Guest folio

1Step 1 of 9

1. Money is taken inside a shift: choose the shift and enter the cash in the drawer.

Without an open shift the desk cannot record a payment.

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2Step 2 of 9

1. The folio on the booking lists charges and payments, with the balance on top.
2. Lines cannot be deleted: a correction is a linked line, so the history stays whole.

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3Step 3 of 9

1. Choose a service from the catalog, the quantity and the reason.
2. A review page shows the amount with tax before the line is posted.

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4Step 4 of 9

1. Record part of the balance, or split it, by cash, card terminal or transfer.
2. For cash, the amount given by the guest gives the change.
3. Confirm that the money was received.

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5Step 5 of 9

1. The counter receipt is ready to print.

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6Step 6 of 9

1. Choose a clean room in the same house and give the reason; the review shows what changes.
2. The old room goes to cleaning and the booking follows the new room.

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7Step 7 of 9

1. Agree the new time, with a reason; the review shows the fee of the house policy.

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8Step 8 of 9

1. Only a manager adjusts a charge: pick the original line, the amount and the reason.

A receptionist who opens this page gets Access denied.

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9Step 9 of 9

1. The adjustment is a line linked to the original, and the balance follows.

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