Complete Workflow
Guide
Follow this comprehensive
guide from setup to daily operations
1
Phase 1: Initial Setup
Configure your hotel properties and base data
✓ Create Hotel Property
Configure property details including
name, address, contact information, star rating, check-in/out times, and policies.
Example: Room service, extra laundry, spa treatments - all tracked with
date/time and descriptions
✓ Real-time Bill Updates
Guest bill continuously updates with
each service addition, showing current total at any time.
Transparency: View complete itemized bill with room charges, services, and
taxes before checkout
6
Phase 6: Check-out Process
Complete departure with automatic invoicing
✓ Today's Check-outs View
Dedicated menu displays all checked-in
guests with check-out date = today.
Quick Access: See all departures for the day with room numbers and guest names
✓ Check-out Wizard
Comprehensive wizard shows complete
charges summary and captures payment, room condition, and notes.
Displays: Room charges, all services, tax breakdown, total amount | Records:
checkout time, payment confirmation, room condition, damage notes
✓ Automatic Invoice Generation
System creates complete itemized
invoice with all charges and links it to reservation.
Invoice Includes: Separate lines for room nights and each service, tax
calculation, guest/company details, payment terms
✓ Housekeeping Task Creation
Automatic housekeeping task created
for room cleaning with room marked as "Dirty" status.
Automation: Room status changes to "Cleaning", task appears in housekeeping
queue immediately
7
Phase 7: Housekeeping
Management
Complete task tracking and room status control
✓ Task Management
Kanban view organized by status
(Pending, In Progress, Completed) for visual task tracking.
Task Types: Regular Cleaning, Deep Cleaning, Maintenance, Turndown Service,
Inspection
✓ Staff Assignment
Assign tasks to specific housekeeping
staff with priority levels and detailed notes.
Priorities: Normal, High, Urgent - helps staff prioritize their work
✓ Time Tracking
Record start and end times for each
task. System calculates duration automatically.
Analytics: Track staff performance, average cleaning times, identify efficiency
improvements
✓ Room Status Integration
Task completion automatically updates
room status to "Available" and housekeeping status to "Clean".
Workflow: Task Complete → Room Available → Ready for New Reservation
8
Phase 8: Reporting & Analytics
Comprehensive insights and professional documentation
✓ Reservation Vouchers
Professional PDF reports with hotel
branding, complete reservation details, and QR codes.
Usage: Email to guests, print for front desk, attach to booking confirmations
✓ Dashboard Analytics
Real-time statistics showing total
reservations by status, monthly revenue, and occupancy rates.
Metrics: Confirmed, Checked In, Checked Out counts, Revenue totals, Occupancy
percentage
✓ Calendar Views
Visual calendar showing all
reservations with color-coding by status for quick overview.
Views: Day, Week, Month calendars with drag-and-drop support (planned feature)
✓ Guest Statistics
Track individual guest history showing
total reservations, nights stayed, and lifetime spending.
Benefits: Identify VIP guests, loyalty program candidates, marketing
opportunities
