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Reservation Management Workflow

Complete reservation lifecycle from booking through modification and cancellation with payment processing

Complexity: Moderate | Duration: 5-15m | Category: Industry/Real Estate

Tags: reservations bookings pms payments confirmations

Workflow Diagram​

Steps​

Step 1: Reservation inquiry​

Agent: reservation

specialist - receive booking request

Step 2: Availability check​

Agent: reservation

specialist - verify room availability

Step 3: Rate quotation​

Agent: revenue

manager - provide pricing

Step 4: Guest information collection​

Agent: reservation

specialist - gather guest details

Step 5: Room type assignment​

Agent: reservation

specialist - assign room category

Step 6: Special request logging​

Agent: reservation

specialist - note guest preferences

Step 7: Payment processing​

Agent: payment

processor - collect deposit or full payment

Step 8: Confirmation generation​

Agent: reservation

specialist - send booking confirmation

Step 9: Pre​

Agent: arrival communication

communication-specialist - send pre-stay messages

Step 10: Reservation modification handl​

Agent: reservation

specialist - process changes/cancellations

Usage​

To execute this workflow:

/workflow industry/real-estate/reservation-management-workflow.workflow

See other workflows in this category for related automation patterns.