mobile), and email notifications for different event types.
| Notification Type | Recommended Recipients | Channel | Default |
|---|---|---|---|
| Rate Change Summary (daily) | Revenue Manager, Admin | Email + Push | ✅ On |
| Anomaly Alert (sudden occupancy change) | Revenue Manager | Push | ✅ On |
| Low Occupancy Warning (14 days out) | Revenue Manager, GM | Email + Push | ✅ On |
| Stop-Sell Triggered | Revenue Manager, Front Office | Push | ✅ On |
| Integration Error | Admin | Email + In-app | ✅ On |
| Weekly Revenue Digest | GM, Owner | ⬜ Off | |
| Monthly Performance Report | Owner, Finance | ⬜ Off |
Notification preferences are managed at Settings → Notifications. External email recipients (e.g., hotel owner) can be added as report recipients without a full user account.
PMS Integration
Connect your Property Management System to Propeter. This is the most technically important step — it establishes the two-way data flow that powers the AI Revenue Engine.
Supported PMS Systems
Propeter has certified native integrations with the following systems. If your PMS is not listed, contact support — we can often accommodate via our universal REST API.
Opera Cloud
Oracle Hospitality
CertifiedMews
Mews Systems
CertifiedCloudbeds
Cloudbeds Inc.
CertifiedClock PMS+
Clock Software
CertifiedeZee Absolute
eZee Technosys
CertifiedIDS Next
IDS Next Business
CertifiedIntegration Steps
Navigate to Settings → Integrations → PMS
Select your PMS from the list of certified integrations. If your PMS is not listed, select "Custom API Integration" at the bottom of the list.
Generate or retrieve your PMS API credentials
In your PMS admin panel, navigate to API Settings or Third-Party Integrations and generate an API key or OAuth token for Propeter. For Opera Cloud, you will need your Client ID, Client Secret, and the OPERA Cloud REST API endpoint URL for your instance.
Enter credentials in Propeter and test the connection
Paste your API credentials into the Propeter integration form and click "Test Connection." Propeter will attempt a read-only data pull. A green success indicator confirms the connection is live.
Map room types
Propeter will automatically detect the room types in your PMS. Review the auto-mapping and ensure each room type name and room count is correctly assigned. This mapping is used by the Revenue Engine for per-room-type pricing and inventory management.
Trigger historical data sync
Click "Sync Historical Data" to import up to 18 months of past reservations. This process runs in the background and typically completes within 2–4 hours depending on your reservation volume. You will receive an in-app notification when the sync is complete.
Enable rate write-back
In the PMS integration settings, toggle on "Enable Rate Write-Back" to allow Propeter to push recommended rates directly back to your PMS. This ensures rates are consistent across the PMS front desk view and OTA channels simultaneously.
Data Sync Timeline
Initial connection and room type mapping
Propeter reads room types, rate plans, and current availability from your PMS. Data visible in the Setup Review screen immediately.
18 months of reservation data ingested
Propeter imports all reservations, cancellations, no-shows, and rate data from the past 18 months. The AI models begin training as data arrives. For properties with 50+ rooms and high volume, this may extend to 6–8 hours.
Demand Forecast and Elasticity models ready
The Demand Forecast Agent and Price Elasticity Agent complete initial model training. You will see forecast data appear in the Demand Calendar and the first AI rate recommendations generated (but not yet published to channels).
Live reservation data flowing in real time
New reservations and cancellations flow in real time via the PMS API. The AI refines its models continuously. Rate recommendations are now available for review before proceeding to channel setup.
Tip: If your PMS does not provide 18 months of history via API, export a CSV of historical reservations from your PMS and upload it via Settings → Integrations → Manual Data Import. Propeter accepts standard reservation CSV files with arrival date, room type, rate, channel, and booking date columns.
Rate Configuration
Set your pricing guardrails, define your rate plan structure, and configure OTA parity rules. This step is critical — the AI operates within the boundaries you set here.
Setting Floor & Ceiling Guardrails
Guardrails are per-room-type hard limits that the AI Revenue Engine can never breach. Configure these in Revenue Settings → Rate Configuration → Guardrails.
Floor rate guidance: Set the floor at your direct cost per occupied room plus a minimum margin buffer. Include: staff costs, utilities, laundry, amenities, and a fixed overhead allocation. Do not set the floor at rack rate — this prevents the AI from filling rooms on low-demand nights.
Ceiling rate guidance: Set the ceiling at the highest price you have ever seen your market bear — typically 2.5×–3× your average peak season BAR. Ceilings that are too conservative will cap your revenue during exceptional demand events (large conferences, major sporting events, etc.).
| Room Type | Recommended Floor Method | Recommended Ceiling Method | Review Frequency |
|---|---|---|---|
| Standard Room | Variable cost × 1.3 | Peak season BAR × 2.5 | Quarterly |
| Superior Room | Standard floor × 1.15 | Peak season BAR × 2.5 | Quarterly |
| Deluxe / Junior Suite | Standard floor × 1.40 | Peak season BAR × 3.0 | Quarterly |
| Suite / Penthouse | Standard floor × 2.0 | Highest ever rate × 1.5 | Bi-annually |
Rate Plan Hierarchy
All rate plans in Propeter are derived from the Best Available Rate (BAR) using percentage offsets. When the AI updates the BAR, all child plans update automatically.
Go to Revenue Settings → Rate Plans
Your PMS rate plans were imported during the integration step. Review the auto-detected rate plans and verify they are correctly linked to your room types.
Set BAR as the master rate
Select the rate plan that represents your Best Available Rate (typically "Standard Rate" or "Flexible Rate") and designate it as the BAR_MASTER plan. All other plans will be derived from this.
Configure offset percentages for each child plan
For each derived rate plan, set the discount percentage relative to BAR. Typical offsets: Non-Refundable (−10%), Advance Purchase 21 Days (−7%), Advance Purchase 7 Days (−4%), Member Rate (−8%), Corporate Negotiated (agreed %). Offsets can be positive (premium plans) or negative (discount plans).
Set plan availability windows
Configure when each rate plan becomes available for booking. Non-Refundable plans are typically available at all lead times. Advance Purchase plans should only be available beyond their qualifying lead time (e.g., AP-21 is available when the arrival date is more than 21 days away).
OTA Rate Parity Settings
Configure how your rates compare across channels. Select the parity mode that fits your distribution strategy.
| Mode | How It Works | Best For | Plan Required |
|---|---|---|---|
| Strict Parity | Identical rates on all channels at all times | Properties bound by OTA strict parity clauses | All Plans |
| Loose Parity | OTA rates up to 3% higher than direct; direct has price advantage | Most independent hotels wanting a direct booking edge | All Plans |
| Differential | Fully custom rates per channel; set individual rules per OTA | Properties with negotiated OTA deals or multi-brand strategies | Professional+ |
Recommended setup: Use Loose Parity mode and set your Direct Advantage to 5%. This means your direct booking website always shows rates at least 5% below any OTA. Display a "Best Price Guarantee" message on your booking engine to promote direct conversions. This setup is compliant with most OTA parity clauses which typically allow a direct advantage of up to 10%.
Channel Setup
Connect your OTA channels, set channel priority, configure rate push settings, and define stop-sell rules for each channel.
Connecting Channels
Navigate to Channel Management → Add Channel
Select the channel you want to connect from the list of supported integrations. For Booking.com, Expedia, and Airbnb, Propeter uses certified direct API connections that require you to authorise the connection from within your OTA extranet.
Authorise the connection in your OTA extranet
For Booking.com: Go to your Extranet → Apps → Connectivity Providers → search for "Propeter" → Grant Access. For Expedia: Login to Expedia Partner Central → Connectivity → click the Propeter invitation link sent to your registered email. For Airbnb: Use the OAuth flow — click "Connect with Airbnb" in Propeter and log in to your Airbnb host account when prompted.
Map room types to channel room categories
Each OTA uses different room category names. After connecting, map each of your Propeter room types to the corresponding room category on the OTA. This ensures rate pushes reach the correct room listing on each channel.
Map rate plans to channel rate codes
Map each Propeter rate plan to the corresponding rate code on the OTA. For Booking.com, this includes mapping to your room-rate combination codes. For Expedia, map to Expedia rate plan IDs. Your setup specialist will assist with this mapping during the onboarding call.
Run a test rate push
Click "Send Test Rate Push" in the channel settings. Propeter will push a test rate update to the channel with a safe future date (typically 180 days forward). Verify the rate appears correctly in the OTA extranet within 15–30 minutes. Do not proceed to go-live until the test push is verified for each channel.
Channel Priority & Rate Push Settings
Configure how Propeter manages rate updates across multiple channels simultaneously.
| Setting | Options | Recommended Default |
|---|---|---|
| Push Mode | All channels simultaneously / Sequential by priority | All channels simultaneously |
| Push Horizon | 30 / 90 / 180 / 365 days forward | 365 days |
| Minimum Rate Change | Push only if rate changes by £1 / £5 / £10 / any amount | £5 (prevents micro-updates) |
| Direct Channel Priority | Always update direct booking engine first | Enabled |
| Rate Push on Override | Push immediately / wait for next cycle | Push immediately |
Stop-Sell Rules
Stop-sell rules automatically close a room type on OTA channels when inventory drops below a threshold, protecting last-minute rooms for direct bookings at zero commission.
Set stop-sell threshold per room type
In Channel Management → Stop-Sell Rules, set the inventory threshold for each room type. Default is 3 rooms remaining. A threshold of 2–4 rooms is appropriate for most properties; larger hotels may set higher thresholds to account for last-minute group enquiries.
Configure which channels are affected by stop-sell
Typically, stop-sells close OTA channels but keep your direct booking engine and website open. You can configure this per channel in the stop-sell rule settings. Some properties also keep Booking.com open but with a higher rate to capture last-minute demand at premium pricing.
Enable stop-sell notifications
Turn on push notifications for stop-sell events so your revenue manager is alerted immediately when a room type closes on any channel. This is enabled by default in Notification Preferences but worth verifying before go-live.
Go Live
Before switching on automated AI pricing, complete this pre-launch checklist to ensure everything is configured correctly. Your setup specialist will review this with you on your go-live call.
Pre-Launch Checklist
Work through each item below. Items marked Critical must be completed before go-live. Items marked Recommended should be completed within the first week.
-
PMS integration confirmed working: At least 2 new reservations have been ingested in real time from your PMS since the integration was set up. Verify in Integration Activity Log. Critical
-
18 months of historical data synced: The historical data sync is showing 100% complete in Settings → Integrations. The Demand Calendar shows forecast data for the next 365 days. Critical
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Floor and ceiling guardrails set for all room types: Every room type has a configured floor rate above your variable cost and a ceiling rate. Verify in Rate Configuration → Guardrails. Critical
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Rate plan hierarchy configured: BAR master plan identified and all child rate plans have correct offset percentages. Verify in Rate Plans — all plans show "Derived from BAR" status. Critical
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Test rate push successful on all connected channels: A test push has been sent and verified on every connected OTA. Rate appeared correctly in OTA extranet within the expected timeframe. Critical
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OTA parity mode selected: Parity mode is set to Strict, Loose, or Differential in Rate Configuration → Parity Settings. The Direct Advantage percentage is configured. Critical
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Compset configured with 4–8 competitor properties: Competitive set is set up in Competitive Intelligence. Rate tracking has run at least one cycle and compset data is visible in the dashboard. Recommended
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Stop-sell thresholds set for all room types: Stop-sell inventory thresholds are configured and tested. At least one test stop-sell event has been triggered and verified on a non-live date. Recommended
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Team members invited and 2FA enabled: All relevant team members have active accounts and 2FA is enabled. Admin has verified the security policy settings. Recommended
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Mobile app installed and notification preferences set: Revenue Manager and Admin have installed the mobile app and tested push notifications. Daily rate digest email is configured. Recommended
Go-live mode: We recommend starting in Semi-Automated Mode for your first 2–4 weeks. In this mode, the AI generates rate recommendations but holds them for your approval before publishing. This lets you build confidence in the system's decisions before switching to full automation. Enable Semi-Automated Mode in Revenue Settings → Automation Mode.
Your First 7 Days — What to Expect
Here's what typically happens in the first week after go-live and what you should monitor.
Calibration Period
The AI makes conservative adjustments as it observes live booking behaviour. Rates may not change dramatically at first — this is normal. Review the Rate History log and the Explainability panel.
First Optimisations
The system begins identifying clear pricing opportunities — high-demand dates where it recommends rate increases, and low-demand dates where it nudges rates down to stimulate early bookings.
Booking Pace Active
Booking pace data starts building. The system begins adjusting rates in response to pick-up trends — accelerating rates on fast-pacing dates and applying promotional nudges on lagging dates.
First Week Review
Review your first Week-on-Week RevPAR comparison in the Performance Dashboard. Schedule a check-in call with your Customer Success Manager to discuss the week's performance and any adjustments.
How to Read the Dashboard in Your First Week
Focus on these four panels during your first week on Propeter:
Performance Summary (top of dashboard)
Shows today's occupancy %, ADR, RevPAR, and total room revenue — each with a comparison to the same day last year and your configured budget target. A green arrow means Propeter is tracking ahead of your benchmark. The 30-day forward RevPAR forecast is also shown here.
Demand Calendar
A colour-coded calendar showing the AI's demand forecast for each future date: green (low demand, promotional pricing in effect), amber (moderate demand, standard pricing), red (high demand, premium pricing applied). Click any date to see the full rate breakdown, MPI score, and any active events driving demand.
Rate History Log
Lists every rate change made by the AI and by your team, in reverse chronological order. Each entry shows: what changed, from what rate to what rate, the reason (e.g., "Booking pace 22% ahead of curve for 2026-05-18"), and which channels were updated. This is your primary audit trail.
Competitive Position Panel
Shows how your current rates compare to your compset for the next 30 days. A position of "1 of 6" means you are the lowest-priced hotel in your compset — useful for validating that your strategy is correctly positioned. Click any compset hotel to see their full rate history for a specific date.
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