Outlet capture and review

Step by step

1. Select the booking Front Desk Agent

   Front Desk Agent checks the intended booking and member before entering additional outlet activity.

   • Check Bookings.Member and the reservation identity
   • Updates Bookings, Members

2. Capture activity Front Desk Agent

   Record its type, name, date and participants on a record linked to the booking. Refresh the booking detail so the desk sees the addition.

   • Set workout programs.Booking, program type, program date and Participants
   • Updates Workout programs, Bookings

3. Prepare amount Front Desk Agent

   Front Desk Agent submits the amount and source evidence for the selected booking. Finance Officer prepares the draft financial record.

   • Submit the amount against the selected Booking; prepare Status Draft
   • Updates Athlete results, Bookings

4. Review evidence Operations Reviewer

   Operations Reviewer examines the activity and amount before an eligible charge is posted.

   • Compare the linked booking and source activity
   • Updates Workout programs, Athlete results
   ApprovalA person approves before the work moves on.

5. Post and, if needed, void Finance Officer

   Finance Officer posts an accepted amount, then voids a posted charge if a later correction requires it. Reconcile the booking's folio treatment.

   • Move athlete results.Status from Draft to Posted, then Posted to Voided if reversed; review folio treatment
   • Updates Athlete results, Member plans

Front Desk Agent

Submits activity and amount evidence; Finance Officer handles the financial record; Operations Reviewer examines eligible evidence.