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Approval workflow engine
Configure and use approval thresholds for refunds, discounts/comps, and other controlled actions (opens Approvals settings).
Governance · Academy
What this section is
Approvals (Workflows menu) opens the property Approvals screen: thresholds and rules so cashiers cannot refund or comp above limits without a manager. Pair with Finance Discounts & comps / Refunds. This menu is a redirect into Settings-style approvals — same destination as Property admin Approvals when both exist.
In the owner dashboard
Open Approval workflow engine under Listing / Property after you claim a stay. Same vocabulary as Help Academy.
~8 min
Typical time to read this guide and complete the screen once for a small property.
Governance · Workflows
Close the day and keep process masters: suite, night audit, room posting, day-end, business date, approvals, tasks, SOPs, templates, import, master data.
Help cues
When to use it
Cue 1
Set refund limit for night shift.
Cue 2
Comp abuse after festival.
Cue 3
New manager approval rights.
Do this
Step-by-step
-
Open Approvals
Workflows → Approvals (lands on approvals register/settings).
India example: Refund > ₹2,000 needs manager. -
Set thresholds
Define limits for refunds/discounts per your SOP; save.
India example: Comp room night → owner only. -
Train the desk
When blocked, escalate — do not bypass with cash side-deals.
India example: FO calls GM for ₹5k refund.
Tips
Limits only work if Team roles match who can approve.
Common mistakes
Raising limits silently after every busy night — defeats the control.
Staff training
Detailed examples
Full India-hotel scenarios — same structure as Help Academy. Follow on the live screen with your team.
Example 1: Cap night-shift refunds at ₹2,000
Setting
Festival week comps rising.
Who is involved
Owner
Approvals menu opens the thresholds screen — train escalate, not bypass.
| # | What staff do | What they should see |
|---|---|---|
| 1 | Approvals → set refund threshold ₹2,000 | Rule saved. |
| 2 | Brief night FO | Call GM above limit. |
| 3 | Spot-check Refunds next morning | No silent cash refunds. |
Pricing unlock
Which plans include Approval workflow engine
Ready to set this up?
Claim your listing, open Approval workflow engine in the owner dashboard, then continue Setup order.