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- Gym + CRM + Billing
- Process
- Booking to completion
Booking to completion
Follow a guest request from reservation to room turnover.
Step by step
-
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
-
Check availability Property Manager
Property Manager checks capacity and overlapping confirmed nights.
- Property Manager checks capacity and overlapping confirmed nights.
- Updates Bookings, Resources
-
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. -
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
-
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
-
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
Who does what
Roles and permissions- 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.