Keep the buyer and unit linked as the reservation reaches its actual commercial outcome.
Property Coordinator selects the existing unit and buyer, then records the booking date and agreed deposit amount. Start with the reservation marked Reserved. Confirm the customer identity and source information before asking Property Manager to review the commercial position.
Property Manager inspects relevant leases and other bookings for the unit. Compare the dates and actual agreement context before the business accepts another commitment. Discuss any unresolved issue with its owner rather than relying only on the unit's availability label.
Property Manager or Property Coordinator marks the booking Contracted under the agreed procedure after reviewing the real agreement evidence. Choose the document storage or signing connection during setup when the business needs that evidence accessible in its working environment.
Property Coordinator or Property Manager records Completed or Cancelled when the actual case reaches that outcome. Keep the reservation for later review. Finance Officer checks the real payment evidence and agrees any remaining financial resolution with its owner before the team treats the handoff as finished.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.