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OTA Channel Manager
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OTA Channel Manager · Available now

Carry each stay from request through departure.

OTA Channel Manager gives a hospitality team one working record for a booking party, a requested stay, its unit and the service that follows. Front Desk Agents capture requests and service evidence.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequested reservations
OTA Channel Manager · Reservations

Requested reservations

Reservations in one list

New reservation
Reservations in view
6
Total guest count
113
Requested
6
Reservation numberArrival dateDeparture dateGuestUnitGuest count
RSR-2593721 Oct23 OctMira KhatriRoom 119, courtyard queen14
RSR-3898502 Nov06 NovAriella SantosRoom 204, king19
RSR-1805030 Oct05 NovAriella SantosRoom 412, harbor view suite37
RSR-6171622 Oct25 OctMira KhatriRoom 507, penthouse suite40
RSR-5519623 Oct25 OctSamir VelasquezRoom 412, harbor view suite1
6 of 6 records
Mira KhatriReservations · RSR-25937
Requested
Arrival date21 Oct
Departure date23 Oct
UnitRoom 119, courtyard queen
Guest count14
Confirm stayRSR-25937 · Mira Khatri

Front Desk Agent confirms after reviewing the stay and unit.

Waiting for Front Desk Agent
ApproveReturn
Example screen with sample data
Tables, ready to use
12
Saved views
12
Roles with set permissions
5
Reports and dashboards
8
Features

See the next stay clearly

Every feature works on the same records. Pick one to see the screen your team works in.

Reservations

Review requested stays and carry confirmed bookings through departure.

  • Request
  • Decision
  • Handoff
  • Reservations
  • Parties
  • Units
Explore reservations
OverviewConfirmed stays
OTA Channel Manager · Reservations

Confirmed stays

Checked in waits for the front desk agent

New
Reservation numberArrival dateDeparture dateGuestUnitStatus
RSR-8049817 Oct24 OctLeonie SilvaRoom 318, twinConfirmed
RSR-5463613 Oct21 OctJonas HaddadRoom 507, penthouse suiteConfirmed
RSR-6189427 Oct31 OctLeonie SilvaRoom 204, kingConfirmed
RSR-7290016 Oct20 OctElias MoreauRoom 107, accessible queenConfirmed
RSR-5000525 Oct30 OctDarius OkonkwoRoom 119, courtyard queenConfirmed
6 of 6 records
Leonie SilvaReservations · RSR-80498
Confirmed
Arrival date17 Oct
Departure date24 Oct
UnitRoom 318, twin
Example screen with sample data
Process

Follow the guest journey

Request to ready unit ships ready to use. 2 steps need a named approval before the work moves on: Confirm stay (Front Desk Agent) and Close stay (Operations Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Capture request

    Record guest, dates and unit.

    Mira KhatriRSR-25937 · Front Desk Agent
    Capture requestBy Front Desk Agent

  2. Review stay

    Check capacity and overlapping nights.

    Mira KhatriRSR-25937 · Property Manager
    Review stayBy Property Manager

  3. Confirm stay

    Accept a valid requested stay.

    Mira KhatriRSR-25937 · Front Desk Agent
    Confirm stayBy Front Desk Agent
    ApprovalFront Desk Agent confirms after reviewing the stay and unit.

  4. Prepare arrival

    Check unit readiness before arrival.

    Mira KhatriRSR-25937 · Property Manager
    Prepare arrivalBy Property Manager

  5. Serve guest

    Track service, charges and payments.

    Mira KhatriRSR-25937 · Front Desk Agent
    Serve guestBy Front Desk Agent

  6. Close stay

    Review the account and turn the room.

    Mira KhatriRSR-25937 · Operations Reviewer
    Close stayBy Operations Reviewer
    ApprovalOperations Reviewer approves the final folio before checkout.

Start with Request to confirmation

Inside a record

Connect the evidence your team uses

Open any reservation to see its channel mappings, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Arrival date, Departure date, Unit and Guest count.

  2. 2
    Channel mappings

    Each line is linked to this reservation.

  3. 3
    Who works on it

    Finance Officer, Property Manager and Front Desk Agent, each with their own permissions.

  4. 4
    Process stages

    Capture request, with the role that acts.

  5. 5
    Approvals

    Confirm stay and Close stay, with who decides.

Requested reservationsMira Khatri
OTA Channel Manager · Reservations

Mira Khatri

Room 119, courtyard queen · Requested

Log activity
1
Record details
Arrival date21 Oct
Departure date23 Oct
UnitRoom 119, courtyard queen
Guest count14
2
Channel mappings

Mira Khatri

Booking numberOutlet typeOutlet name
CM-49193RestaurantTerrace dining, 7:30 pm
CM-66037SpaGarden spa, couples massage
CM-83396RestaurantHarbor dining, breakfast
Channel mappings
6
Total guest count
66
3

Who works on it

  • Finance OfficerManage availability syncs, folio charges, Payments
  • Property ManagerManage channel mappings, Parties, rate plans, Reservations…
  • Front Desk AgentManage channel mappings, service tasks
4

Process stages

  • Capture requestFront Desk Agent
5

Approvals

  • Confirm stayFront Desk Agent
    Approved
  • Close stayOperations Reviewer
    Waiting
Example screen with sample data
Approvals

Keep decisions with the right person

Examines linked evidence before a domain decision.

OverviewApprovals
OTA Channel Manager · Overview

Approvals

Signed in as Front Desk Agent

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • FC-82726Breakfast for two
    Samir Velasquez, Nov 2–4Requested by Finance Officer
    Draft0dActions
  • FC-22569Late checkout fee
    Mira Khatri, Oct 22–25Requested by Finance Officer
    Draft4dActions
  • FC-24704Garden spa facial
    Samir Velasquez, Nov 2–4Requested by Finance Officer
    Draft2dActions
  • FC-20379Airport transfer
    Mira Khatri, Oct 22–25Requested by Finance Officer
    Draft5dActions

Who approves what

DecisionApprover
Confirm stayAccept a valid requested stay.Front Desk Agent
Close stayReview the account and turn the room.Operations Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens OTA Channel Manager to the work that is theirs. Pick a role to see what it starts with.

Finance Officer

Prepares authorized financial drafts and reconciles confirmed receipts.

This is the first screen this role sees.

OverviewDraft folio review

Draft folio review

Folio charges · Finance Officer

Folio charge numberService dateDescriptionAmountReservationStatus
FC-8272624 OctBreakfast for two850Samir Velasquez, Nov 2–4Draft
FC-2256902 NovLate checkout fee660Mira Khatri, Oct 22–25Draft
FC-2470418 OctGarden spa facial290Samir Velasquez, Nov 2–4Draft
FC-2037912 OctAirport transfer960Mira Khatri, Oct 22–25Draft
FC-4745824 OctRoom service dinner840Elias Moreau, Nov 9–11Draft
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Find work that needs attention

Read stay, account and service work from linked records.

Overview
OTA Channel Manager · Overview

OTA Channel Manager dashboard

This quarter

Service tasks in view
6
Cleaning
2
Maintenance
2
Guest service
2

Reservations by status

How far records got this quarter

StageReachedStep
Requested43
Confirmed2251%
Checked in1673%
Checked out1063%

Guest count by status

Sample totals per stage

9.0k0
7.0kRequested
4.0kConfirmed
7.0kChecked in
9.0kChecked out
5.0kCancelled
Example screen with sample data
  1. 01Reservation status

    Group reservations by status and arrival date to see upcoming work.

  2. 02Unit readiness

    Show units by status and unit type for the next arrival decision.

  3. 03Expected nightly rate

    Compare rate plans by unit type and effective dates.

  4. 04Folio by reservation

    Show each reservation with posted, draft and voided charges.

  5. 05Payment by reservation

    Show pending, confirmed and refunded payments beside each stay.

  6. 06Service workload

    Group tasks by type, status, due date and assigned person.

  7. 07Outlet bookings by stay

    Show restaurant and spa bookings under their reservations.

  8. 08Guest stay history

    Show reservations grouped by booking party and status.

All reports and dashboards

Who it's for

Built for hospitality teams

See how OTA Channel Manager fits your kind of team.

Hotels

Coordinate room stays, guest accounts and housekeeping.

Resorts

Connect stays with guest service and outlet bookings.

Small properties

Give a compact team a clear daily handoff.

Controls

Keep state changes traceable

Each stage of request to ready unit names the role that acts and the status it records, so a change is never anonymous.

OverviewRequest to ready unit
OTA Channel Manager · Process

Request to ready unit

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
7
Confirm stayApproval
Front Desk Agent
StatusRequested → Confirmed
Check in
Front Desk Agent
StatusConfirmed → checked in
RecordsUnits
Record charges
Finance Officer
StatusDraft → Posted
RecordsFolio charges
Request to ready unit
  1. Start
    Confirm stayRequested → Confirmed
    Front Desk Agent
  2. Step
    Check inConfirmed → checked in
    Units
  3. Step
    Record chargesDraft → Posted
    Folio charges
  4. Step
    Confirm paymentPending → Confirmed
    Finance Officer
  5. Approval
    Close stayChecked in → checked out
    Payments
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next step

Use Proto to configure and review hospitality work.

It can

  • Property Manager: Show confirmed arrivals whose unit is still Cleaning.
  • Front Desk Agent: Prepare the next requested stay for capacity and overlap review.
  • Finance Officer: Show pending payments beside posted and draft charges for a reservation.
  • Operations Reviewer: Collect the linked records needed for a final folio decision.

Stays with a person

  • A person confirms a stay, verifies money received, approves a final folio and accepts a cleaned unit.
  • Proto can prepare the relevant records and point to exceptions; those decisions stay with the authorized team member.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • OTA Channel Manager
  • Booking request source
  • Payment evidence
  • Outlet confirmation
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 12 tables
12tables
  • Reservations3
  • Guests and units3
  • Rates and outlet bookings3
  • Folio and payments4
  • Service work4
  • Operational review5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Prepare people and units

    Set user access, staff links, booking parties, units and dated rate plans.

  2. Pilot reservation intake

    Capture a Requested stay and confirm it after capacity and interval review.

  3. Run a guest stay

    Check in, record outlet bookings and assign service work.

  4. Review the account

    Prepare folio charges, verify payments and check out after the final decision.

  5. Turn the room

    Complete cleaning, inspect the unit and return it to Available.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for OTA Channel Manager.

All questions
How do I get started?

Click Get started, then use Proto to configure OTA Channel Manager for your business. Pilot one unit, one guest stay, one service task and one guest account.

Who confirms a reservation?

The Front Desk Agent acts after the dates, party size and unit capacity have been checked. The current stay state and overlapping nights matter to that decision.

How are guests connected to stays?

A reservation references a booking party and a unit. The stay record carries arrival, departure, guest count, nightly rate and status.

Can staff follow room readiness?

Yes. Units show Available, Occupied, Cleaning or Maintenance. Cleaning work can be assigned as a service task, and inspection determines when the unit returns to Available.

How are service requests handled?

Create a service task for the unit and reservation, choose Cleaning, Maintenance or guest service, assign a person and follow the work to Completed.

What happens to guest charges?

A folio charge is attached to a reservation. Finance reviews its amount and can move it from Draft to Posted or Voided.

When is a payment counted as received?

Finance checks the payment reference and outside receipt evidence before marking a Pending payment Confirmed. Refunded remains a separate state.

Can restaurant and spa bookings be recorded?

Yes. Record the outlet type, name, start time and guest count against the reservation, then confirm the arrangement with the outlet team.

How does checkout work?

The final folio is reviewed against confirmed payments or an acknowledged outstanding account. After checkout, the unit moves to Cleaning before inspection returns it to Available.

Where should I begin the pilot?

Use a real requested stay with a rate plan, service request, draft charge and pending payment. Rehearse both the successful path and a conflicting booking.

Set up OTA Channel Manager your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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