1. Homestay / B&B Management
  2. Get started
Get started

Get Homestay / B&B Management running in four steps.

Prepare a first operating cycle for guests, rooms and staff.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Homestay / B&B Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Homestay / B&B Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Homestay / B&B Management for your property. Bring the people who own reservations, front desk work, finance and room release into the setup discussion.

Prepare the first operating cycle

List the current units, capacities and statuses. Add the dated rate plans and a small set of upcoming reservations with correct guest parties. Link staff People records to their Users and assign one cleaning task. Include a stay with an outlet booking, a draft charge and a pending payment so the handoffs can be rehearsed.

Review before release

Have Property Manager check capacity and date fit, Front Desk Agent submit the authorized stay transition and follow the service task, Finance Officer compare charges with confirmed money and Operations Reviewer inspect the outlet evidence. Complete a departure and room inspection before opening the next arrival. Use the implementation guide to expand the operating cycle.

Set up Homestay / B&B Management your way.

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

How to get started