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Concierge Service App
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Concierge Service App · Available now

Keep each guest stay and service request in view.

Concierge Service App keeps the guest, reservation, assigned resource and service work together. A property manager can review a requested stay against the resource's capacity and dates, then record its confirmed status.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequested Stays
Concierge Service App · Bookings

Requested Stays

Bookings in one list

New booking
Bookings in view
6
Total guest count
171
Requested
6
Reservation numberGuestResourceStarts atEnds atGuest count
BKN-90373Tomas BenaliCourtyard event room21 Oct25 Oct34
BKN-42132Amira VegaTreatment room 226 Oct02 Nov34
BKN-66082Amira VegaTerrace dining table 619 Oct26 Oct33
BKN-25383Nadia ParkCourtyard event room17 Oct19 Oct11
BKN-22467Nadia ParkRooftop dining table 323 Oct25 Oct32
6 of 6 records
Tomas BenaliBookings · BKN-90373
Requested
ResourceCourtyard event room
Starts at21 Oct
Ends at25 Oct
Guest count34
Confirm stayBKN-90373 · Tomas Benali

Property Manager reviews the resource and requested dates before confirming.

Waiting for Property Manager
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

See each stay and its service work

Every feature works on the same records. Pick one to see the screen your team works in.

Guests and stays

Keep the reservation party, arrival, departure and assigned resource together.

  • Guest identity
  • Stay terms
  • Lifecycle
  • Guests
  • Bookings
  • Resources
  • Rate plans
Explore guests and stays
OverviewChecked In Stays
Concierge Service App · Guests and stays

Checked In Stays

Checked out waits for the property manager

New
Reservation numberGuestResourceStarts atEnds atStatus
BKN-59439Amira VegaRoom 204, king20 Oct26 OctChecked in
BKN-65229Amira VegaRooftop dining table 317 Oct24 OctChecked in
BKN-71151Tomas BenaliTerrace dining table 611 Oct19 OctChecked in
BKN-56040Ravi OkonkwoHarbor Suite, two bedroom22 Oct30 OctChecked in
BKN-19209Jules RahmanRooftop dining table 321 Oct30 OctChecked in
6 of 6 records
Amira VegaBookings · BKN-59439
Checked in
ResourceRoom 204, king
Starts at20 Oct
Ends at26 Oct
Example screen with sample data
Process

Follow the guest from request to departure

From guest request to checked-out stay ships ready to use. 2 steps need a named approval before the work moves on: Confirm stay (Property Manager) and Review checkout (Operations Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Capture booking

    Record the guest, dates, party size and requested resource.

    Tomas BenaliBKN-90373 · Property Manager
    Capture bookingBy Property Manager

  2. Review availability

    Check capacity, resource state and other bookings for the same dates.

    Tomas BenaliBKN-90373 · Property Manager
    Review availabilityBy Property Manager

  3. Confirm stay

    Property Manager decides whether the requested stay can be confirmed.

    Tomas BenaliBKN-90373 · Property Manager
    Confirm stayBy Property Manager
    ApprovalProperty Manager reviews the resource and requested dates before confirming.

  4. Check in guest

    Record arrival against the confirmed reservation.

    Tomas BenaliBKN-90373 · Property Manager
    Check in guestBy Property Manager

  5. Record service and charges

    Keep guest requests, outlet plans and charges linked to the stay.

    Tomas BenaliBKN-90373
    Record service and charges

  6. Review checkout

    Operations Reviewer examines charges and receipts before departure.

    Tomas BenaliBKN-90373 · Operations Reviewer
    Review checkoutBy Operations Reviewer
    ApprovalOperations Reviewer examines the stay's charges and payment evidence.

Start with Reservation review

Inside a record

Connect outlet, payment and accounting handoffs

Open any booking to see its booking resources, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Resource, Starts at, Ends at and Guest count.

  2. 2
    Booking resources

    Each line is linked to this booking.

  3. 3
    Who works on it

    Property Manager, Front Desk Agent and Finance Officer, each with their own permissions.

  4. 4
    Process stages

    Capture booking and Review availability, with the role that acts.

  5. 5
    Approvals

    Confirm stay and Review checkout, with who decides.

Requested StaysTomas Benali
Concierge Service App · Bookings

Tomas Benali

Courtyard event room · Requested

Log activity
1
Record details
ResourceCourtyard event room
Starts at21 Oct
Ends at25 Oct
Guest count34
2
Booking resources

Tomas Benali

Booking numberBookingResource type
BR-70136Sofia Chen, family suite stayRestaurant
BR-30528Elisa Moreno, Room 204 staySpa
BR-10078Tomas Benali, Harbor Suite stayRestaurant
Booking resources
6
Total guest count
77
3

Who works on it

  • Property ManagerManage booking resources, Bookings, guest requests, Guests…
  • Front Desk AgentManage booking resources, guest requests
  • Finance OfficerManage folio charges, outlet charges, payment evidence
4

Process stages

  • Capture bookingProperty Manager
  • Review availabilityProperty Manager
5

Approvals

  • Confirm stayProperty Manager
    Approved
  • Review checkoutOperations Reviewer
    Waiting
Example screen with sample data
Approvals

Keep key decisions with the property team

Finance Officer manages charge and payment evidence; Operations Reviewer reads across the records for review.

OverviewApprovals
Concierge Service App · Overview

Approvals

Signed in as Property Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • PE-12054PAY-2026-07314
    Ravi Okonkwo, Room 317 stayRequested by Property Manager
    Pending1dActions
  • PE-14519PAY-2026-07315
    Amira Vega, weekend courtyard stayRequested by Property Manager
    Pending2dActions
  • PE-87298CARD-2026-11842
    Nadia Park, Garden Suite stayRequested by Property Manager
    Pending3dActions
  • PE-38231CARD-2026-11843
    Ravi Okonkwo, Room 317 stayRequested by Property Manager
    Pending5dActions

Who approves what

DecisionApprover
Confirm stayProperty Manager decides whether the requested stay can be confirmed.Property Manager
Review checkoutOperations Reviewer examines charges and receipts before departure.Operations Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Concierge Service App to the work that is theirs. Pick a role to see what it starts with.

Property Manager

Owns stays and service setup, planning and assigned operational work.

This is the first screen this role sees.

OverviewArrival Schedule

Arrival Schedule

Bookings · Property Manager

Confirmed3
Jules RahmanRooftop dining table 3
31 Oct
Mateo DesaiTerrace dining table 6
18 Oct
Nadia ParkRoom 317, twin
23 Oct
Add
Checked in3
Mateo DesaiHarbor Suite, two bedroom
30 Oct
Jules RahmanTerrace dining table 6
26 Oct
Elisa MorenoTerrace dining table 6
18 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Review arrivals, work and guest accounts

Answer daily questions about reservations, service work and guest accounts.

Overview
Concierge Service App · Overview

Concierge Service App dashboard

This quarter

Guest requests in view
6
Cleaning
2
Maintenance
2
Guest service
2

Bookings by status

How far records got this quarter

StageReachedStep
Requested32
Confirmed1547%
Checked in1067%
Checked out770%

Guest count by status

Sample totals per stage

6.0k0
2.0kRequested
2.0kConfirmed
2.0kChecked in
2.0kChecked out
6.0kCancelled
Example screen with sample data
  1. 01Booking status by arrival date

    Which requested stays still need a decision before the guest arrives?

  2. 02Resource occupancy status

    Which resources are available, occupied, cleaning or under maintenance?

  3. 03Upcoming rate plans

    Compare effective dates, unit types, nightly prices and minimum stays.

  4. 04Guest request workload

    Who owns the service work due today?

  5. 05Outlet reservations by stay

    Show restaurant and spa reservations beneath each booking.

  6. 06Charges by booking

    Which posted amounts belong to the stay under review?

  7. 07Payment evidence by booking

    Which receipts have been confirmed or refunded?

  8. 08Guest stay history

    Show each guest's bookings, dates, resources and statuses.

All reports and dashboards

Who it's for

Fit the way your property serves guests

See how Concierge Service App fits your kind of team.

Hotels and inns

Coordinate room stays, guest requests and folio review at the property desk.

Resorts and spas

Keep stay bookings linked to spa reservations and outlet charges.

Venues and hospitality

Track dated venue use, service work and charges under one booking.

Controls

Trace every charge and receipt to its stay

Each stage, from guest request to checked-out stay, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom guest request to checked-out stay
Concierge Service App · Process

From guest request to checked-out stay

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
9
Confirm stayApproval
Property Manager
StatusRequested → Confirmed
RecordsResources
Check in guest
Property Manager
StatusConfirmed → checked in
RecordsResources
Record guest service
Front Desk Agent
StatusOpen → Assigned → in progress → Completed
RecordsBooking resources, Guest requests
From guest request to checked-out stay
  1. Start
    Confirm stayRequested → Confirmed
    Resources
  2. Step
    Check in guestConfirmed → checked in
    Resources
  3. Step
    Record guest serviceOpen → Assigned → in progress → Completed
    Booking resources
  4. Step
    Record chargesDraft → Posted
    Outlet charges
  5. Step
    Review payment evidencePending → Confirmed
    Payment evidence
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the work ahead

Use Proto to configure the property and review its operating records.

It can

  • Property Manager: Ask for requested stays arriving soon and the resources attached to them.
  • Front Desk Agent: Ask for assigned guest requests due today and the booking behind each one.
  • Finance Officer: Ask for draft charges and pending payment evidence on a specific reservation.
  • Operations Reviewer: Ask to inspect the booking, charge and receipt records before a checkout decision.

Stays with a person

  • A human needs to decide whether to confirm a stay, accept an outlet charge or approve checkout under the property's rules.
  • Payment confirmation must be based on the payment source.
  • Proto can help find records and prepare work while the authorized person checks the evidence and makes the decision.
  • Review any metered usage for agent activity as part of the property's implementation plan.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Concierge Service App
  • Payment provider
  • Outlet scheduling
  • Accounting
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Guests and stays4
  • Resources and rates4
  • Guest service4
  • Outlet reservations4
  • Charges and folios5
  • Payments and oversight6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Map the property

    Add guest party conventions, bookable resources, capacities, staff and resource types.

  2. Set rates and access

    Enter dated rate plans and assign each team member the role needed for their work.

  3. Rehearse a booking

    Capture a requested stay, check its dates and resource, confirm it and record arrival.

  4. Rehearse service and finance

    Assign a guest request, add a specialty reservation, record charges and review payment evidence.

  5. Start daily review

    Agree who checks requested stays, due work, drafts and pending receipts each shift.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Concierge Service App.

All questions
How do I get started?

Click Get started, then use Proto to configure Concierge Service App for your business. Begin with your resources, team members and one pilot reservation before entering the full current schedule.

Who manages a reservation?

Property Manager manages the booking and its guest, resource, dates and rate. Front Desk Agent can view the stay while capturing service work and specialty reservations.

How do I see upcoming arrivals?

Use Arrival Schedule to see confirmed stays with their arrival and departure dates, guest and assigned resource. Review the resource state and other bookings before changing a commitment.

Can I record restaurant or spa plans?

Yes. Outlet Reservations keeps restaurant and spa bookings attached to a stay, including the planned start and guest count. Confirm the time with the outlet's own process.

How is guest service assigned?

A guest request points to the booking, resource and assigned team member. Its due date and status help staff follow cleaning, maintenance or guest service work across shifts.

Where do charges go?

Finance Officer records folio and outlet charges against the reservation. Draft, posted and voided states keep the review outcome clear.

Does a booking show whether a payment cleared?

Payment Evidence is a separate linked record with pending, confirmed or refunded status. Finance checks its reference with the payment source before treating a receipt as confirmed.

Who reviews checkout?

Operations Reviewer inspects the linked booking, charges and payment evidence. Property Manager records checkout and moves the resource into cleaning.

Can I use existing rate plans?

Rate Plans record resource type, effective dates, nightly rate and minimum nights. The booking keeps its own nightly rate for the guest's stay.

What happens when a guest changes plans?

Review the booking dates, resource and rate again. Check any connected outlet reservation, guest request, charge or payment that the change affects.

Set up Concierge Service App your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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