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- OTA Channel Manager
- Who it's for
- Small properties
Small properties
A small property can start with one person preparing arrivals and another reconciling guest accounts. A single reservation record helps both see the guest, unit, service work and money without merging their decisions.
How OTA Channel Manager is set up for you
Arrival desk
Review requested and confirmed stays before promising a unit to an arriving guest.
Guest account
Keep charges and payments on the reservation so checkout can be reviewed from the same stay.
Unit handoff
Follow cleaning and maintenance work until the Property Manager considers the space ready.
A small property can start with one person preparing arrivals and another reconciling guest accounts. A single reservation record helps both see the guest, unit, service work and money without merging their decisions.
Start with one unit type, a dated rate plan and a representative guest stay. Let the Front Desk Agent capture the request and the Property Manager check capacity and availability. Add a service request and a guest charge during the stay. Finance should distinguish a pending payment from a confirmed receipt, then the team should review the final folio and the room’s cleaning state after checkout.
The first rehearsal should include a change that cannot simply pass: an overlapping stay, a room still in Cleaning or a payment without confirmation. Give each issue to the role that owns the decision. After the pilot, extend the same pattern to other units and staff without changing the meaning of the states.
Give the same employee only the access needed for each responsibility. When that person changes shifts, the next worker should find the pending payment and open task from the reservation without relying on a verbal summary.
Features to start with
Roles on the team
- Finance Officer
- Prepares authorized financial drafts and reconciles confirmed receipts.
- Property Manager
- Owns stays and service setup, planning and assigned operational work.
- Front Desk Agent
- Captures assigned stays and service work and evidence.
- Operations Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
Set up OTA Channel Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.