Management software for hospitality, spas and clinics
See previous bookings
Guest history management
Remember the guest and what was agreed for each stay
Keep guest details, bookings, payments, requests and preferences in one record.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
See previous bookings
Keep requests and preferences organized
Attach payments and communication
Define retention and access
The challenge
A returning guest should not need to start from zero, but personal information should only be retained under an approved purpose and policy.
The product in action
Move from daily availability to every active booking
These screens illustrate the connection between an occupancy view and the booking list. The exact hospitality setup is assessed against unit types, turnaround times and payment rules.
Keep requests and preferences organized
Attach payments and communication
Define retention and access
A code-built interactive illustration with sample data only. It is not a customer screenshot.
Occupancy calendarToday, August 5
Booking #28417Paid
CustomerLevi family
ServiceVine Suite
Assignment2 nights
- Received
- Approved
- In progress
Unit preparation3 / 4
- Unit blocked across channelsDone
- Automatic confirmation sentDone
- Resource reserved in calendarDone
- Team check before arrivalToday
Sample data onlyNot a customer screenshot
One connected workflow
From the first request to management visibility
Create guest
Link booking
Record requests
Host the stay
Retain or delete by policy
Before implementation
Map the real operation before configuring the platform.
This exposes rules, exceptions and connections that need review before a transition can be planned safely.
- 01Unit types, capacity and availability rules
- 02Check-in, check-out and turnaround timing
- 03Deposits, balances and change or cancellation rules
- 04Add-ons, packages and stay-related operating tasks
Questions worth checking
Before choosing a platform
Which guest information is retained?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
How is a returning guest identified?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
Who can see requests?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
How long is information kept?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
Guest history management