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  1. OTA Channel Manager
  2. Frequently asked questions
FAQ

Questions, answered

Answers for teams preparing reservations, service and guest accounts.

OTA Channel Manager

10 questions

Can't find it? Write to support@erp.ai.

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.

How to get started