The setup roadmap

The nine steps, why they run in this order, and what "finished" looks like.

Nine steps take you from an empty system to a hotel that can take guests. Do them in order — each one depends on the last.

The nine steps

#	Step	What it covers
1	Hotel details	Name, logo, check-in and check-out times, ID formats
2	Staff accounts	The logins your team will use
3	Licence and Harmony Cloud	Unlock the gateway and room allowance
4	Gateways	The units on the network that reach the hardware
5	Floors and rooms	The structure of the building
6	Devices	Lights, thermostats, contacts and service buttons
7	Zones and readers	What a guest card is allowed to open
8	Automations	The IF / THEN rules that make the hotel act by itself
9	Email notifications	Guest confirmations and manager reports

Then connect any other systems and run the go-live checklist.

Why the order matters

This step…	needs this to exist already
Rooms	Floors
Devices	Gateways, and usually Rooms
Readers	Gateways and Zones
"Hotel room" zones	Rooms
Automations	Devices, Rooms, Readers
Any gateway or room at all	A licence with capacity left

The classic mistake is adding devices before the rooms exist. The devices then sit unassigned and you have to open every one of them again to attach it. Ten minutes spent on floors and rooms saves an hour later.

What "finished" looks like

When all nine steps are done you should be able to:

• Open Overview and see a card per room showing a live temperature, not a dash

• Press Make Up Room in a room and watch the alert reach the reception bell within seconds

• Create a test booking, check it in, and check it out again

• See the departure cleaning task appear on a housekeeping phone

• Sign in as each of the four roles and land on the right page

Working in a pair? One person takes steps 4 and 6 walking the building; the other takes 1, 2, 3 and 5 at a desk. Meet at step 7.