Hotel Setup Process Flowchart

Visual Guide to Hotel Configuration - This document provides a visual representation of hotel setup process, showing dependencies and decision points throughout configuration journey.

Overall Setup Flow

Start Setup
Hotel Registered?
No
Complete Hotel Registration
Yes
Login to System
Access Hotel Dashboard
Onboarding Complete?
No
Begin Setup Steps
Yes
Hotel Ready for Bookings

The 9 Essential Setup Steps

# Step Purpose Key Actions
1 Hotel Policies Define rules for guest stays Set check-in/out times, cancellation rules, payment policies
2 Room Types Categorize rooms by features and pricing Add room categories, set occupancy limits
3 Room Names Create consistent room identification Establish naming convention, assign names
4 Bed Types Define bed configurations Select bed options, set capacity limits
5 Floors Organize rooms by levels Add floors, assign room counts
6 Amenities List all facilities and services Select amenities, mark as complimentary/paid
7 Room Services Configure additional guest services Add services, set pricing and hours
8 Add Rooms Create individual room records Use room planner or direct form
9 Rack Rates Set base pricing for all rooms Configure rates by room type and date
All 9 steps must be completed before accepting bookings. The system will prevent booking activation until all requirements are met.

Detailed Setup Steps Flow

Step-by-Step Process

Each step must be completed in order as they build upon each other:

Step 1: Hotel Policies
Policies Configured?
No
Edit/Save Policies
Yes
Step 2: Room Types
Step 2: Room Types
Room Types Set?
No
Add/Edit Room Types
Yes
Step 3: Room Names
Step 3: Room Names
Room Names Added?
No
Add Room Names
Yes
Step 4: Bed Types
Step 4: Bed Types
Bed Types Configured?
No
Select Bed Types
Yes
Step 5: Floors
Step 5: Floors
Floors Set Up?
No
Configure Floors
Yes
Step 6: Amenities
Step 6: Amenities
Amenities Selected?
No
Choose Amenities
Yes
Step 7: Room Services
Step 7: Room Services
Services Configured?
No
Add Room Services
Yes
Step 8: Add Rooms
Step 8: Add Rooms
Individual Rooms Added?
No
Create Room Records
Yes
Step 9: Rack Rates
Step 9: Rack Rates
Rates Configured?
No
Set Base Rates
Yes
Setup Complete

Configuration Dependencies

Some setup steps depend on others being completed first:

Core Configuration

Hotel Policies
Room Types
Room Names
Bed Types

Physical Layout

Floors
Individual Rooms

Services & Features

Amenities
Room Services

Pricing

Rack Rates
Dependencies: Core must be completed before Physical Layout, which must be completed before Pricing

Decision Points in Setup Process

1. Hotel Registration Verification

Begin Setup
Hotel Already Registered?
No
Complete Registration Form
Registration Approved?
Yes
Use Existing Credentials
Access Hotel Dashboard

2. Rate Configuration Strategy

Configure Rack Rates
Pricing Strategy
Fixed
Simple Rate Structure
Seasonal
Multi-Season Setup
Dynamic
Advanced Rate Rules
Simple
Multi-Season
Advanced Rules
Validate Rate Calculations
Rate Setup Complete

Error Handling Flow

Configuration Error
Identify Error Type
Validation
Check Required Fields
Permission
Verify User Permissions
System
System Diagnostics
Fix Data Entry
Contact Administrator
Try Again / Clear Cache
Operation Successful?
Yes
Continue Setup
No
Error

Progress Tracking Flow

Start Setup
Complete Step 1
Update Progress: 11%
Complete Step 2
Update Progress: 22%
Complete Step 3
Update Progress: 33%
Complete Step 4
Update Progress: 44%
Complete Step 5
Update Progress: 55%
Complete Step 6
Update Progress: 66%
Complete Step 7
Update Progress: 77%
Complete Step 8
Update Progress: 88%
Complete Step 9
Update Progress: 100%
Setup Complete - Ready for Bookings

User Role-Based Access Flow

User Login
User Role
Admin
Full Access
Hotelier
Property Access
Manager
Limited Access
Can Configure All Hotels
Can Configure Own Properties
Can Configure Assigned Areas
Access Configuration Pages
Begin Setup Process

Quality Assurance Flow

Setup Complete
Quality Assurance Check
All Steps Completed?
No
Identify Missing Steps
Yes
Data Valid?
No
Fix Data Issues
Yes
Rates Calculate?
No
Fix Rate Configuration
Yes
Policies Work?
No
Adjust Policies
Yes
Approve for Production
Go Live - Accept Bookings

Tips for Following Flowchart

  1. Start at Top: Always begin with overall setup flow
  2. Follow Dependencies: Some steps require previous steps to be completed
  3. Check Decision Points: Pay attention to decision diamonds (questions)
  4. Handle Errors: Use error flow if you encounter issues
  5. Track Progress: Monitor your completion percentage
  6. Quality Check: Complete QA before going live

Printing This Guide

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Need Help?

If you're unsure about any step in flow:

  1. Check detailed setup guide
  2. Use checklist for specific requirements
  3. Contact support with your current step

Support

Information to Provide