Dashboard Tour and Setup Checklist

Haven gives new hosts two complementary nudges that orient you and tell you exactly what's still blocking bookings:

The Dashboard Tour — a one-time interactive walkthrough that runs on your first visit.
The Setup Checklist — a persistent side sheet that surfaces the things you still need to do (Stripe, plan, incomplete properties).

Both exist so you never have to guess what "ready to take bookings" means.

Dashboard Tour

The Dashboard Tour is a 7-step modal that opens automatically the first time you reach your Host Dashboard. It's a quick orientation — about 60 seconds — covering the layout, the major tabs, and the key features by name.

The 7 steps

Your dashboard at a glance — the Overview tab, priority tasks, and the multi-property schedule.
Manage your properties — Sites → Single Property, Sites → Multi-Unit, Create Listing, Create Multi-Unit Site.
Engage your guests — Guest CRM, Emails, and the guest portal app.
Printables, offers & integrations — Documents, Guest Offers, and PMS Integrations.
Turn your property into a brand — custom URLs, custom domains, public profile.
Track your performance — the Stats subtab under Payouts & Accounting.
Settings & resources — Settings (Billing, Domains, Damage Protection, Public Profile), Refer & Earn.

Re-opening the tour

The tour is marked as "seen" once you finish or dismiss it. If you want to see it again later, open the Ask Assistant chat in the header and ask "Show me the dashboard tour" — the chat can re-trigger it for you.

Setup Checklist (side sheet)

The Setup Checklist is the persistent companion to the tour. It does not auto-dismiss; it stays present until everything inside it is green. You'll see it as:

A status pill in the Host Dashboard header / sidebar ("Setup", with a count of outstanding items), and
A side sheet when you open it, property each outstanding item with a direct action.

What it tracks

Item	Why it matters	Resolves when…
Stripe payouts	No property can accept money until Stripe is connected and verified	Stripe account is effectively verified
Choose a plan	Free plan = properties are private; no public bookings	You're on a paid plan
Incomplete properties	A property is missing photos, title, description, location, or pricing	The property-level bookability checklist is fully green

Each row is a one-click jump to the screen that resolves it (Stripe Connect onboarding, the inline plan picker, or the property's Visibility section).

When the checklist disappears

The checklist closes automatically once every item is complete. From that point forward, the slot is reused only if a new gap appears — for example, if you add a new property and haven't finished setting it up yet, that property reappears in the Incomplete properties section until its bookability checklist is fully green.

Priority Tasks (Overview tab)

Separate from the Setup Checklist, the Overview tab has a Priority Tasks column on the left. These are operational tasks tied to bookings, not setup:

Create your first property — when you have no properties yet
Complete setup for a property — when a property exists but isn't bookable yet
Accept or reject pending bookings — when guests have requested reservations
Complete setup for additional properties — when some are ready and others aren't

Each task links directly to the relevant page. See Host Dashboard Overview for the full overview-tab walkthrough.

How they relate

Surface	When it shows	What it covers
Dashboard Tour	Once, on first visit (re-runnable via chat)	Orientation — where things are, what each tab does
Setup Checklist	Until empty	Account-level setup gates (Stripe, plan, incomplete properties)
Priority Tasks	Always on Overview tab	Day-to-day actions (pending bookings, incomplete properties)
Bookability checklist (per property)	Inside each property's Visibility section	Property-level fields blocking that specific property

If you're new, work from top to bottom: take the tour, clear the Setup Checklist, then use Priority Tasks for ongoing operations.