How to log in

1. Open the app in your browser.
2. Select Hotel or Convention Hall from the welcome screen.
3. Enter your username and password given by admin.
4. Tap Sign In.

⚠️ Never share your password. If you forget it, ask the admin to reset it from Admin → Staff.

Top navigation tabs

Room Map colours

Night Audit

The Night Audit panel shows all in-house guests, their remaining balance, and nights left. Print it at the end of each day for the shift record.

Morning checklist

☐ Check Today Arrivals — who is checking in today?
☐ Check Today Departures — who is checking out today?
☐ Confirm advance payment for new arrivals
☐ Process any pending checkouts
☐ Review the In-House Guests table for any balance due

Check-in a guest

Find the booking in the Arrivals list → click Check In.
The room colour changes to Red automatically.

Check-out a guest

Find the guest in In-House Guests → click Checkout.
If there is an outstanding balance, you will be asked to confirm if money was collected. Room changes to Green.

Create a new booking

1. Click the gold + Booking button at the top-right of any screen.
2. Fill in: Guest name, phone, room, check-in & check-out dates, source, and advance amount.
3. Click Save Booking.
4. Status starts as Confirmed until the guest arrives.

Booking status flow

Search & filter bookings

• Use the Search box to find by guest name, phone, or room number.
• Use the Status filter to see only Confirmed, Checked In, etc.
• Click Edit (pencil icon) on any booking to update details.
• Click Pay to record a payment directly from the bookings list.

⚠️ Important rules for bookings

• Never delete a booking that has a payment recorded.
• Do not change the room number after check-in without admin approval.
• Always record the correct source (Walk-in / Phone / WhatsApp / Referral) — this helps the admin see how guests find us.

How to open an invoice

1. Go to the Invoice tab.
2. Select the guest's booking from the dropdown at the top.
3. Click Preview Invoice — the full invoice appears below.
4. The invoice shows: room charges, discount, additional services, payment history, and balance due.

Adding a service charge

1. In the invoice, click + Add Service.
2. Type the service name (e.g. "BBQ Night"), Quantity, and Rate.
3. The date is set automatically to today — no need to change it.
4. Click Save Changes to apply.

Printing the invoice

Three print options are available:
🏠 Room Invoice — room charges only
🛎 Service Invoice — service charges only
📄 Full Invoice — everything combined

Collecting a payment

1. Click Collect Payment in the invoice panel.
2. Enter the amount, choose method (Cash / bKash / Bank), and add a note if needed.
3. Specify type: Room payment or Service payment.
4. Click Confirm Payment.
5. The payment appears in the invoice table and in the revenue report automatically.

✅ Every payment you record goes directly into the admin revenue report. Nothing is lost.

Payment history

All payments are shown in the invoice with date, time, amount, method, and who recorded it. The invoice shows ✔ Fully Paid or Balance Due at the bottom.

What is the lock?

Once any payment is recorded on an invoice, it automatically locks. This prevents staff from modifying amounts after money has been collected — protecting the guest and the business.

What you cannot do when locked

What you can still do

If you need to edit a locked invoice

1. Call the admin and explain what needs to be changed.
2. The admin will give you the Override PIN by phone.
3. Click the 🔒 lock banner at the top of the invoice.
4. Enter the PIN → the invoice unlocks for one editing session.
5. Make your changes and click Save — it locks again automatically.

⚠️ The PIN override is logged with your name and timestamp. Admin can see every unlock in the Security Log.

Checked-out bookings

After checkout, the invoice is permanently locked, even with the PIN. This is intentional — checked-out records are final.

6. CRM — Guest Relationship System

Most important feature for building a loyal guest base

Guest segments explained

Opening a guest profile

Click on any guest card to open their full profile. Inside you can:
• Add their birthday and anniversary date
• Tick their room preferences (e.g. Non-smoking, High floor, Extra pillows)
• Write staff notes (e.g. "Prefers quiet room, allergic to feathers")
• Mark Follow-up with a reason — the guest card will show a follow-up badge
• Tick/untick marketing messages OK
• See full stay history with room, dates, and amount

✅ Always click Save Profile after making changes — otherwise the notes will not be saved.

Sending WhatsApp to a guest

Each guest card has a WhatsApp button. Clicking it opens WhatsApp directly with a pre-written greeting message. You can edit the message before sending.

You can also WhatsApp a guest from inside their profile with a review request or custom message.

Marketing Hub

Click Marketing Hub button in the CRM filter bar to send a campaign:
1. Choose your audience (All guests, VIP only, Inactive, Birthdays).
2. Pick a template (Eid, Birthday, Welcome Back, Special Offer…) or write your own.
3. Click Send Campaign — each guest appears with a Send button.
4. Tap Send next to each guest — WhatsApp opens with their name inserted automatically.
5. Sent guests are marked ✓ green so you do not send twice.

Loyalty points

Points are awarded automatically when a guest checks out — you do not need to do anything. Guests earn points per night stayed and per ৳1000 spent. Points are visible in the Admin → Insights tab. Guests can redeem points for discounts on their next stay — apply the discount manually in the booking form.

Exporting the guest list

Click Export in the CRM filter bar to download all guest data as a spreadsheet (CSV file). The file includes: name, phone, segment, total stays, total spent, last stay date, birthday, and preferences. Open it in Excel or Google Sheets.

After clicking Checkout, a popup appears with three options:

Best practice at checkout

☐ Process checkout first (collect any balance due)
☐ If the guest is present, tap Guest Survey and hand them the screen
☐ If the guest is in a hurry, send the WhatsApp survey link
☐ For VIP or happy guests, send the Google Review Request

ℹ️ Survey ratings appear in Admin → Insights → Guest Surveys. Admin reviews this to see service quality trends.