When you set up Kube, you start by configuring global settings that customize how Kube functions for your organization.

When you perform setup tasks, you can do so in the following order. If your organization does not use a certain feature, you do not need to complete the setup for it.

NOTES:

This section is intended for Owners and Property Admins.
Depending on the version of Kube your organization uses, some of these articles may not be available, may not be applicable, or may require additional setup.

Setup workflow

System setup	Operator Settings Updating the operator profile Setting booking options Activating space options Setting default company billing options Setting default company group options Setting default member portal options Setting default prospect portal options Setting default email template options Setting default property options Setting default contract options Setting the default user security template Setting up external reference captions Setting MIMO tags
	Internal users and permissions Adding a property list Adding a role Customizing role permissions Customizing YSR report permissions Adding an internal user
	Member and Prospect Portals Adding a custom URL Uploading website logo and favicon Customizing customer portal colors Viewing custom JavaScript Customizing the member portal menus Customizing the prospect portal menus
	Memberships Adding a membership type
	HubSpot HubSpot Integration setup
	Visitor Management Setting the background screen image Customizing the home page section tiles and text Adding authorized devices
	Groups Adding a space group Adding a booking discount group Adding a 24/7 booking access group
	Custom Fields CRM Custom Fields Contract Custom Fields Space Custom Fields Support ticket custom fields Check-In Custom Fields Property Custom Fields Checklists Custom Fields Receivables Custom Fields File Category Custom Fields Email Campaign Custom Fields Event Custom Fields
	Templates Creating a custom contract template Creating a custom invoice template Reviewing and editing email templates Adding an email template for email workflows Adding an email template for Activity Feed emails Adding an SMS template for SMS workflows Editing the ySign Express form templates Editing the Move Out form templates
	Workflows Contract Workflows Email Workflows ySign Workflow Lead Workflows Support Ticket Workflow SMS Workflow
	Imports Importing data into Kube
Accounting setup	GL Accounts & Charge Codes Setting GL account length Adding a GL account Adding a charge code Setting default system GL accounts and charge codes Setting discount charge codes
	Invoices Formatting invoice number length Setting whether invoices send by property or company Turning invoice approval on or off
	Payments Turning on intercompany billing Selecting payable default settings Setting accepted online payment types Selecting unaccepted payment types Setting whether unsettled electronic payments can be voided Setting the charge payment sequence Setting the default receipt type Setting whether a deposited payment can be voided
	Taxes Adding an international tax rate NOTE: If your organization uses United States tax, skip this step.
	Bank Accounts Adding a property bank account
	Payment Processing Setting up payment processing
Property setup	Property Information Reviewing and editing property information Uploading property master terms of service Uploading property master privacy notice Uploading key documents Updating property hours of operation Uploading property logos and images Uploading a property's digital business signature stamp (Japan) Syncing, publishing, and unpublishing a property to Yardi ILS
	Property Accounting Adding a domestic tax code to a property NOTE: If your organization uses international tax, skip this step. Adding a property bank account NOTE: If you already added bank accounts during system setup, skip this step.
	Contract Settings Setting when the first month of a contract is charged Setting property default contract options Setting click to cancel Setting a property's notice to vacate time frame
	Amenities & Packages Amenities & Packages Adding a package group Choosing package group and amenity order Uploading a custom identity proof form
	Booking Settings Selecting who can book in the past Connecting a property to Google Calendar Setting who can book on holidays Adding a holiday schedule Restricting booking edits within the cancellation period
	Scheduled Task Automation Setting invoice automatic generation details Setting automatic payment settings Adding a late fee to a property Changing when future bookings are added and hours/credits/coworking passes are reset
	Templates Creating a custom contract template Creating a custom invoice template Reviewing and editing email templates NOTE: If you already added templates during system setup and do not want to use property-specific templates, skip this step.
	Floors Adding a floor Changing the default floor
	Visitor Management Setting property visitor management colors Adding authorized devices
Space setup	Space Information Adding a space Adding and editing space images Connecting a space to Google Calendar
	Space Pricing Adding space pricing Assigning a credit value for a space NOTE: If your organization uses hours, skip this step.
	Space Booking Settings Adding a space cancellation policy and fees Selecting amenities to offer at time of booking Setting space order in the Bookings Calendars
Access control setup NOTE: If your organization does not use access control, skip these setup steps.	System Setup Adding an access control schedule
	Property Setup Setting a property's door availability buffer time for bookings Adding a door Mapping a door to a space Adding an access group Adding an access control credential Setting a door's auto unlock schedule Adding an access control credential amenity
	Member Setup Configuring access control amenities Assigning an access group to a member
Data/Wi-Fi setup NOTE: If your organization does not use data/Wi-Fi, skip these setup steps. Depending on the features your organization uses, you may not need to complete all setup steps included in this list.	Network Settings Setup Adding a company network setting Adding a company DHCP reservation Configuring a company's firewall
	Public IP Setup Configuring a company's public IP address Updating a company's public IP address
	Service Plan Setup Setting a default internet service plan
	Special VLAN Setup Adding a special VLAN Adding a special VLAN DHCP reservation Adding a BYOD device to a special VLAN
	Switch Port Setup Connecting internet to a space Editing switch port options
Voice setup NOTE: If your organization does not use voice, skip these setup steps. Depending on the features your organization uses, you may not need to complete all setup steps included in this list.	Auto Attendant Setup Configuring system auto attendant settings Configuring property auto attendant settings Configuring company auto attendant settings
	Call Processing Setup Configuring system call processing Configuring property call processing Configuring company call processing Configuring member call processing Setting basic member incoming call configurations Setting member selective incoming call forwarding Setting member simultaneous incoming call forwarding Setting member sequential incoming call forwarding Setting member outgoing call configurations
	Hunt Group Setup Configuring system reception hunt group settings Configuring property reception hunt group settings Configuring company hunt group settings
	Reception Console Setup Configuring system reception answering settings Configuring property reception answering settings
	Voicemail Setup Configuring company voicemail options Configuring member voicemail options

Kube v20.2 June 4, 2025

Kube glossary

Adding a booking units amenity

Adding a coworking pass amenity

Kube v20.5 October 15, 2025

Kube setup checklist

Setup workflow