Part 1 — Product Tour

Reports, Marketing & Administration at a Glance

Revenue and occupancy reports, customer insights, promotional campaigns, user roles, settings and the audit log.

SharedAdd-onFor: Owners, Managers
All chapters

Reports & analytics · Add-on

ReportAnswers the question
Revenue ReportsHow much did we earn, from which source, and over what period?
Occupancy ReportsHow full were our rooms, and on which days?
P&L ReportIs the hotel making a profit?
Food Sales AnalyticsWhich dishes sell best, and which don't?
Customer InsightsWho are our best customers and guests, how many return, and who hasn't visited in a while?

Customer Insights brings restaurant customers and hotel guests together. It groups them into loyalty tiers, and shows the repeat rate, lifetime value, a list of top customers and a list of those at risk of not coming back.

Customer insights
Customer insights

Promotional campaigns · Add-on

Send targeted offers by SMS, email or WhatsApp.

  1. Choose an audience, for example Gold-tier customers or guests who haven't returned.
  2. Write the message, or pick an approved WhatsApp template.
  3. Send yourself a test.
  4. Send now, or schedule it for later.

Customers who have opted out of marketing are excluded automatically.

Notifications

Guests and customers can receive automatic messages, such as a reservation confirmation or a reminder before their booking, by SMS, email or WhatsApp. You choose which messages are switched on and can edit their wording.

Users, roles & security

  • Roles and permissions (RBAC): use the ready-made roles (Manager, Cashier, Waiter, Kitchen Staff, Receptionist and Accountant, plus a Full Access preset), or create your own custom roles and choose exactly what each one can view and change.
  • Assign roles to staff per property.
  • Audit Log: a record of who changed what, and when.
Role permissions
Role permissions

Settings

Each property has its own settings for currency and default GST rate, QR self-ordering, payment gateway, receipt and printer layout, invoice layout, notifications and the kitchen display. The account owner also sees which modules are active on the plan.