Getting Started with roommaster Web
This video tutorial provides a step-by-step walkthrough of the self-onboarding process for roommaster Web. Watch this video to learn how to accept your invitation, create your account, and import the Housekeeping module from roommaster Cloud into roommaster Web.
👉 Watch the complete onboarding tutorial here: Getting Started with roommaster Web
Overview of the Onboarding Process​
Your onboarding consists of two main steps:
- Accepting the invitation and creating your account
- Importing the Housekeeping module from roommaster Cloud to roommaster Web
Each step is explained in detail below.
Step 1: Accept the Invitation & Create Your Account​
1. Receive the Invitation Email​
You will receive an email invitation to join roommaster Web. This email includes:
- An Invite Link
- An Invite Code
Both are required to proceed with account creation.
2. Open the Invite Link​
- Click on the Invite Link provided in the email.
- You will be redirected to the Invite Page.
3. Verify the Invite Code​
- Enter the Invite Code exactly as shown in the email.
- Click Verify.
Once the code is verified, you will be redirected to the Create Account page.
4. Create Your Account​
On the Create Account page:
- Enter your Full Name
- Your Email Address will already be pre-filled
- Create a Password that meets the required security criteria
After completing the form, click Create Account.
5. Verify Your Identity Using OTP​
- A new email will be sent to you containing a One-Time Password (OTP).
- Open the email and copy the OTP.
- Return to roommaster Web and enter the OTP in the verification field.
- Submit the OTP to verify your identity.
6. Accept the Property Invitation​
After OTP verification:
- You will be redirected to the Property Selection Page.
- You will see the name of the property that invited you to join roommaster Web.
- Click Accept Invite.
- Select the property.
You will now be redirected to the Property Dashboard.
✅ Step 1 is now complete: Your account has been created and your invite has been accepted.
Step 2: Import the Housekeeping Module from RMC to RMW​
Once you reach the Property Dashboard, you can begin importing your Housekeeping data.
1. Open the Housekeeping Module​
- From the side menu, click on Housekeeping.
- You will be redirected to the Housekeeping module page.
2. Start the Import Process​
- Click on Continue Importing.
- This will open the Import Wizard.
3. Use the Import Wizard​
The Import Wizard will guide you through importing the following data from roommaster Cloud (RMC) into roommaster Web (RMW):
- Room Types
- Room Groups
- Rooms (Room Data)
- Staff / Housekeepers
- Cleaning Types
4. Select What You Want to Import​
At each step of the wizard:
- You can select or unselect any item.
- This allows you to control exactly what gets imported.
For example:
- If a staff member or housekeeper is no longer working at the property, you can uncheck their name so they will not be imported.
- Any unchecked item will not appear in roommaster Web after the import.
5. Complete the Import​
- The final step of the wizard is importing Cleaning Types.
- Click Finish to complete the import process.
Once the import is finished:
- You will be redirected to the Housekeeping module.
- Your rooms will be fully imported and displayed in the freshly set up Housekeeping dashboard.
✅ Step 2 is now complete: The Housekeeping module has been successfully imported.
You're All Set​
You have now:
- Created your roommaster Web account
- Accepted your property invitation
- Imported your Housekeeping module from roommaster Cloud
You can now start managing your housekeeping operations directly from roommaster Web.
If you need further assistance, please refer to the video tutorial displayed on the top of the page, related knowledge base articles or contact support.