Booking intake

Step by step

1. Identify the member Property Manager

   Property Manager finds the correct member record and checks the name and contact route before creating another reservation.

   • Resolves the person requesting a place
   • Updates Members

2. Select the session Property Manager

   Property Manager reviews session type, capacity, status and existing bookings for the intended interval.

   • Checks capacity and existing intervals
   • Updates Sessions, Bookings

3. Request booking Property Manager

   Record dates, places and rate with the linked member and session. Keep the booking Requested while the commitment is being checked.

   • Records member, session, dates, places and rate
   • Updates Bookings

4. Confirm booking Property Manager

   Property Manager checks conflicting intervals and capacity, then moves the booking from Requested to Confirmed when the places can be honored.

   • Changes Requested to Confirmed after review
   • Updates Bookings, Sessions

5. Handle a change Property Manager

   A cancelled request remains identifiable by its reservation number. Any payment correction is reviewed on its linked payment record.

   • Preserves reservation context for cancellation and finance follow-up
   • Updates Bookings, Payments

Property Manager

Manages the request and confirmation.

Front Desk Agent

Reads the booking for later attendance.

Finance Officer

Handles linked money.