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- Homestay / B&B Management
- Who it's for
- Small guest properties
Small guest properties
A guest property with restaurant or spa service needs the core stay to remain easy to find. Outlet bookings record the booked time and guest count, while outlet charges record the money against the reservation. Finance Officer can then review the folio and confirmed payments at departure without treating a booking as a charge.
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
The Front Desk Agent captures the outlet booking, Operations Reviewer checks supporting evidence, and Finance Officer handles the draft charge. A guest’s changed restaurant booking stays distinct from any later bill.
Account review
Compare posted charges with confirmed payments before the departure decision.
A guest property with restaurant or spa service needs the core stay to remain easy to find. Outlet bookings record the booked time and guest count, while outlet charges record the money against the reservation. Finance Officer can then review the folio and confirmed payments at departure without treating a booking as a charge.
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.
Begin with units and reservations, then add one outlet and one representative departure. Test the handoff from the desk to outlet review and finance. Agree who supplies the charge evidence and who may change a Draft charge to Posted or Voided.
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.