Safety checks for live changes

Use this short checklist before any change that can sell, close, charge, refund, or report money.

Before saving

1. Confirm the property, room/room type, date range, guest, and reservation code.
2. Read the current status and source. Make the change only through this property's approved Solidres workflow.
3. Check for a second staff member editing the same record.
4. For prices and availability, check the front end and channel impact—not just the admin field.
5. For payments and invoices, compare the actual payment evidence with the amount, method, and date you are about to record.

After saving

1. Reopen or refresh the changed record.
2. Confirm the intended total, status, room/date allocation, and balance.
3. Check the Front Desk chart for availability changes.
4. Refresh the Front Desk view where availability is affected.
5. Record the change or exception in the property’s normal handover/accounting process.

Escalate immediately when

• availability conflicts with a room block or guest confirmation;
• a payment, refund, invoice, or tax total is uncertain;
• a booking might be cancelled, displaced, duplicated, or overbooked;
• a screen or button does not match this guide.