LodgeX | Reservation Process Walkthrough

Crew Hub · Reservations

Interactive walkthrough

Company viewAll links stay inside this preview. No email is sent and no live booking is made.

CLICK THROUGH THE ENTIRE PROCESS

Where each link leads

The email has company links. Coordinator screens are included in this walkthrough to show what happens behind the scenes.

Where it appears	Link / action	Destination and result
Agent’s email response	Complete reservation details	Saved request with a company-name search between Last Name and Province / Territory. Existing records are matched; new companies go to Administration Team approval. Worker details are retained.
Agent’s email response		Email reply composer. The sample reply updates the same request.
Email / receipt	Company reservation portal	Company setup on first use; the company portal after setup.
Details form	Save for later	Saves the demo in this browser where supported; the request stays incomplete until submitted.
Details form	Company search	Matches from the camp-reservations company directory. Choose a company, then choose that company’s reservation manager. Other fields stay usable if the directory is off or unreachable.
Details form	Submit reservation details	Sends completed worker details to Schedule Drafts even while company approval is pending. The pending banner stays visible. Portal setup stays closed until the company is approved. Coordinator publish to the live schedule still requires an approved company.
Receipt email / portal	View request status	Worker details and the current request status.
Company setup	Create portal link	Link-ready panel with Copy link and Open company portal.
Link-ready panel	Copy link	Copies the address of this file’s company portal. It is a local preview link, using demo data saved in the same browser.
Company portal	New reservation	A blank worker form with the company already filled in.
Company portal	Edit company profile	Company name, booking email, and additional emails added one at a time.
Coordinator · Schedule Drafts	Edit	Popup with every reservation field and dropdown, including company, dates, rotations and optional notes.
Coordinator · edit popup	Save in Draft	Retains the edited values in the same draft row without adding the worker to the schedule. Incomplete drafts can be saved.
Coordinator · edit popup	Delete	Removes only the selected draft after confirmation; other workers and scheduled reservations remain.
Coordinator · edit popup	Submit	Validates all required fields and adds this worker’s rotations to the schedule. Yellow = arrival/departure; blue = days between.

AI agent and production handoff notes

Extract First Name, Last Name, Province / Territory, Dayshift or Nightshift (stored as AM or PM), Arrival Date and Departure Date for each worker and rotation. Notes are optional. Sendable email HTML is reservation-final/email/render.mjs, not this walkthrough screen.
Retain known details; ask only for missing, invalid or ambiguous information. Never guess dates, names or AM / PM. Link follow-up replies to the existing request and worker.
Create one Schedule Draft per worker, with all that worker’s rotations. Company completion updates the same draft; it does not publish the schedule.
Company lookup uses approved records only. An unknown company must be reviewed by the Administration Team. A name match is not account authorization.
When an email already contains all company fields, acknowledge receipt and route its drafts to the coordinator without asking for more company details.
The coordinator completes Accommodation, Room Type and On Hold. Shift defaults to Single Rotation for one rotation and Multiple Rotations for more than one.
Production email buttons need HTTPS links to the saved request and company portal. Protect request links and company accounts with appropriate access checks. The public company link must not grant coordinator access.
Store requests and company profiles on the server. Replace this preview’s hash routes and local clipboard URL with hosted routes. A booking confirmation must only reflect the actual reservation system’s status.

Reservation notes

Where each link leads

Reply with missing details

Complete reservation details