A day in Gurita: workflows by role

Everyone uses Gurita a little differently. Here is a short "day in the life" for the common roles, with links to the chapters that explain each step.

Reservations agent

Turn enquiries into confirmed bookings.

1. Take an enquiry and open the booking wizard from Booking → Create Booking.
2. Choose the dates and a room or a trip cabin, then add the guest.
3. Send an offer or confirmation, and trigger the pre-arrival guest form.

See Bookings and CRM and customers.

Front desk / reception

Get guests in and out smoothly.

1. Start the day on the Occupancy board to see arrivals, departures and housekeeping.
2. Check-In each guest and add any on-site charges to their folio.
3. Take payment, Check-Out, and close the day with the end-of-day view.

See Bookings, The folio and invoicing and Finance.

Finance / bookkeeping

Keep the money side clean.

1. Reconcile incoming payments and review the Cash Flow.
2. Manage Agent Credits, Customer Credits and the Cash Box.
3. Issue and track invoices, and pull month-end figures.

See Finance and Reports.

Food & beverage / POS

Run the bar, restaurant or shop.

1. Open the POS counter and select a table or start a new bill.
2. Add items, then split, move or discount as needed.
3. Take payment; managers review the day in All bills and the POS Monitor.

See Point of sale.

Dive guide / dive operations

Plan and record the diving.

1. Check the Dive Overview and build the dive plan for the day's trip.
2. Assign divers and record each dive against the right Dive Site and Dive Type.
3. Keep Dive Boats and their logs up to date.

See Dive operations.

Manager / owner

Watch the business and set the rules.

1. Start on the Dashboard for a live snapshot.
2. Dig into Report for finance, bookings, occupancy and dive activity.
3. In Settings, adjust Active Modules, users and roles.

See Dashboard, Reports and Settings and administration.