Ecofyx
Ecofyx / Templates / Guesthouse and lodging
Ready-to-use application by segment

Guesthouse and lodging

Manage rooms, reservations, guests, check-in, housekeeping, maintenance, check-out, guest charges and payments.

What this template is designed to organize

Manage rooms, reservations, guests, check-in, housekeeping, maintenance, check-out, guest charges and payments.

Operational area

Guesthouse and lodging

Connected structure

6 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application by segment

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 8 visible fields

Guesthouse accommodation registration

Key fields:

  • Accommodation/room
  • Number or code
  • Type
  • Guest capacity
  • Base nightly rate
  • Amenities
  • Internal location
Included form 2 · 7 visible fields

Guest registration

Key fields:

  • Guest name
  • Phone/WhatsApp
  • Email
  • ID document
  • Date of birth
  • City/state of origin
  • Preferences and notes
Included form 3 · 7 visible fields

Lodging reservation

Key fields:

  • Accommodation
  • Primary guest
  • Expected check-in
  • Expected check-out
  • Adults
  • Children
  • Booking channel
Included form 4 · 7 visible fields

Guesthouse check-in

Key fields:

  • Reservation
  • Accommodation
  • Primary guest
  • Total guests
  • Documents checked?
  • Instructions provided
  • Notes
Included form 5 · 7 visible fields

Accommodation housekeeping

Key fields:

  • Reservation code
  • Accommodation
  • Service type
  • Items checked
  • Linen replaced or removed
  • Damage, missing items or maintenance needed
  • Photo/evidence
Included form 6 · 7 visible fields

Guesthouse check-out and payment

Key fields:

  • Reservation
  • Accommodation
  • Guest
  • Room charges
  • Additional charges
  • Discount
  • Verification

How this template organizes the routine

Manage rooms, reservations, guests, check-in, housekeeping, maintenance, check-out, guest charges and payments. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Guesthouse and lodging

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typeReservation
Primary fieldReservation ID

Available filters

StatusReservationPerson responsible

Visible dashboard columns

  • Reservation
  • Accommodation
  • Guest
  • Check-in
  • Check-out
  • Status

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Current stays
Today's arrivals
Today's departures
Accommodations awaiting clearance

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • New booking
  • Register guest
  • Register accommodation
  • Record check-in
  • Record accommodation cleaning
  • Record check-out and payment
  • Update accommodation
  • Update guest
  • Update booking

Attention points

Check these alerts to identify records that may need follow-up.

  • Provisional booking without a recorded deposit
  • Accommodation blocked
  • Pending payment

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Guest stay workflow

Available statuses

Provisional bookingConfirmedAwaiting arrivalChecked inStayingAwaiting departureChecked outPayment pending
  • Confirm bookingProvisional booking → Confirmed
  • Prepare check-inConfirmed → Awaiting arrival
  • Check in guestAwaiting arrival → Checked in
  • Prepare check-outStaying → Awaiting departure
  • Complete check-outAwaiting departure → Checked out
  • Confirm stayChecked in → Staying
  • Record outstanding paymentChecked out → Payment pending

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Guesthouse and lodging template for?

Manage rooms, reservations, guests, check-in, housekeeping, maintenance, check-out, guest charges and payments.

Which forms are included in this template?

Guesthouse accommodation registration, Guest registration, Lodging reservation, Guesthouse check-in, Accommodation housekeeping, Guesthouse check-out and payment.

How are records organized in Ecofyx?

Data is organized in the Guesthouse and lodging dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

A public page is included and required to start the external process. The entry form is “Lodging reservation”. Visitors can track the request by protocol when that feature is enabled.

Can I customize this template for my organization?

Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.

Start with Guesthouse and lodging

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.