Support Centre - Reservation & Housekeeping Update – User Manual
Swift Cloud ERP >> Reservation >> Reservation Settings
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This document explains the latest updates added to the Hotel Management (Reservation) Module of Swift. It is written as a step-by-step guide to help users clearly understand how the new features work and how to use them effectively.
1. Navigation Overview
To begin, all Reservation and Hotel Management menus are located on the left-hand side of the application. From here, users can access reservations, housekeeping, room management, and reports.
2. New Reservation Interface
To create a new reservation:
- Click on New Reservation.
- You will notice that the interface has been visually improved to be more user-friendly and appealing.
- Additional fields have been added, including:
- Nationality
- Means of Identification
These new fields help ensure proper guest documentation and better record keeping.
3. Housekeeping Module (New Feature)
The Housekeeping section is an entirely new page designed to manage room status efficiently.
How Housekeeping Works
- Newly Created Rooms
- When a room is created for the first time, it is automatically set to Dirty.
- Cleaning Process
- A housekeeping staff member is assigned to clean the room.
- The staff logs in and clicks Start Cleaning, which changes the room status to Cleaning.
- Once cleaning is completed, the staff clicks Mark Cleaned.
- Supervisor Approval
- A supervisor must either Approve or Reject the cleaning.
- Approved means the room is now Clean and Ready for Occupation.
- Rejected means the room needs to be cleaned again.
This workflow follows standard hotel room management practices.
4. Super Admin Controls (Top Menu)
Before the dashboard, the Super Admin has access to additional controls that other users cannot see:
- Approve All Rooms – Approves all cleaned rooms at once (useful after bulk maintenance).
- Set All Rooms as Dirty – Marks all rooms as dirty.
- Set All Maintenance – Places rooms under maintenance, making them unavailable for booking.
- Resolved Maintenance – Marks maintenance as resolved and automatically sets rooms to Dirty, meaning housekeeping must clean them before approval.
5. Reservation Settings
To access reservation settings:
- Click Reservation / Hotel Management
- Select Reservation Settings
This page contains all configuration options, including:
- Reservation configurations
- Reservation confirmation reports
- General reservation-related settings
All settings are organized on one side for easier access.
6. Managing Rooms and Maintenance
Setting a Room Under Maintenance
- From the same settings page, click Manage Room Categories (top-left).
- Select a room category.
- Click on a room name.
- Choose Out of Order and confirm.
- This sets the room as Under Maintenance.
Returning a Room to Use
- Click Mark as Back in Use and confirm.
- The room is automatically set to Dirty, meaning housekeeping must clean it before approval.
7. Housekeeping Page Details
When you return to the Housekeeping page, you will see the room listed with:
- Room Number
- Room Status
- Task Status
- Assigned To
- Action Column
Housekeeping Roles
Two new roles have been added:
- Default Housekeeping – Assigned to housekeeping tasks and responsible for cleaning rooms.
- Housekeeping – Can access the housekeeping page, start cleaning, and mark tasks as completed.
Note: What actions a user can see depends on their assigned role.
Action Column Options
Depending on role, actions may include:
- Start
- Approve
- Reject
- Dirty
- Maintenance
To clean a room:
- Click Start to begin cleaning.
- Once done, click Mark Cleaned.
- Wait for supervisor approval.
Only after approval will the room become available for booking.
When a guest checks out, the room automatically returns to Dirty, and the cleaning cycle starts again.
8. Reporting Module
To access reports:
- Click Reservation / Hotel Management
- Select Reservation Report
All reports are now unified into a single interface with two major dashboards.
Reservation Dashboard
This dashboard provides:
- A summary of hotel activities
- Key metrics displayed in summary boxes
- Charts showing trends
- Revenue from different departments at a glance
Business Day Review
This focuses on:
- Financial performance
- Daily revenue and transactions
Other Reports
- Current Guests – Guests currently checked in
- Arriving Today – Guests expected to arrive today
- Upcoming Bookings – Reservations for the next seven days
These enhancements ensure better visibility and planning.
9. Role Assignment Guidelines
For proper system operation:
- The Head of Housekeeping should be assigned the Default Housekeeping role.
- Other housekeeping staff should be assigned the Housekeeping role.
- Accommodation Admin acts as the overall head of room operations.
- Accommodation User handles guest check-ins and daily operations.
10. Summary
These updates significantly improve how reservations, housekeeping, room maintenance, and reporting are managed within the Swift Hotel Management Module. The goal is to provide a clear workflow, better control, and an improved user experience for hotel staff and management.