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- Gym + CRM + Billing
- Data model
The tables behind Gym + CRM + Billing
Gym + CRM + Billing 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
Guest stay
Members identifies the party; Bookings holds the dates, resource, daily rate and booking state.
Inventory and rates
Resources holds capacity and current state; rate plans holds dated prices and minimum days by resource type.
Facility activity
Facility bookings and facility charges connect restaurant and spa work to a booking.
Folio and money
Membership charges and payment evidence hold the guest charge and receipt evidence separately.
Service ownership
Service tasks links the booking, resource and team members assignee; Users links staff to their account. Exchange rates contains effective currency rates.
Every table, by feature
- Bookings and stays3
- Guests and parties2
- Rooms and rates3
- Facility services3
- Folios and payments4
- Service and turnaround4
- Shared and settings2
- Bookings
Stay and resource bookings with arrival, departure, party size and nightly rate.
Linked to Members, Resources - Members
Guests, groups, companies and other booking parties.
- Resources
Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.
- Members
Guests, groups, companies and other booking parties.
- Bookings
Stay and resource bookings with arrival, departure, party size and nightly rate.
Linked to Members, 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.
- Bookings
Stay and resource bookings with arrival, departure, party size and nightly rate.
Linked to Members, Resources
- Facility bookings
Restaurant, spa and other outlet bookings attached to a reservation.
Linked to Bookings - Facility 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 Members, Resources
- Membership charges
Guest folio charges for a reservation, draft through posted or voided.
Linked to Bookings - Facility charges
Restaurant, spa and other outlet charges posted against a reservation.
Linked to Bookings - 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 Members, Resources
- Service tasks
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 - Resources
Bookable inventory: rooms, suites, venues, tables, treatment rooms and other resources.
- Bookings
Stay and resource bookings with arrival, departure, party size and nightly rate.
Linked to Members, Resources
Keys and references
Reservation number identifies a booking for staff. Booking references on service, charge and payment records keep each item on the intended stay. Member and Resource references on Bookings connect the party and unit. Service tasks uses assigned to to identify the responsible team members record. Status fields belong to their own table; a confirmed payment is distinct from a completed booking.
Migration order
- Import Users and team members, then check the staff account links.
- Import Members, Resources and rate plans; verify capacity, state and effective dates.
- Import Bookings with the correct Member and Resource references.
- Import facility bookings, facility charges, membership charges and payment evidence against the booking.
- Import service tasks and connect each task to its resource, assignee and booking.
- Review exchange rates and the effective date of each rate before using it in any connected financial process.
Set up Gym + CRM + Billing your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.