The Occupancy planner

The Occupancy planner (Occupancy in the sidebar, /booking/occupancy) is the daily operations view for a property. It gathers who is in-house, who is arriving and leaving, and the day's housekeeping and transfers into one place. Change the date at the top to plan any day; the selected day and tab are stored in the page address, so you can bookmark, for example, tomorrow's arrival list.

Occupancy planner, in-house tab

Who can access this: Requires the Bookings permission and the Resort module. Some tabs need extra permissions or modules (Transfers, Housekeeping, and Booking payments for the Report tab).

Tab	What it is for
Occupancy	In-house guests for the chosen day, grouped by room — the place to assign and move guests between rooms.
Upcoming Bookings	Confirmed bookings arriving within a chosen window, with guest-form and payment readiness at a glance.
Arrival / Departure	Who arrives and who leaves on the day, ready to print.
Transfers	Plan airport and dock transfers for the day (Transfers module).
End of day	The night audit summary.
Products	What was sold or consumed on the day.
Housekeeping	Rooms to clean and turn over (Housekeeping module).
Report	Paid and outstanding amounts over a date range (Booking payments permission).

The Occupancy tab (in-house)

The Occupancy tab shows every in-house guest for the chosen day as a room-by-room feed. The toolbar has a date picker, an only occupied toggle, and a search box for guest or room. A metrics strip totals in-house guests, arrivals and departures, day guests, and — with the right permission — on-site and open amounts. Filter with the room-type chips and the status buttons.

Each row shows the room, its guests, the stay period, the invoice number, and the amount. Click a row to expand it. From here you:

• Assign or move a guest to a different room.
• Check-In a guest or room (opens the Check-In dialog).
• Add day guests (walk-ins) from the day-guest band, when day guests are enabled.
• Print the occupancy list from a template.

No-show guests are marked and excluded from the counts.

The Upcoming Bookings tab

Lists confirmed bookings arriving within a window you set (arrival within a number of days, weeks, months, or years). Each card shows the booking, agency, language, and the Direct, On-site, and open payment amounts, plus a readiness tick. Expand a card to see each guest's guest-form completion and to create or download forms. Print the list from a template.

Occupancy planner, upcoming bookings tab

The Arrival and Departure tabs

Two tabs list who arrives and who leaves on the chosen day. A strip of date buttons (badged with counts) lets you jump between days. Each row shows the room and bed type, the guests (with any no-show marker), the booking button, room notes, and expandable booking comments. Print an arrivals, departures, or combined list from a template.

Occupancy planner, arrival tab

Occupancy planner, departure tab

The Transfers tab

Plan the day's airport and dock transfers — who needs picking up or dropping off, and on which vehicle. Requires the Transfers module and the Transfers permission. Full detail is in Master Data — Accommodation.

Occupancy planner, transfers tab

The End of day tab

The night-audit summary for a date range. Cards total in-house guests, check-ins, check-outs, bookings, and the POS counter (resolved / open bills, plus open today and open overall). Below, on-site products sold are grouped by category, with an expandable item list that links back to each booking's bill. Export CSV for items, products, or payments, and refresh at any time.

Occupancy planner, end of day tab

The Products tab

Shows what was sold or consumed over a date range. Filter by product, pick the date range, and print from a template. The table lists each item by room and guest.

Occupancy planner, products tab

The Housekeeping tab

Lists rooms to clean and turn over, grouped by room type. Each room shows its status, whether it is occupied or vacant, and any arrival or departure that day. Set a room's usage state inline, filter by state or room type, switch between card and table view, print a housekeeping list, or export CSV. Requires the Housekeeping module.

Occupancy planner, housekeeping tab

The Report tab

A quick money report over a date range: a table of bookings with paid, open, and complete amounts, and totals per currency. Requires the Booking payments (read) permission. Full financial reporting is in Reports.

Occupancy planner, report tab

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