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Staff guide

One page for each page of the dashboard: what it is for, who can use it, and the common tasks step by step.

Operations

  1. 1DashboardThe first page after sign-in: the front desk switch, guests asking for a person, and the hotel's headline figures.
  2. 2RevenueWhat reached guests' bills in the period, by source, with every room charge behind the total.
  3. 3RequestsHousekeeping, maintenance, front desk and security requests waiting for Confirm or Reject, and every decided one.
  4. 4OrdersRoom service, laundry, table and room bookings, the room charges that need the desk, and stay changes.
  5. 5GuestsWho is in house and who has left, stay codes and links for arriving guests, and signing a guest in at the desk.
  6. 6InboxRead guest conversations, reply as yourself, take over from Phil and hand back when done.
  7. 7OffersConfirm or reject offers guests accepted, follow offers still with guests, and see what offers earned.
  8. 8JourneyThe messages Phil sends through each stay: who is at which stage, today's messages and what needs attention.

Setup

  1. 9HotelGo live checks, where staff alerts go, hotel details, the guest screen, guided requests and opening hours.
  2. 10Venues & menuVenues, dishes and prices, the acceptance time for orders, housekeeping limits, laundry and room charge limits.
  3. 11RoomsRoom types from your PMS and which are sold as upgrades, the PMS connection, room QR codes and room photos.
  4. 12TeamInvite teammates with a one-time link, set what each person can open, and handle lost phones and leavers.
  5. 13Voice callsPhil's phone line and its settings, and every call with its outcome, summary and transcript.
  6. 14KnowledgeEverything Phil knows about your hotel: facts it always uses, and answers to the questions guests ask.

Administration

  1. 15TaxTax groups put the right tax line on every order, laundry charge and offer. How to set them and what your PMS needs.
  2. 16UsageYour plan, this month's check-ins and call units, one-time packs, auto top-up and the monthly log.

Account

  1. 17ProfileYour own account: your details and the phone number you sign in with.
  2. 18Signing inStaff sign in with their mobile number and a one-time code. Registration, access keys and how long a session lasts.

At the desk

  1. 19Desk tablet and sign-in at the deskPair a guest-facing tablet at the desk, and put a guest's stay on their phone with a one-time QR before they leave.

Reference

  1. 20Roles and permissionsAdmin, Manager, Team lead and Staff: what each can do, by department and page.
  2. 21Telegram staff cardsThe same decisions, on the phones of the people who move. For staff only.