Book a staycation and run its checklist

Platform: ResiConnect · For: Sales, Hospitality, Executive Director

A staycation is an overnight trial stay for a prospect. The checklist keeps each department on track.

Book the stay

1. Open Hospitality and select Staycation.
2. Select Book Staycation.
3. Pick a Prospect, or type their name. Add an email and phone if you like.
4. Set the Check-in date and Nights.
5. Choose the Guest apartment and Host counselor.
6. Add Accompanying guests, diet preferences and dining seating.
7. Select Book Staycation at the bottom.

Prospects are saved with this stay only. They are not added to your residents.

Run the checklist

1. Select the stay under Upcoming on the Bookings tab.
2. Set the Status.
3. On each department card, tick tasks as they finish. Use Add task to add one, or Edit to reword one.
4. Under Activities planned, add activities with a time.
5. Under People & directors to meet, add names and tick each one confirmed.
6. Add Notes for the team.

The progress bar shows how ready the stay is.

Share and finish

• Select Game Plan PDF to print the plan for each department.
• After the stay, select Archive. Find it later on the Archive tab and select Restore if needed.
• The Calendar tab shows all stays by month.

If something goes wrong

Deleting a staycation removes its checklists, activities and notes. Archive it instead if you may need it. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.