First week

Audience: Owner or manager setting up a lodge or boutique hotel
Objective: After this path, the desk can check in a guest, post a charge, check out, and close the day.
Time: About 2–3 hours of setup, then one live day

Prerequisites

• A workspace created at /onboarding with business type Hospitality or Hybrid
• Your role is admin or manager
• At least one room type and one room before Front Desk can check someone in

Scenario

You run a small lodge. Guests walk in and book ahead. Housekeeping needs a board. You close the business day with night audit.

Steps

1. Confirm property setup

1. Open Settings → Property (/settings/property).
2. Enter the property name, address, GSTIN if you are registered, and check-in / check-out times.
3. Create room types (name, base rate, max occupancy).
4. Add rooms for each type.
5. Add at least one rate plan (/settings/property/rates).
6. Optional: rate calendar, extra charges, tax rules, and policies (/settings/property/policies).

Confirm the Hotel / PMS module is on at Settings → Profile (/settings/profile#module-pms).

2. Invite the team

1. Open Settings → Team (/settings/team).
2. Invite front desk as cashier or manager, and housekeepers as housekeeping.
3. Confirm each person can sign in.

3. First walk-in

1. Open Front Desk (/front-desk).
2. Choose Walk-in (or the centre check-in button on a phone).
3. Enter the guest name and phone, select a vacant clean room, set the departure date, and optionally record an advance (cash, UPI, or card).
4. Choose Check in.

The guest is in-house. A folio opens with room charges. Room status updates for housekeeping.

Details: Walk-in check-in.

4. First reservation, then arrival

1. On Front Desk, choose New booking.
2. Enter the guest, dates, and room type, then save.
3. On the arrival day, open Today → Arrivals and choose Check in. Assign a room if asked, and record a deposit if you take one.
4. Open the folio any time to add charges.

5. Post on the open stay

1. From Today → In-house, open the folio.
2. Use Add charge for an extra, or Charge to Room at POS when the guest buys at the counter.
3. Guest bills and thermal receipts stay English.

Details: Manage a folio.

6. Housekeeping loop

1. After checkout, or when a room needs service, open the Housekeeping tab on Front Desk, or send staff to /hk on a phone.
2. Move the task Pending → In progress → Completed. Completing the task marks the room clean for the next arrival.
3. Hindi labels are for housekeeping staff UI only. The EN | हिंदी toggle is on the Front Desk Housekeeping tab. Guest bills stay English.

Details: Housekeeping.

7. First checkout

1. Open Today → Departures, or open the folio and choose Check out.
2. Review charges, apply a discount if needed, choose the payment method, and choose Complete checkout.
3. Opseno generates the GST invoice (lodging SAC 9963). A housekeeping task is created for the room.

8. Close the day

1. Review Dashboard occupancy, ADR, and RevPAR.
2. On Front Desk Today, open Night audit checklist.
3. Resolve warnings you care about, then choose Roll business date.

Confirmed arrivals that were not checked in become no-shows. The business date advances for that property. The next shift inherits the new date, in-house stays, and any folios flagged for a balance.

Details: Run night audit.

Recap

• You can check guests in and out on a live folio.
• Housekeeping can clear rooms for the next arrival.
• Night audit closes the business day.

Before the first paying guest: Go-live checklist.

Ask the desk from live data: Use TorQ. Writes still need approval.