GuestSales
A wedding inquiry arrives at 11:47 PM.
It comes through the website concierge or the hotel's own Microsoft 365 or Gmail inbox. It becomes a lead with the guest's details captured. The guest gets an acknowledgment and the property's brochure, and a follow-up sequence is scheduled that ends with a person, not a third automated email.
Carried forward, never re-entered
- Guest name and contact
- Event type, date and headcount
- Where the inquiry came from
Illustrative sampleLead
InquiryWedding · about 120 guests · fall 2027
SourceWebsite concierge
StatusAcknowledged · follow-up scheduled
SalesRevenue
The proposal is priced from the hotel's own rules.
Line items come from the rate cards, service charge and tax rules the property configured. AI helps draft the narrative; it never sets a price. Anything the system cannot source is flagged needs confirmation instead of guessed.
Carried forward, never re-entered
- Everything captured on the lead
- Configured rates, service charge and tax
- The property's knowledge base
Illustrative sampleProposal draft
Package priceFrom configured rate card
Service charge and taxFrom property rules
Narrative copyAI-drafted, staff-reviewed
SalesProperty
The proposal becomes a contract that cannot go out with open questions.
The contract is generated from the accepted proposal. If a term cannot be sourced, such as a cancellation schedule nobody has confirmed, it cannot be sent. The couple signs; the property countersigns. Only then is the group Definite.
Carried forward, never re-entered
- The proposal's line items and schedule
- Cancellation and attrition terms from the knowledge base
- The property's signatory
Illustrative sampleContract
Open itemsNone needing confirmation
Client signatureSigned
Property countersignatureCountersigned: Definite
RevenueGuest
Definite unlocks the deposit request.
Stripe-backed deposit payment links can only be generated once the contract is countersigned, and they follow the deposit schedule the property configured. Each installment is tracked as paid, failed, expired or refunded, and refunds are permission-gated.
Carried forward, never re-entered
- The countersigned contract
- The configured deposit schedule
- The guest's contact details
Illustrative sampleDeposit schedule
Installment 1Payment link requested
Installment 2Pending
Schedule sourceProperty's configured rules
SalesEvents
Countersignature creates the booking and the event order.
At the moment of countersignature the lead becomes Booked and a banquet event order is drafted from the contract's own data. Sales and events never re-key the same wedding.
Carried forward, never re-entered
- Group, contact and property signatory
- Dates, schedule and line items
- The Definite status itself
Illustrative sampleEvent order (BEO)
Lead statusBooked
BEODrafted from the contract
NextEvents team completes and finalizes
EventsHousekeepingEngineering
Setup work lands with the teams that do it.
Work orders can be linked to the event, with priority and a service-level target. A readiness ladder shows, for every upcoming event, whether the booking is definite, the event order is complete and finalized, and the event's work orders are clear.
Carried forward, never re-entered
- The event and its dates
- The finalized event order
- Assignments and priorities
Illustrative sampleExecution readiness
Booking definiteDone
Event order generatedDone
Event order finalizedOpen
Work orders clearOpen
GuestFront officeOperations
A guest request on the day reaches the right desk.
Requests from the concierge or entered by staff are routed to a department with priority and a service-level target. A work order can carry the guest-request link. If a guest-originated work order breaches its target, a rule the hotel configured can alert Front Office automatically, as an internal task and never a message to the guest.
Carried forward, never re-entered
- Guest and conversation context
- The linked work order
- Who owns it, and why it escalated
Illustrative sampleGuest request
TypeGuest service
Routed toHousekeeping
Linked work orderCreated
Leadership
Leadership sees the whole chain from one source.
The morning brief, executive brief and manager decision queue are composed from the same records everyone else works in: upcoming events and their readiness, open work, incidents, pipeline. Facts only, with no invented scores. Operators with several properties get a portfolio view.
Carried forward, never re-entered
- Every record in this flow
- Open incidents and integration health
- Decisions waiting on a manager
Illustrative sampleExecutive brief
Upcoming eventWedding, fall 2027
ReadinessEvent order not yet finalized
SourceLive records, not a hand-built report