Features | ResortSteward

Booking Management

Configurable booking modes — request-based for personal touch or instant confirmation

Multi-resource bookings and resource bundles with automatic bundle discounts

Full lifecycle: Requested → Held → Confirmed → Checked In → Checked Out

Configurable hold window with automatic expiration and concurrent request arbitration

Cross-season stays with automatic pro-rated pricing

Add-ons, stackable discounts, loyalty pricing, and per-guest surcharges

Guest modification requests — date changes, late checkouts, party size changes from the portal

PDF booking confirmations

Payment Processing

Integrated with Helcim, Stripe, and Square — or fully manual if you prefer offline payments

Guest self-service online checkout via hosted payment pages

In-person terminal and card-reader charges

Partial and full refund support with audit trail

Automatic payment receipt emails

Complete payment history per booking with collection rate tracking

Financial exports in XLSX, CSV, QuickBooks (IIF), and FreshBooks formats

Resource Management

Fully configurable resource types (Cottages, Boats, Kayaks, Docks, etc.)

Custom attributes per resource type with filterable fields

Seasonal pricing with daily, weekly, and bi-weekly rates and per-guest surcharges

Buffer windows between bookings and blackout periods (global, per-type, per-resource)

Annual season rollover with pricing carried forward automatically

Resource history timeline (bookings, tasks, audit events)

Photo galleries and document attachments per resource

Task Management

Event-driven task generation (check-out triggers cleaning, etc.)

Task templates with checklists and role-based assignment

Recurring scheduling (daily, weekly, biweekly, monthly) and usage-based triggers

Vacancy-aware task conditions

Photo documentation on task completion

Printable task sheets for seasonal staff

Calendar integration with drag-and-drop scheduling

Operational alerts: hotspot detection, daily digest emails, workload forecasting

Guest Portal

Passwordless magic link authentication

Resource browsing with photo galleries, attribute filtering, and live pricing

Online payment with transparent price breakdowns (seasonal rates, add-ons, discounts, taxes)

Booking history, documents, and communication in one place

Submit modification requests (date changes, late checkout, party size, add-ons)

Leave reviews after checkout with per-resource ratings

Automatic duplicate guest detection and merging with 30-day undo

Guest Reviews

Post-checkout reviews with 5-star ratings and per-resource comments

Auto-generated display names for guest privacy

Approval workflow with manager responses and featured review curation

Featured reviews displayed on the guest-facing landing page

Staff Portal

PIN-based authentication for housekeeping, maintenance, and front desk staff

Installable Progressive Web App with offline access and automatic sync

Mobile-optimized task list with role-based filtering

Task claiming, checklist progress tracking, and photo capture

In-app notifications for task assignments, overdue alerts, and schedule changes

Communications & Automation

Built-in guest email lifecycle — confirmations, hold notices, payment receipts, modification responses, and magic link login sent automatically

4 customizable email templates with rich text editor and 19+ dynamic variables: pre-arrival info, welcome, checkout reminder, and post-stay thank-you with review invitation

Document attachments on automated emails (cottage rules, boat waivers, etc.)

10 automation triggers spanning the booking and operational lifecycle

Configurable actions: create tasks, send emails, send in-app notifications

Condition-based rules (filter by resource type, booking value, vacancy windows)

Email delivery tracking with retry and audit trail

Role-based notification routing and operational digests (hotspot alerts, daily task sheets)

Analytics & Forecasting

Eight dashboard tabs: Occupancy, Bookings, Payments, Utilization, Revenue, Guests, Operations, Forecast

Resource utilization heatmaps and RevPAN (revenue per available night) per resource

Guest segmentation with automatic and custom tagging

Forward-looking forecasting: occupancy projections, booking pace, revenue, and seasonal demand

Period-over-period comparison with configurable date presets

Financial exports to XLSX, CSV, QuickBooks, and FreshBooks with formatted sheets and charts

Calendar & Scheduling

Interactive booking calendar with drag-to-reschedule

Resource-grouped views (day, week, month, timeline)

Color-coded booking statuses at a glance

Blackout period and task overlays

Quick actions directly from calendar events (confirm, check-in, check-out, cancel)

Administration

Role-based access control (Administrator, Manager, Front Desk, Housekeeping, Maintenance)

Comprehensive audit log with before/after snapshots, searchable viewer, and Excel export

Resort branding (logo, favicon, tagline)

Contextual help on every management page

Encrypted credential storage for payment gateway API keys

Configurable display timezone, tax rates, currency, and hold windows

Meal Plans

Fully optional — enable only if your property offers meals

Create multiple plans (Breakfast Only, Half Board, Full Board) with per-person-per-night pricing

Weekly menu builder with guest-facing previews during booking

Guest daily meal selections with deadline enforcement and dietary notes

Kitchen prep reports with demand by item, dietary alerts, and PDF export

Mid-stay additions with automatic pro-rating for remaining nights

Meal plan analytics: adoption rate, revenue by plan and meal type, popular menu items

Core Capabilities