Welcome to Zonal PMS Onboarding

What does onboarding with Zonal look like?

This page is designed to give you a clear overview of the Zonal PMS onboarding journey from start to finish. Whether you’re just getting started or working through a specific stage, use this page to understand what to expect, what’s needed from you, and where you are in the process.

Stage 1 - Initial Kick Off

As part of the onboarding process, an Onboarding Partner will be in touch to arrange a kick-off call. This initial call will cover the key steps in the onboarding journey, introduce you to your onboarding team, confirm any initial requirements, and help get everything underway.

Stage 2 - Data & Registration

Registration Call

Once your business has submitted MIDs (Merchant Identification Number) and a Payment Gateway Application to Judopay, a call will be arranged as soon as possible to begin the data-gathering and onboarding process.

Data Gathering

Following the registration call, your Onboarding Partner will be in touch with all of the information you’ll need to have prepared ahead of that call. This will outline what are the key details needed to support the next steps.

During the call, we will also agree dates and times for your onboarding sessions, including:

  • Weekly check-in calls
  • Payment Gateway training and test session
  • OTA Quality Assurance (QA) session
  • Final QA session
  • Post–Go Live calls

A Go Live date will also be scheduled. This is when the system will be made live and when billing will commence. The earliest available Go Live date is four weeks after this stage has been completed, with Go Live dates scheduled from Monday to Thursday.

Key Dates

You will receive an email confirming the key dates for the next stages of onboarding, including management training, software installation, system training and Go Live.

Stage 3 - Training

Training Setup Steps

Before Go Live, there are several actions that must be completed to allow the onboarding team to continue with system setup. These may include uploading room and product images, add policies and Terms and Conditions, and enter information specific to your business.

You will receive an email outlining the pre-live actions required to progress this stage of onboarding, along with links to guidance within the Zonal Knowledge Base to help walk you through these steps.

For ease of reference throughout onboarding, it is recommended that the checklist page is bookmarked – you can also access this page from here
Training - Post Successful Payment Gateway Test Information

Once your Payment Gateway test has been completed successfully, you will be sent a guide on how to make the most of your new Payment Gateway. From this point, bookings can be entered manually along with the corresponding card details, and deposits will be taken automatically in line with the configured deposit rule criteria.

Deposits will not be taken automatically for any bookings entered before the Payment Gateway has been enabled and deposit rules have been configured.
Please do not utilise your Payment Gateway, until your Zonal PMS has been set Live. Failure to comply with this will result in the triggering of your Payment Gateway licensing fee, which is set to commence from your first 'post-training' transaction date

Stage 4 - Go Live

Once your business has gone live, you will receive an email with a summary of your key Go Live information, including details such as your domain status, property description, and any connected integrations. You will also receive your booking button code and a link to a short survey – we’d love to hear about your onboarding experience.

Additional Actions

You will receive instructions to share with your email configuration and IT security team for review and action.

It is important that the required changes are completed, as failure to do so may affect the successful delivery of emails sent from your PMS to your guests. Updating your Domain Name System (DNS) settings will help improve email deliverability, reduce the risk of messages being rejected or flagged as spam and provide added protection against fraudulent activity such as spoofing.

You will also receive guidance outlining the required OTA configuration to be completed ahead of your go-live date, including key room and rate plan setup requirements.