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- Homestay / B&B Management
- Process
- Reconcile and turn over
Reconcile and turn over
Close the guest account and release the unit after cleaning.
Step by step
-
Review folio Finance Officer
Finance Officer checks posted charges against the departing stay.
- Check posted charges against the departing stay.
- Updates Folio charges, Outlet charges, Reservations
-
Check receipts Finance Officer
Finance Officer compares confirmed payments and acknowledges any outstanding account.
- Compare confirmed payments and acknowledge any outstanding account.
- Updates Payments, Reservations
-
Check out Front Desk Agent
An authorized Front Desk Agent submits checkout; the stay changes to checked out and the unit to Cleaning.
- Submit checkout; change the stay to checked out and the unit to Cleaning.
- Updates Reservations, Units
-
Clean and inspect Property Manager
Front Desk Agent completes the cleaning task; Property Manager checks the inspection result.
- Complete the cleaning task and check the inspection result.
- Updates Service tasks, Units
-
Release unit Property Manager
Property Manager sets the unit to Available after the inspection passes.
- Set the unit to Available after the inspection passes.
- Updates Units
Who does what
Roles and permissions- Finance Officer
- , Property Manager and Front Desk Agent.
Set up Homestay / B&B Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.