Frontend Record Operations
Frontend Record Operations
Create, collect, review, edit, archive, and audit operational records without sending business users into wp-admin.
Guest / Front Desk / Host
KYC Records
Submit, collect, review, store, archive, and audit KYC documents from the branded frontend.
[urlm_record_console type="kyc" mode="list"]
Host / Parent Host / Super Admin
Host Onboarding
Airbnb-style host onboarding with property count, legal entity, country document norms, ID/address proof, company/tax details, attachments, review, approval, and launch readiness.
[urlm_record_console type="host_onboarding" mode="list"]
Restaurant Partner / Kitchen Ops / Super Admin
Restaurant Onboarding
Restaurant onboarding with kitchen address, cuisine, FSSAI or trade license, tax and bank documents, menu readiness, attachments, approval gates, and service-launch messaging.
[urlm_record_console type="restaurant_onboarding" mode="list"]
Company Booker / Travel Desk / Finance
B2B Customer Onboarding
B2B customer onboarding for companies and travel agents with sold-to, bill-to, GST/VAT, payment terms, markup/commission, country documents, attachments, and approval routing.
[urlm_record_console type="b2b_onboarding" mode="list"]
Super Admin / Compliance / Operations
Document Request Rules
Configure specific document types requested from hosts, restaurants, B2B customers, guests, and country-specific KYC flows.
[urlm_record_console type="document_request" mode="list"]
Super Admin / Compliance / IT
Attachment Storage Profiles
Configure where onboarding, KYC, contract, restaurant, B2B, and product attachments are stored: local WordPress by default or cloud folders such as Azure Blob, Google Cloud Storage, Dropbox, S3, R2, Box, and SFTP.
[urlm_record_console type="storage_profile" mode="list"]
Host / Merchandising / Admin
Documents and Product Assets
Manage listing PDFs, data sheets, image galleries, PDF preview links, terms, maps, and reusable blocks.
[urlm_record_console type="document" mode="list"]
Front Desk / Concierge
Guest Check-in and Checkout
Track arrivals, departures, access cards, deposits, balance checks, checkout inspection, and handovers.
[urlm_record_console type="guest_movement" mode="list"]
Concierge / Security / Housekeeping
Concierge Tasks
Create and manage check-in tasks, housekeeping, maintenance, parcels, transport, access, and guest recovery.
[urlm_record_console type="concierge_task" mode="list"]
Finance / Front Desk / Host
Folio Records
Maintain guest folios, deposits, add-ons, damages, balances, settlement notes, and invoice links.
[urlm_record_console type="folio" mode="list"]
Guest / Sales / Host
Booking Records
Create and track bookings, date ranges, guest counts, deposits, payment policy, and checkout context.
[urlm_record_console type="booking" mode="list"]
Host / Revenue / Operations
Reservation Records
Track held, confirmed, blocked, cancelled, extended, and completed reservations.
[urlm_record_console type="reservation" mode="list"]
Host / Revenue / Operations
Calendar and ATP Records
Manage availability, blocked periods, rate rules, scheduling, ATP, and channel-sync exceptions.
[urlm_record_console type="calendar" mode="list"]
Finance / Host / Guest Support
Invoice Records
Record invoice references, tax profile, balances, payment links, PDF attachments, and finance review state.
[urlm_record_console type="invoice" mode="list"]
Finance / PG / Long Stay Host
Subscription and Recurring Stay Records
Manage monthly stays, rent cycles, maintenance cycles, renewals, pauses, due days, and recurring invoices.
[urlm_record_console type="subscription" mode="list"]
Sales / Host / Marketing
Lead and Inquiry Records
Capture property, stay, restaurant, service, society, and classified inquiries with source and follow-up status.
[urlm_record_console type="lead" mode="list"]
Sales / Host / Finance
Quote Records
Manage custom quotes, taxes, validity, conversion notes, and quote-to-order follow-up.
[urlm_record_console type="quote" mode="list"]
Guest / Support / Host
Service Requests
Create service, modification, extension, maintenance, add-on, and stay support requests with SLA and status.
[urlm_record_console type="service_request" mode="list"]
Customer Service / Escalations
Customer Cases
Handle complaints, approvals, rejections, refunds, replacements, escalations, and closure audits.
[urlm_record_console type="customer_case" mode="list"]
Finance / Customer Service
Refund Records
Track full and partial refunds, reason, approval, tax reversal, payout impact, and payment reference.
[urlm_record_console type="refund" mode="list"]
Customer Service / Delivery / Host
Return Records
Manage return and part-return requests for rentals, restaurant orders, products, add-ons, and classified items.
[urlm_record_console type="return" mode="list"]
Customer Service / Host / Delivery
Replacement Records
Track replacement item, source order, pickup, delivery, approval, and closure.
[urlm_record_console type="replacement" mode="list"]
Guest Support / Finance
Cancellation Records
Manage full and part cancellations, cancellation reason, approval, refund impact, and invoice adjustment.
[urlm_record_console type="cancellation" mode="list"]
Customer Service / Host / Finance
Order Modification Records
Approve or reject date changes, extensions, add-ons, price differences, part cancellations, and balance updates.
[urlm_record_console type="order_adjustment" mode="list"]
Guest / Sales / Support
Reorder Records
Manage reorder, repeat stay, repeat restaurant order, recurring rental, and renewal requests.
[urlm_record_console type="reorder" mode="list"]
Delivery Desk / Partner / Support
Delivery Records
Track pickup, route, tracking URL, distance charges, packaging, proof of delivery, and exception handling.
[urlm_record_console type="delivery" mode="list"]
Operations / Delivery Manager
Delivery Partners
Manage delivery partner profiles, areas, vehicles, duty state, assignment status, and proof handoff.
[urlm_record_console type="delivery_partner" mode="list"]
Operations / Finance
Delivery Charge Rules
Configure distance, time, packaging, MOQ, delivery type, and exception charge records.
[urlm_record_console type="delivery_charge" mode="list"]
Restaurant Admin / Kitchen
Restaurant Menu Records
Manage menu items, dayparts, availability, add-ons, prep time, room-service visibility, and tax context.
[urlm_record_console type="restaurant_menu" mode="list"]
Guest / Waiter / Kitchen
Restaurant Orders
Create dine-in, room-service, delivery, takeaway, and scheduled restaurant orders.
[urlm_record_console type="restaurant_order" mode="list"]
Kitchen / Waiter / Delivery
Kitchen Tickets
Track kitchen preparation queues, chef notes, substitutions, ready state, handoff, and delay exceptions.
[urlm_record_console type="kitchen_ticket" mode="list"]
Society Admin / Facility Manager
Society Records
Manage society master data, blocks, units, service areas, rules, amenity operations, and escalation contacts.
[urlm_record_console type="society" mode="list"]
Tenant / Owner / Society Admin
Tenant Records
Manage tenant onboarding, KYC, lease dates, recurring rent, maintenance dues, packages, and move-out clearance.
[urlm_record_console type="tenant" mode="list"]
Facility Manager / Society Admin
Amenity Records
Manage top amenity masters such as pool, gym, clubhouse, courts, guest rooms, parking, parcels, and service desks.
[urlm_record_console type="amenity" mode="list"]
Resident / Facility Manager
Amenity Bookings
Book amenities by hourly, daily, weekly, monthly, quarterly, or yearly slots with optional payments.
[urlm_record_console type="amenity_booking" mode="list"]
Society Finance / Tenant
Maintenance Dues
Track monthly maintenance, arrears, waivers, late fees, due dates, payment references, and receipts.
[urlm_record_console type="maintenance_due" mode="list"]
Tenant / Society Admin / Finance
Tenant Service Packages
Manage monthly, quarterly, and yearly service packages for housekeeping, gym, pool, priority helpdesk, and renewals.
[urlm_record_console type="tenant_package" mode="list"]
Super Admin / Parent Host / Finance
Commission Records
Manage platform, parent-host, child-host, payout, refund, and reversal commission calculations.
[urlm_record_console type="commission" mode="list"]
Host / Parent Host / Finance
Earning Records
View and manage gross, commission, net, settlement, adjustment, and earning state records.
[urlm_record_console type="earning" mode="list"]
Corporate Admin / Finance / Sales
B2B Account Records
Manage companies that book for employees or guests with credit limits, GST/VAT identity, payment terms, address books, and preferential pricing.
[urlm_record_console type="b2b_account" mode="list"]
Agent / Sales / Finance
Travel Agent Records
Manage agents that book on behalf of medical tourists, corporates, families, or channel customers with markup and commission terms.
[urlm_record_console type="travel_agent" mode="list"]
Partner Manager / Sales / Super Admin
Channel Partner Records
Configure partner codes, preferential rate groups, commission models, markup rules, CRM source tracking, and booking permissions.
[urlm_record_console type="channel_partner" mode="list"]
Revenue Manager / Sales / Finance
Partner Rate Plan Records
Maintain partner-specific base rates, preferred rates, sell rates, markup, commission, validity, blackout days, and GST/VAT assumptions.
[urlm_record_console type="partner_rate" mode="list"]
Corporate Booker / Agent / Host / Finance
Partner Booking Records
Track B2B/B2C bookings where a company, travel agent, or channel partner books for an employee, patient family, or customer.
[urlm_record_console type="partner_booking" mode="list"]
Corporate Admin / Agent / Finance
B2B Address Book Records
Maintain multiple sold-to, bill-to, ship-to, stay-for, registered-office, branch, project, and traveller address records with GST/VAT metadata.
[urlm_record_console type="partner_address" mode="list"]
Super Admin / IT / Marketing Ops
Email Provider Profile Records
Configure Brevo, SMTP, SendGrid, Mailgun, SES, Postmark, Hostinger, Zoho, and fallback mail profiles with sender identity and template rules.
[urlm_record_console type="email_profile" mode="list"]
Host / Finance / Super Admin
Payout Records
Manage payout requests, approvals, settlement references, payout reversals, and child-host visibility.
[urlm_record_console type="payout" mode="list"]
Super Admin / Finance
Locale Rules
Configure locale, currency, timezone, invoice language, date format, and marketplace display behavior.
[urlm_record_console type="locale_rule" mode="list"]
Super Admin / Finance
Tax Rules
Maintain GST, VAT, sales-tax, place-of-supply, exemption, reverse charge, and invoice tax rules by locale.
[urlm_record_console type="tax_rule" mode="list"]
Super Admin / Finance / Brand Admin
Invoice Templates
Manage invoice layouts, brand blocks, terms, footer jurisdiction, PDF rules, and email attachment preferences.
[urlm_record_console type="invoice_template" mode="list"]
Super Admin / Operations
Business Rules
Configure approval, merchandising, personalization, commission, cancellation, deposit, and service policies.
[urlm_record_console type="business_rule" mode="list"]
Marketing / Super Admin
Merchandising Rules
Manage featured listing rules, tag rules, SEO blocks, ads, widgets, sorting, and cross-sell merchandising.
[urlm_record_console type="merch_rule" mode="list"]
Revenue Manager / Host / Super Admin
Calendar Rate Rule Records
Audit bulk calendar, price, availability, stop-sell, closed-to-arrival, and PMS rate-rule changes.
[urlm_record_console type="rate_rule" mode="list"]
Marketing / Revenue / Host
Scheduled Promotion Records
Schedule and review promotions, coupons, long-stay discounts, channel markups, featured placements, and merchandising campaigns.
[urlm_record_console type="promotion" mode="list"]
Site Owner / Finance / Super Admin
Saved Report View Records
Save host-management and finance report views with filters, slices, grouping, export scope, and ownership notes.
[urlm_record_console type="report_view" mode="list"]
Super Admin / Operations / CRM
Form and Process Flows
Configure forms, fields, stages, approval steps, notifications, CRM handoff, and automation triggers.
[urlm_record_console type="form_flow" mode="list"]
Super Admin / CRM / Automation
Integration Records
Track Zapier, Power Automate, Zoho Flow, Google Sheets, CRM, email, PSP, and OTA integration records.
[urlm_record_console type="integration" mode="list"]
Host / Revenue / Operations
Channel Sync Records
Manage calendar/channel sync URLs, last sync state, source channel, blocked dates, and exception notes.
[urlm_record_console type="channel_sync" mode="list"]
Customer / Host / Support / Approval Owner
Inbox Message Centre
Manage integrated inbox threads for service updates, booking updates, document requests, approval needs, payment updates, and host/customer support.
[urlm_record_console type="inbox" mode="list"]
Guest / Host / Support
Message Records
Capture guest, host, lead, booking, service, invoice, approval, and document messages with call and WhatsApp follow-up context.
[urlm_record_console type="message" mode="list"]
Guest / Host / Marketing
Review Records
Moderate reviews, star ratings, feedback, publication state, and follow-up actions.
[urlm_record_console type="review" mode="list"]