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  1. Gym + CRM + Billing
  2. Process
  3. Booking to completion
Process · Booking to completion

Booking to completion

Follow a guest request from reservation to room turnover.

Step by step

  1. Record request Front Desk Agent

    Front Desk Agent records party, dates, resource, party size and rate.

    • Front Desk Agent records party, dates, resource, party size and rate.
    • Updates Bookings, Members, Resources
  2. Check availability Property Manager

    Property Manager checks capacity and overlapping confirmed nights.

    • Property Manager checks capacity and overlapping confirmed nights.
    • Updates Bookings, Resources
  3. Confirm booking Front Desk Agent

    Front Desk Agent approves an eligible request and marks it Confirmed.

    • Front Desk Agent approves an eligible request and marks it Confirmed.
    • Updates Bookings
    ApprovalA person approves before the work moves on.
  4. Start stay Front Desk Agent

    Front Desk Agent moves the booking into progress and resource into use.

    • Front Desk Agent moves the booking into progress and resource into use.
    • Updates Bookings, Resources
  5. Review checkout Finance Officer

    Finance Officer compares posted charges with confirmed receipts.

    • Finance Officer compares posted charges with confirmed receipts.
    • Updates Bookings, Membership charges, Facility charges, Payment evidence
  6. Complete stay Property Manager

    Front Desk Agent completes the booking; Property Manager follows cleaning and inspection.

    • Front Desk Agent completes the booking; Property Manager follows cleaning and inspection.
    • Updates Bookings, Resources, Service tasks
Front Desk Agent
, Property Manager, Finance Officer.
Each person acts on the records in their scope and hands the case to the next owner after the relevant check.

Set up Gym + CRM + Billing your way.

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

How to get started