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- Homestay / B&B Management
- Who it's for
- Bed and breakfasts
Bed and breakfasts
A small B&B often has the same person handling reservations and the front desk. Keep that shared responsibility explicit: the Property Manager decides which unit and rate to promise; the Front Desk Agent follows the confirmed stay and service work. The guest party, booked room and dates belong on the reservation.
How Homestay / B&B Management is set up for you
Stay record
Keep guest, unit, arrival, departure and status together for every visit.
Work handoff
A room changes from an occupied stay to cleaning before the next guest can be offered it. The service task gives a named worker a due time and a completion record.
Account review
Compare posted charges with confirmed payments before the departure decision.
A small B&B often has the same person handling reservations and the front desk. Keep that shared responsibility explicit: the Property Manager decides which unit and rate to promise; the Front Desk Agent follows the confirmed stay and service work. The guest party, booked room and dates belong on the reservation.
The first setup decision is who may commit a room and who may release it after a guest leaves. Use the existing unit and reservation states during the rehearsal. Ask the desk to find the guest's record, the assigned room and any unfinished work without relying on a separate note. If a charge or payment is involved, have Finance Officer read it from the linked reservation.
Start with the current room list, a dated rate plan, a handful of upcoming reservations and the staff who clean or cover the desk. Rehearse an arrival and same-day turnover, including a pending payment and a room still in Cleaning. Decide who can release the room after inspection.
Review [the implementation sequence](/homestay-bb-management/implementation) with the people who will use the property records each day. Keep the first group of reservations small enough to check every linked guest and unit, then add historical stays after the team agrees how corrections are handled.
Features to start with
Roles on the team
- Front Desk Agent
- Captures assigned stays and service work and evidence.
- Property Manager
- Owns stays and service setup, planning and assigned operational work.
Set up Homestay / B&B Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.