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