Ensuring all bookings are properly closed is crucial!
Once all counts and payments are accounted for, and you have reached the booking end date, a standardized closure process is key. This will maintain the integrity of your GRC, keep your calendar clean and readable, and ensure your reports are precise and reliable, fostering clarity among your team.
1. Confirm all guest rooms have been recorded and picked up.
- Go to the Guest Room tab> Edit> After all edits, click update.
- Drop down each guest room type to ensure you have added and picked up all guest rooms associated with this booking.
*Pick-up numbers will be entered manually unless integrated with your PMS.
2. Make sure all of your billable items are up to date.
- Go to each event's food section and make sure all food item counts, add-ons, and prices are updated.
- Then, scroll to each event's beverage section to fill in any by consumption totals, counts, or add-ons.
- Lastly, go to any additional charges sections to add any outstanding charges.
3. Confirm all payments have been reconciled and there is a zero balance.
- While on the booking, click the Payments tab.
- Confirm Total Outstanding is $0.00
4. Update your booking and corresponding room blocks and events to Closed.
- While on the booking, select the Edit button.
- Change the status to Closed.
- Update all events and room blocks.
Need more guidance? Our In-App Guides in the Productivity+ section on the bottom left of your Tripleseat screen will walk you through the steps to success!
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