CR
CLUB REDProperty Management
CANONICAL DEV

OPERATIONS

Timeline

Connecting…

UNPLACED FROM EXCEL 0

Incoming observations without a known room and valid stay dates.

RESERVATION

New Booking

Stay Pricing

Payment & Deposit / Ledger

Breakfast & Services

EXCEL SOURCE OBSERVATION

Needs Review

Daily Operations

Reservations

Selected Reservations

Club Red Operations Assistant

Choose a question. Answers use current PMS records.

Welcome & Policies

Document Preview

Payment Ledger

Cross-currency payment

Service / Charge

Billing

Billing Details
+ Contact details
+ Invoice note
Invoice Options
Currency Conversion

Invoices

Allocate Received Payment

Enter the received amount for each selected Reservation. All allocations must use one currency.

Excel Sync / Review

Safe linked changes appear immediately. Review does not confirm check-in, payments or pricing.

Import isolated workbook

Use the source's ordered revision. Anonymous bookings remain visible for an explicit identity decision.

Resolve Source Observation

Correct source placement for this decision

Settings

Changes are saved to canonical configuration with revision checks. Existing Reservations keep their approved pricing.

Housekeeping / Room Availability

Finance

Filters / reporting basis

Confirm change