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- Revenue Management System
- Implementation
How a Revenue Management System rollout works
Pilot one property cycle from rate observation to unit turnover.
Agree the operating owners
Assign Revenue Manager, Front Desk Agent, Finance Clerk and Service Coordinator to their decisions and confirm Property Manager oversight.
Load the foundation
Enter people, parties, units and rate plans with consistent unit type names and effective dates.
Rehearse the revenue decision
Capture a dated demand observation, submit a linked rate proposal, approve a valid proposal and publish the approved recommendation.
Rehearse the stay
Confirm a valid booking, check in the guest, post a folio charge, record checkout and compare it with a provider-confirmed payment.
Rehearse exceptions
Try invalid dates, excess party size, a nonpositive rate, an invalid observation and a pending payment. Check the reason and unchanged record before release.
What the customer provides
Provide a representative season of rate terms, current unit list, a small set of real stay scenarios, guest and staff identities, and the source of payment confirmations and competitor observations. Name who can approve a rate and who can correct source records. Preserve booking and payment references when importing history.
Changing it afterwards
Review a rate plan change against future stays before applying it. A corrected observation should retain the prior decision context. When a role assignment or source connection changes, repeat the accepted and rejected cases with the person who inherits the work. Keep the tested configuration and examples with the property handoff.
Set up Revenue Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.