Book and run a staycation

Platform: ResiCRM · For: Sales, Executive Director

A staycation lets a prospect try community life. Go to Staycations under Engagement.

Book a stay

1. Choose Book Staycation. From a prospect, you can choose Plan staycation.
2. Choose the Community and Prospect, or type a Prospect name.
3. Enter the Arrival date and Nights. A stay can be 1 to 30 nights.
4. Add Guest apartment, Host counselor, Diet preferences and Dining seating.
5. Choose Add guest for anyone coming along.
6. Choose Book Staycation.

Run the checklist

1. Select the stay from the list. You can also find it on the Calendar tab.
2. Tick tasks under each department, such as Sales, Housekeeping and Dining Services.
3. Use Add checklist task to add your own.
4. Add items under Activities planned.
5. Enter names under People & directors to meet.
6. Change the status as the stay moves along.

The stay shows a percent ready as tasks are ticked.

Print the plan

Choose Game Plan PDF. Allow pop-ups if asked.

Good to know

• Status options are requested, confirmed, in progress, completed, cancelled and archived.
• Bookings do not reserve a unit in Units & Availability.
• Link the stay to a prospect so the journey panel and conversion reports can use it.
• Use the archive icon to move a stay to the Archive tab.

If something goes wrong

If a save fails with a message that the booking changed, someone else edited it. Refresh and try again.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.