These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Gym + CRM + Billing
- Who it's for
- Resorts with restaurants and spas
Resorts with restaurants and spas
A resort has more activity around a stay than the room alone. A guest may reserve a restaurant table or spa visit, then receive an outlet charge later. The facility booking and the financial charge are different records linked to the same guest booking, which gives operations and finance a common reference.
How Gym + CRM + Billing is set up for you
Facility diary
Record the restaurant or spa, start time and attendee count against the guest stay.
Outlet evidence
Keep the facility name, charge date, amount and current status on each charge.
Review before posting
The operations reviewer checks the linked service record before an eligible financial outcome is authorized.
Single stay context
Follow facility activity beside the room booking and guest folio during checkout.
A resort has more activity around a stay than the room alone. A guest may reserve a restaurant table or spa visit, then receive an outlet charge later. The facility booking and the financial charge are different records linked to the same guest booking, which gives operations and finance a common reference.
Begin with one restaurant and one spa service, a small set of active room bookings and the people who handle outlet requests. Run a guest case in which the front desk adds a spa booking, finance enters a draft charge and the reviewer checks the source before posting. Then run a corrected charge through the void path. The team should be able to locate both records from the reservation without relying on a facility name alone.
Agree how each outlet tells finance that a service happened, when the amount is ready to post and who can resolve a discrepancy. Reconcile posted outlet charges with the other guest charges and confirmed payment evidence before completing the booking. The guest's next stay should have its own records even when the contact record is the same.
Features to start with
Roles on the team
- Property Manager
- Owns stays and service setup, planning and assigned operational work.
- Finance Officer
- Prepares authorized financial drafts and reconciles confirmed receipts.
- Front Desk Agent
- Captures assigned stays and service work and evidence.
- Operations Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
Set up Gym + CRM + Billing your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.