Frequently Asked Questions

Signing up is easy! Visit our Sign Up page, fill out the form with your information, and you'll have instant access. Start with 2 months free — limited time offer. Our guided onboarding gets you up and running in under 30 minutes.

Yes! Your first 2 calendar months are completely free with all core features — it's our limited time launch offer. You'll get a 30-minute onboarding call to get you up and running. After your trial, pay per property with volume discounts as you grow.

All you need is an email address to create your account. During onboarding, you'll add your properties, set up your fee structures, and optionally import existing reservations. Our guided setup process walks you through each step.

Yes! CohostIQ is designed to scale with your business. Whether you manage 5 properties or 500, our platform adapts to your needs. Smaller operators benefit from organized workflows and time savings, while larger operations appreciate the team management and advanced reporting features.

Most users complete the core onboarding in 15-30 minutes. This includes adding your company information, setting up properties, configuring fee structures, and inviting team members. Importing historical reservations may take additional time depending on how much data you have.

Our guided onboarding takes you through these steps:

1. What to Expect - Overview of the setup process and what you'll configure
2. Define Locations - Create your Markets, Cities, and Communities to organize properties
3. Payment Rules - Set up commission rulesets for how you get paid (management fees, owner-paid fees)
4. Connect Your PMS - Link to Hospitable or other property management systems (optional)
5. QuickBooks - Connect your QuickBooks account for accounting integration (optional)
6. Import Properties - Add properties from your PMS, manually, or via CSV import
7. Co-Host Rules - Configure billing rules and assign payment rulesets to properties
8. Taxes - Set up tax rates for your locations
9. Import Reservations - Bring in existing bookings from your calendar feeds
10. Team Members - Invite staff and assign roles (Cleaners, Maintenance, CSRs, etc.)
11. Company Settings - Configure company-wide preferences and defaults
12. Review & Go Live - Review your setup and activate your account!

Some steps can be skipped and completed later, while others are required to proceed. For example, you must add at least one property before setting up owners. However, you can skip the QuickBooks integration and come back to it anytime. The system will guide you on which steps are required.

CohostIQ supports multiple ways to import reservations:

• CSV Import - Upload a spreadsheet with your reservation data
• iCal Sync - Connect to Airbnb, VRBO, or other platforms that provide iCal feeds
• Manual Entry - Add reservations one at a time if needed

We provide templates and detailed instructions for each method during onboarding.

During onboarding, only the admin (the person who created the account) can complete the setup steps. Other team members who are invited will see a "Setup in Progress" page until the admin completes onboarding and clicks "Go Live." Once live, team members will have access based on their assigned roles.

Absolutely! Everything you set up during onboarding can be modified later. You can add more properties, change fee structures, update team member roles, and adjust settings anytime from your dashboard. Onboarding just gives you a structured way to get started.

CohostIQ connects directly to Property Management Systems like Hospitable to pull in your property and reservation data. This allows us to enhance your operations with powerful billing, owner statements, reporting, and team management features that your PMS doesn't provide. You keep using your PMS for guest communication and channel management while CohostIQ handles the operational and financial side.

CohostIQ's maintenance system goes beyond simple ticketing. You can track every appliance, piece of furniture, and item at each property with purchase dates and warranty information. When issues arise, you'll quickly identify "repeat offenders" - items that keep breaking down and may need replacement.

Tickets can be created manually or auto-generated from Hospitable, HostBuddy, and Turno integrations. Assign tickets to your maintenance staff or contractors, who receive notifications and can update status as they work. All maintenance costs are linked to specific items and properties for accurate owner billing.

CohostIQ automatically generates owner statements based on your reservations, fee structures, and logged expenses. Each statement shows gross revenue, management fees, cleaning fees, maintenance costs, and the net payout. Statements can be downloaded as PDFs and shared with owners. If you connect QuickBooks, statements can flow directly into your accounting.

The Owner Portal gives property owners their own secure login to view information about their properties. Owners can see upcoming reservations, review past statements, track property performance, and view maintenance history. This transparency builds trust and reduces the time you spend fielding owner questions.

CohostIQ includes a variety of reports:

• Revenue Reports - Track income by property, owner, or time period
• Occupancy Reports - See booking rates and identify gaps
• Year-over-Year Comparison - Compare performance across years
• Expense Reports - Analyze spending by category
• Tax Reports - Generate tax-related summaries

All reports can be filtered by date range and exported to CSV or PDF.

Yes! CohostIQ uses role-based permissions. You can assign users to roles like Admin, Manager, Cleaner, Maintenance, Purchasing, and CSR. Each role has specific permissions that determine what they can see and do. You can also assign specific properties to team members so they only see what's relevant to their work.

We accept all major credit cards (Visa, Mastercard, American Express, Discover) for monthly subscriptions. For annual plans or enterprise agreements, we can also accept bank transfers. Contact our sales team for custom billing arrangements.

Yes! You can upgrade or downgrade your plan at any time. When you upgrade, you'll get immediate access to additional features and the price difference will be prorated. When you downgrade, the change takes effect at the start of your next billing cycle.

No long-term contracts! Monthly plans are billed month-to-month and you can cancel anytime. We also offer annual plans at a discounted rate for those who prefer to pay yearly. Enterprise customers may have custom terms based on their specific needs.

If you cancel your subscription, you'll have access until the end of your current billing period. After that, your account will be deactivated but your data is retained for 90 days in case you decide to return. You can request a full data export at any time before or after cancellation.

Yes! Annual billing comes with a 15% discount compared to monthly pricing. When you choose annual billing, you pay for 10 months and get 12 months of service. This is a great option if you're committed to using CohostIQ long-term.