1. Concierge Service App
  2. Data model
Reference

The tables behind Concierge Service App

Concierge Service App ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.

Tables
12
Features
6, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Parties and staff

Guests identifies the reservation party; team members and Users identify staff and their user accounts.

Stay planning

Bookings connects Guests and Resources, while rate plans gives dated pricing by resource type.

Service

Guest requests connects the stay, resource and assignee. Booking resources adds restaurant or spa plans to a stay.

Finance

Folio charges, outlet charges and payment evidence each point to a booking. Exchange rates stores read-only effective rates.

Every table, by feature

Guests and stays

4 tablesAbout this feature
  • Guests

    Guests, groups, companies and other booking parties.

  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Resources

    Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.

  • Rate plans

    Dated nightly rate plans by unit type with minimum stay rules.

Resources and rates

4 tablesAbout this feature
  • Resources

    Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.

  • Rate plans

    Dated nightly rate plans by unit type with minimum stay rules.

  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Guest requests

    Housekeeping, maintenance and guest service work assigned to staff for a unit and reservation.

    Linked to Resources, Team members, Bookings

Guest service

4 tablesAbout this feature
  • Guest requests

    Housekeeping, maintenance and guest service work assigned to staff for a unit and reservation.

    Linked to Resources, Team members, Bookings
  • Team members

    Staff members who own and are assigned hospitality service work.

    Linked to Users
  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Resources

    Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.

Outlet reservations

4 tablesAbout this feature
  • Booking resources

    Restaurant, spa and other outlet bookings attached to a reservation.

    Linked to Bookings
  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Guests

    Guests, groups, companies and other booking parties.

  • Outlet charges

    Restaurant, spa and other outlet charges posted against a reservation.

    Linked to Bookings

Charges and folios

5 tablesAbout this feature
  • Folio charges

    Guest folio charges for a reservation, draft through posted or voided.

    Linked to Bookings
  • Outlet charges

    Restaurant, spa and other outlet charges posted against a reservation.

    Linked to Bookings
  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Booking resources

    Restaurant, spa and other outlet bookings attached to a reservation.

    Linked to Bookings
  • Payment evidence

    Guest payments received against a reservation, pending through confirmed or refunded.

    Linked to Bookings

Payments and oversight

6 tablesAbout this feature
  • Payment evidence

    Guest payments received against a reservation, pending through confirmed or refunded.

    Linked to Bookings
  • Bookings

    Stay and resource bookings with arrival, departure, party size and nightly rate.

    Linked to Guests, Resources
  • Folio charges

    Guest folio charges for a reservation, draft through posted or voided.

    Linked to Bookings
  • Outlet charges

    Restaurant, spa and other outlet charges posted against a reservation.

    Linked to Bookings
  • Resources

    Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.

  • Exchange rates

    Read-only effective exchange rates for this app.

Shared and settings

1 table
  • Users

    Users

    Linked to Users

Keys and references

A booking references one Guests record and one Resources record. Each guest request references Bookings, Resources and team members. Specialty reservations, charges and payments reference Bookings. Team members.User references Users. Human-facing numbers identify bookings, service requests, specialty reservations, charges and payment entries. Staff should use those numbers when reconciling a guest inquiry.

Migration order

  1. Load Users and team members with the correct staff links.
  2. Add Guests, Resources and rate plans with consistent resource types.
  3. Import Bookings with their guest and resource references.
  4. Add booking resources and guest requests with the correct booking links.
  5. Import folio charges, outlet charges and payment evidence after verifying booking identity.
  6. Review exchange rates as read-only reference data.

Set up Concierge Service App your way.

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

How to get started