HotelRite
Prepare before the call
List room types, active channels, current systems, room count and the teams attending. Choose workflows that affect the purchase. Send scenario names in advance so the meeting focuses on the proposed configuration rather than a generic presentation.
Use fictional guest names and sample amounts. Keep real guest details, card data, credentials and exports out of public forms. You can explain a workflow without transferring live records during an introductory conversation.
Run six practical scenarios
Create a direct reservation and show where reception sees it. Modify an OTA reservation and identify which fields update. Cancel it and confirm inventory and financial handling. Close a maintenance room and trace availability. Change a rate or restriction and check the channel. Hand an unresolved issue to the next shift with a named owner.
For each scenario, record the package, integrations, permissions and visible result. Note whether a feature was demonstrated live, described verbally or left for confirmation. These are different levels of evidence.
Check reporting, roles and money
Ask how access is limited by role, how changes can be reviewed and what supports reconciliation. Have the payments owner ask about deposits, outstanding balances, refunds, settlement reporting and the proposed processor. Confirm responsibilities and fees in writing.
Compare the same period and definitions. Occupancy, ADR and RevPAR do not establish net profit. Use our existing planning tool for arithmetic, then ask which source records and adjustments feed the vendor reports.
Close with a decision log
Use the printable worksheet to mark items demonstrated, partial or unresolved. Record the answer owner, due date and whether a gap is essential. Ask for the resulting package specification and quote before deciding.
A HotelRite enquiry can help organize requirements. It does not reserve a vendor demo, guarantee availability or authorize an automatic referral. Agree the next step after the requirements are clear.
Printable demo worksheet
Open printable worksheet ↗ or download CSV. No signup required.
Research and commercial relationships
Prepared from official vendor documentation, reviewed October 19, 2026. This is a researched guide, not a hands-on rating or vendor certification. Current vendor links are ordinary, non-commission links. Any future paid referral relationship will be disclosed beside the relevant recommendation. Your enquiry stays with HotelRite unless you agree to a vendor introduction.
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