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- Homestay / B&B Management
- Process
- Review outlet activity
Review outlet activity
Tie restaurant and spa bookings and charges to the right guest stay.
Step by step
-
Capture booking Front Desk Agent
Front Desk Agent records outlet type, start time, guest count and linked stay.
- Record outlet type, start time, guest count and linked stay.
- Updates Outlet bookings, Reservations
-
Check source Operations Reviewer
Operations Reviewer reviews the booking and guest context.
- Review the booking and guest context.
- Updates Outlet bookings, Reservations
-
Prepare charge Finance Officer
Finance Officer creates the draft charge against the stay.
- Create the draft charge against the stay.
- Updates Outlet charges, Reservations
-
Review evidence Operations Reviewer
Operations Reviewer authorizes the eligible outcome before posting.
- Authorize the eligible outcome before posting.
- Updates Outlet bookings, Outlet charges
ApprovalA person approves before the work moves on. -
Post charge Finance Officer
Finance Officer changes the reviewed charge from Draft to Posted.
- Change the reviewed charge from Draft to Posted.
- Updates Outlet charges
Who does what
Roles and permissions- Front Desk Agent
- , Finance Officer, Operations Reviewer and Property Manager.
Set up Homestay / B&B Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.