Responsibilities and decision rights for retreat managers, front desk teams and program leads.
| Role | Reservations and stays | Units and turnaround | Retreat programs | Guest services | Folio and payments | Rates and guests |
|---|---|---|---|---|---|---|
| Retreat Manager | View | Edit | Approve | View | View | Edit |
| Front Desk Agent | Approve | View | Edit | View | Edit | Edit |
| Program Lead | View | — | Edit | View | — | — |
| Facilitator | — | — | View | — | — | — |
| Service Staff | View | View | — | Edit | — | — |
| Accounts Clerk | View | — | — | — | Approve | View |
| Admin | — | — | Edit | Edit | — | — |
Owns rate plans, units and programs, and reviews program and session submissions.
Starts on: Open service work
Handles booking requests, confirmation, check-in, check-out and program capture.
Starts on: Unposted folio charges
Leads retreat programs and plans their sessions with facilitators.
Starts on: Scheduled retreat sessions
Runs the sessions assigned to them.
Starts on: Scheduled retreat sessions
Carries out housekeeping, maintenance and guest service tasks.
Starts on: Open service work
Confirms guest payments and refunds and reviews folio charges.
Starts on: Unposted folio charges
Maintains users, people and configuration without taking operating decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.