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- Gym + CRM + Billing
- Process
- Facility booking and charges
Facility booking and charges
Keep restaurant and spa services tied to the guest stay.
Step by step
-
Find stay Front Desk Agent
Front Desk Agent opens the correct guest booking.
- Front Desk Agent opens the correct guest booking.
- Updates Bookings
-
Book facility Front Desk Agent
Front Desk Agent records restaurant or spa type, facility, start and party size.
- Front Desk Agent records restaurant or spa type, facility, start and party size.
- Updates Facility bookings
-
Prepare charge Finance Officer
Finance Officer records amount and booking as a Draft.
- Finance Officer records amount and booking as a Draft.
- Updates Facility charges
-
Review evidence Operations Reviewer
Operations Reviewer checks the linked service evidence.
- Operations Reviewer checks the linked service evidence.
- Updates Facility bookings, Facility charges
ApprovalA person approves before the work moves on. -
Post or void Finance Officer
Finance Officer records the eligible Posted or Voided outcome.
- Finance Officer records the eligible Posted or Voided outcome.
- Updates Facility charges
Who does what
Roles and permissions- Front Desk Agent
- , Finance Officer, Operations Reviewer.
- 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.