Management software for hospitality, spas and clinics
See deposit and balance
Hospitality deposits, balances and cancellations
Know what was paid and what changed
Track deposits, payments, balances, date changes and cancellations.
The demo maps configuration, permissions and integrations to the way your business operates.
What changes in the work
See deposit and balance
Record the terms provided
Handle date changes
Maintain payment history
The challenge
There may be weeks between booking and arrival. Payment and cancellation rules need to be clear, recorded and connected to the individual stay.
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.
Record the terms provided
Handle date changes
Maintain payment history
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
Offer and terms
Collect deposit
Confirm
Change or cancel
Balance and close
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
How is the deposit set?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
Can payment be split?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
What happens when dates change?
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 refund recorded?
The fit review maps units, availability, payments, add-ons and guest preparation. Connections to external platforms are assessed and approved separately before commitment.
Hospitality deposits, balances and cancellations