Category: Manual for Front Desk

General recommendations for Front Desk teams. Use Individual Logins Having a different login for each team member helps keep track of things. Quickly identify who is in charge of a booking, or who has made changes. Make Use of Tasks Manage individual work items as separate tasks. Know who is responsible, when it is due, […]

Start of Day Procedures End of Day Procedures

Clearing Reports, Checking for Invoices and Cash Reconciliation. Clearing the Operations Report At the end of the day the Operations Report for today should be empty. (All check ins, check outs and due tasks completed.) Access the Operations Report from under Reports menu. Make sure today’s Date is selected. Check Include Arriving Bookings and Include […]

Tasks and Checking for Invoices. Check for Due Tasks Access the Tasks page from under CRM menu. Make sure the Due by date is today and the Status is Not Completed and click Show / Refresh. Enact tasks for the front desk team. Check for In house Bookings Not Yet Invoiced Access the Search Bookings […]

Creating and Modifying Non-Accommodation Bookings. Add Non-Accommodation Booking to Guest Package Guest requests an item to be added to their package; Open the guest’s accommodation booking. Click the Add To Package tab. From the New Booking tab choose the Vendor you wish to book and press Select.  Ensure the correct Booking Source is selected. If […]

Check out procedure for Front Desk HQ and RoomBoss. Guest Check Out with Front Desk To check out a guest: Access Front Desk HQ. Select today’s Date. Select Property type. Click Departure. A list of bookings will be shown, identify the guest and find the booking. Check View Notes for important information regarding the guest’s […]

Check in procedure for Front Desk HQ and directly within RoomBoss. Guest Check In with Front Desk To check in a guest: Access Front Desk HQ. Select today’s Date. Select Property type. Click Arrival. A list of bookings will be shown, identify the guest and find the booking. Under Update Status click on the green […]

A concise guide of how-to complete tasks commonly performed by front desk teams. To explore Front Desk, please click on the following links: Check in Check out Non-Accommodation Bookings Daily Procedures General Recommendations