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VillaDesk
Onboarding guide

Your first 30 minutes with VillaDesk.

From sign-up to a confirmed booking — every step, exactly what you tap, and what the app does for you behind the scenes.

14-day free trial No card needed Pay by UPI First booking in 30 min
Start free trial See the 7 steps
A
Follow along

We'll set up Nest Villa in Lonavala with owner Amit Sharma — a real, end-to-end example you can copy.

9:41
VillaDesk
A
TodayBookingsLeads
Saturday, 7 June · Good morning
Amit's desk
04
Check-ins
02
Check-outs
18
Active stays
₹2.4L
This month
Copy-ready · 1 waiting
Today Bookings Leads More
1
Sign up
Phone + OTP
2
Business setup
UPI unlocks app
3
First property
Nest Villa
4
Settings & branding
Logo, defaults
5
Caretakers
Staff logins
6
Install the app
Home screen
7
Go live
First booking
The setup, step by step

Seven steps. Most owners finish before their chai goes cold.

Steps 1–3 get you taking bookings. Steps 4–6 make you look like a chain. Step 7 is your first confirmed stay.

1app.villadesk.in/signupRequired

Sign up with your phone

No email, no password games. Amit enters his phone number, gets a 6-digit code by SMS, then sets his name, business and a password.

  • Enter +91 98220 14455 → tap Send code
  • Type the 6-digit OTP, owner name, business name, and a password (8+ characters)
  • You're signed in instantly — no confirmation email to chase

Behind the scenes, VillaDesk creates your business on the Starter plan with a 14-day free trial — no card required.

9:41

Verify your number

We sent a code to +91 98220 14455 · Edit

4
8
2
9
1
5
Resend code in 0:21
Amit Sharma
Nest Villa Retreats
••••••••
At least 8 characters
Verify & continue
14-day free trial · No card needed
2/onboardingThe gate

Set up your business & UPI

This is the one screen that unlocks the rest of the app. Your UPI ID is the address guests pay to — set it, and the whole desk opens up.

  • Business name & owner name are pre-filled from sign-up
  • Add your UPI ID — e.g. nestvilla@hdfc
  • Address & GSTIN are optional — they show on invoices

Until a UPI ID is saved, every page redirects here. The moment you save it, you land on Today with the full app unlocked.

9:42

Set up your business

One quick step, then your desk is ready.

Nest Villa Retreats
Amit Sharma
nestvilla@hdfc Unlocks app
The payment address guests see at checkout
Old Mumbai–Pune Rd, Lonavala
Appears on invoices
Save & open my desk
3/properties/newTo take bookings

Add your first property

Tell VillaDesk about Nest Villa. Only name and location are required — the rest sharpens your quotes, invoices and guest messages.

  • Bedrooms, max guests, and a base rate per night
  • House rules like pets allowed — a no-pets villa hard-blocks pet bookings
  • Optional per-property UPI, gate code, Wi-Fi and an accent colour for invoices

The calendar blocks overlapping stays automatically — so you can never double-book a villa. Starter includes up to 3 properties.

9:44
Properties

Add property

Starter · 1 of 3

Nest Villa
Lonavala, Maharashtra
4
8
2
₹18,000
Pets allowed
Blocks pet bookings when off
Save property
4/settingsRecommended

Tune defaults & add invoice branding

The defaults are already sensible — adjust only what matters to you, then drop in your logo so every invoice looks like a brand.

  • Advance threshold — a booking auto-confirms once this share is paid (default 25%)
  • Repeat-booking offer — how long after check-out to prep a win-back (default 30 days)
  • Upload a logo + tagline — rendered on every GST invoice Growth+

The privacy toggle keeps guest phone numbers masked from caretakers by default — turn it off only if you want staff to see full numbers.

9:47
More

Settings

Booking automation
Advance to auto-confirm
25%
Repeat-offer delay
30 days
Caretakers see full phones
Off — numbers stay masked
Invoice branding · Growth+
nest-villa-logo.png
Uploaded · shows on invoices
Your home in the hills
5/caretakersOptional · Growth+

Add caretaker logins

Give on-property staff their own login — scoped to just the villas they run. They see arrivals and tasks, never your finances.

  • Add name, phone and password — then assign properties
  • No Leads, Revenue, Billing or invoice downloads
  • Guest phones stay masked unless you allowed it in Settings

Caretaker seats by plan: 0 on Starter · 2 on Growth · unlimited on Pro. On Starter, adding one prompts a quick upgrade.

9:51
More

Caretakers

Property-scoped staff logins

R
Ravi Kadam
+91 ••••• ••455 · Nest Villa
Active
Add caretaker
e.g. Sunita More
+91 98••• •••••
Nest Villa ✕
Add caretaker
Finances & invoices stay hidden from staff
6/installRecommended

Install VillaDesk on your phone

VillaDesk runs as an app, not a browser tab. Add it to your home screen and it behaves like any native app — and auto-updates itself.

  • iPhone: Share → Add to Home Screen
  • Android: tap Install app when prompted
  • Works offline-friendly and updates on every new release

Share the same /install link with your caretakers so everyone runs the latest version from their home screen.

9:55

Add to home screen

Run VillaDesk like a native app

iPhone Android
1Tap the Share icon in Safari's toolbar
2Scroll and choose Add to Home Screen
3Tap Add — the VillaDesk icon lands on your home screen
Got it
7/leads → /bookingsGo live

Your first booking — and you're live

A guest calls about 12–14 Dec. Amit quick-adds the lead, quotes ₹36,000, records the advance — and at 25% the booking auto-confirms.

  • Confirmation fires the message sequence — confirm, pre-arrival, review request
  • Each message is copy-ready from your own WhatsApp, or auto-sent once connected
  • Today becomes home base: arrivals, balances due, and what to chase

Every stay flows through the 10-stage pipeline — so nothing is forgotten between Lead and Repeat.

10:02
VillaDesk
A
TodayBookingsLeads
Aarav Mehta
Confirmed
Nest Villa · 12–14 Dec · 2 nights
Total
₹36,000
Advance
₹24,000
Balance
₹12,000
Booking pipeline
Lead Quoted Confirmed Check-in In-stay Repeat
Today Bookings Leads More
Ready when you are

Set up your desk in the next 30 minutes.

Start the free trial and log your first booking in five fields. Plus a 30-minute WhatsApp onboarding with a real person — we'll walk these steps with you.

Start free trial WhatsApp us

14-day free trial · No card · Pay by UPI · First booking in under 30 min.