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Stay N Host Help

Confirm the unit

Converting is the heart of the funnel: one action verifies the payment, confirms the booking, and posts the cash into your books - all together, or not at all. It is deliberately a different person’s job than taking the booking: only an Account Manager can verify a payment, so the seat that quoted the stay never signs off on its own money.

Screen /inquiries · Roles: Account Manager

  1. Open the locked inquiry - from Today’s Verify payment item, the funnel list, or the notification - and check its payment screenshots against your bank statement.

  2. Press Convert to booking. The Confirm the unit dialog opens.

  3. Confirm the unit. The held unit is preselected; you can pick a different free unit of the same type if you need to (not on a group - a group’s units are fixed).

  4. Confirm the money. The dialog shows the amount on the proof, the final total (editable - a discount settled on the phone is legitimate, and the dialog warns you it re-prices the stay and expires any quotation link the guest holds), and verified as received - the cash you confirm actually landed. Whatever is left becomes “To collect at the property.”

  5. Press Verify & confirm booking. The inquiry becomes Booked; the booking appears in Bookings, on the Calendar, and in Today’s upcoming check-ins; every unverified transfer on the inquiry is verified together; and the verified cash posts to your books against the booking.

What’s next

Section titled “What’s next”