Daily Operations

Short task instructions. For field rules and screen meanings, use Booking details.

Booking Guide · Create your first booking

How to find the right booking

1. Select the hotel and open Bookings.
2. Choose a queue; search by customer, booking ID/reference, email, phone, or booked item name.
3. Combine check-in dates and status/payment/content filters as needed. Clear filters to widen the search.
4. Open the row or next-action button. The button opens the relevant tab; it does not perform the action.

Queue	Includes
All bookings	The loaded collection.
Arrivals today	Confirmed room stays scheduled to arrive today.
Departures today	Checked-in room stays scheduled to depart today.
In house	Checked-in room stays.
Drafts	Draft bookings.

Today uses the browser's local date. The date filter matches scheduled check-in, not all stays overlapping the range. Content filters distinguish room stays, service-only bookings, and bookings with services.

Table element	What it shows/does
Customer / Booking	Name/email, reference, and content type.
Dates	Scheduled stay/period, nights and guests for room bookings; actual times when available.
Payment	Amount due for Unpaid/Partial Paid, excess for Overpaid, booking total for other states; also the payment status.
Status / Booked items	Operational status and room/service names.
Actions	Suggested next step, or View.
Sorting / resizing / pagination	Sort supported columns, drag column edges to resize, and choose 5, 10, 20, or 50 rows.

List limit: only the first 50 records are loaded. Search, filters, queue counts, sorting, and pagination apply to those records. No match does not prove the hotel has no other booking. Confirm name, dates, and reference before acting.

How to prepare a booking for arrival

1. Open the booking; use Hold for Draft, then Confirm for On Hold.
2. Once Confirmed, open Rooms and select the exact booked count for each room type.
3. Optionally enter actual arrival, then select Assign & Check-In.
4. Verify Checked In and the saved units. Guest details opens next.

See the room controls and time rules. If assignment fails, recheck available units and retry.

How to add staying guests or correct GST details

For identity records, open Guest details → Add Guest after check-in. Complete the guest fields, save, and verify the count. Use booking customer details can fill the first guest's contact fields.

For billing information, open Guest details → GST details, edit Company name/GSTIN/Address, save, and verify the contact section. Clearing Address removes it. A failed save keeps the draft. Existing tax invoices stay unchanged; service-only bookings collect buyer details during creation.

How to move an in-house guest to another room

On a Checked In booking, open Rooms → Move guest to, choose an available unit, and select Save room change. Verify the new current room and expand its history to see the previous one. Reset discards an unsaved choice.

Booking-create permission is required. Replacements may cross room types without editing the booked price. No options means no eligible units; a failed save leaves the existing assignment in place.

How to collect or reverse a payment

Record a collection

Open Payments → Collect Payment. Enter the collected amount, mode, date/time, and optional references/note. Select Record Payment, then verify the transaction, status, Paid, and Pending.

The payment form reference lists every field and limit. It records an actual collection, can record an overpayment, and does not charge the guest itself.

Reverse all or part of a collection

Select Reverse on an eligible transaction. Enter the amount and optional reason, submit, then verify the reversal and net paid amount. The maximum is the remaining reversible amount.

Cancellation, reversal, and invoice changes are separate. After an error, check the ledger before retrying; an unchanged failed submission reuses its operation key to help prevent duplicates.

How to issue and share an invoice

Open Invoices and check for an existing document. Select Generate invoice or Generate tax invoice when available. Review any before-payment confirmation, then verify its number and amounts.

Use Download PDF or Send email; verify the recipient/send time. Use the existing card when a type is already issued. Generation rules, resend behavior, automatic invoicing, and fixed-document limits are in the Invoices reference.

How to check out a room stay

1. Review rooms, guest count, payments, and invoices.
2. Select Check out, optionally record actual departure, and confirm.
3. If guest counts differ, review the warning before Check out anyway.
4. Verify Completed and the recorded departure.

Blank departure uses now. A supplied time cannot precede actual check-in (scheduled check-in if actual is missing) or be more than five minutes ahead. Checkout does not change booked dates, reprice early/late departure, or settle unpaid money.

How to start and complete a service-only booking

Review services in Overview. Hold/confirm if needed, select Start services, and confirm the list. Collect money in Payments when needed. After reviewing delivery, select Complete booking and confirm.

Verify In progress after start and Completed after closure. Individual service fulfillment is not recorded here.

How to export bookings

Open Bookings → Export, choose a preset/custom range and Excel or CSV, then Export. The end date must be no more than 365 days after the start. Verify the download; errors can be retried.

Export is a separate server request, not the visible table page or its first-50-record limit. The frontend sends the chosen range; the server determines which booking dates qualify.

Troubleshooting

Problem	Next step
Hotel inactive	Ask an authorized administrator to activate it.
Payment setup blocks creation	Check Hotel Profile payment settings; retry a load/configuration error.
No rooms	Recheck dates/inventory; try another type or period.
Room/add-on quantity blocked	Check availability, guest count, room capacity, service limits, and other recipients on the same dates.
No shared package fits	Keep per-room editing, adopt an offered valid package, or remove the affected room add-ons.
Service prices/availability changed	Review refreshed dates/prices and correct or remove selections.
GSTIN invalid	Use the 15-character format or leave it empty. Address remains optional.
Cannot assign rooms	Confirm first; select the exact count for each room type.
Add Guest disabled	Check in first. Booking contact and staying-guest records are separate.
Paid/Pending is a dash	Wait or Retry payment loading. Unknown is not zero.
Tax invoice disabled	Configure the hotel's seller GST profile; buyer details alone are insufficient.
PDF unavailable	Check the server's PDF generation result and reload.
Invoice did not change after GST/payment edit	Issued documents are fixed; inspect the existing document.
Booking not found	Check hotel, clear filters, and remember the 50-record limit.
Missing/wrong booking link	Check provisioned custom domain or standard domain configuration; environment changes need a rebuild.
Details fail to load	Retry or return to Bookings and reopen.
Permission denied	Ask the active hotel's administrator to check your hotel role.

If a problem persists, keep the booking reference and exact error message for support.