✅ HOW TO: Managing status updates for a smooth shift handover

As a front desk associate or concierge, it's important to keep track of what's happening at your property. This not only helps you stay organized, but it also ensures that your guests receive the best service possible.

A guide for updating your status regularly throughout the day.

Pro Tip: Keeping Status updated daily, even throughout the day, is the best way to see what's happening at a glance. And when it comes time to hand over your shift, details are accurate and the incoming front desk associate or concierge will know exactly what needs to be done and what's happening with guests right now.

What exactly is status on Planniac?

Status is a feature in our system that allows you to update your current tasks, notes, and any important information for your team to see. It's a great way to communicate with your colleagues and ensure that everyone is on the same page.

Why is it important to keep status updated?

By updating your status regularly, you are providing your team with real-time information about what's happening at the property. This can help them prioritize tasks and handle any urgent situations that may arise. It also helps to avoid any miscommunication or confusion during shift handovers.

How to update a status

Updating your status is quick and easy. Simply follow these steps:

It's important to update your status throughout the day, especially when there are changes in your tasks or any important information that your team needs to know.

Benefits of keeping status updated

By keeping your status updated, you are not only helping your team, but you are also improving the overall guest experience. Here are some benefits of regularly updating your status:

So, make it a habit to update your status throughout the day. It will not only make your shift smoother, but it will also contribute to the success of your team and property.

Changing a status

You can update a status from the PLANNS calendar by opening the dropdown menu and selecting a status from the list.

Status Settings

To add or edit the available status options, an Admin with Level 6 access needs to go to Settings > Status Lists. Setting up the status options carefully, in order to reflect the way you do business, is essential.