Assign booking, service, review and finance responsibilities to the people doing the work.
Property Manager manages clients, resources, rate plans and bookings.
Front Desk Agent records add-on bookings and assigned service tasks.
Finance Officer manages charges and payments against a booking.
Operations Reviewer inspects linked evidence for eligible decisions.
| Role | Clients and bookings | Resources and rates | Extension and wig add-ons | Service delivery | Charges and payments | Reports and oversight |
|---|---|---|---|---|---|---|
| Finance Officer | View | View | View | View | Edit | Edit |
| Front Desk Agent | View | View | Edit | Edit | — | View |
| Property Manager | Edit | Edit | Edit | Edit | View | Edit |
| Operations Reviewer | View | View | View | View | View | View |
| Admin | View | View | View | Edit | View | View |
Prepares authorized financial drafts and reconciles confirmed receipts.
Starts on: Draft add-on charges
Captures assigned stays and service work and evidence.
Starts on: Booking calendar
Owns stays and service setup, planning and assigned operational work.
Starts on: Booking calendar
Reviews evidence and authorizes eligible domain outcomes.
Starts on: Booking workboard
Maintains user access and studio configuration while operational decisions stay with the responsible team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.