Zoho for Hospitality & Travel
A guest's experience is shaped as much by how smoothly they're billed at checkout as by the room itself. Flowpeak connects reservations, guest communication and billing on Zoho so your front desk isn't reconstructing a stay from three different systems.
Discuss Your ProcessWhat we usually find
Scattered Bookings
Reservations and enquiries spread across a booking engine, phone calls and walk-ins.
Silent Stays
Pre-arrival and post-stay communication sent manually, if sent at all.
Stranger Treatment
Repeat guests treated like first-time guests because history isn’t linked.
What we'll ask you first
Before we build, we understand. Your answers shape the architecture of your Zoho hospitality stack.
Start with these answers- 1
Single property or multiple properties?
- 2
What are you using for reservations today, and does it need to stay connected?
- 3
Is repeat-guest marketing something you do already, even informally?
Where Zoho fits, function by function
We map every critical stage of your process to a specific, optimized Zoho tool.
Reservation CRM
Enquiries and bookings tracked in one calendar across channels.
Guest Communication
Pre-arrival details and in-stay requests handled without manual follow-up.
Inventory Management
Consumables and stock tracked per outlet or department.
Billing & Folio
Checkout billing reconciled against services used during the stay.
Staff Scheduling
Roster management across front office, housekeeping and F&B.
Revenue Analytics
Occupancy, repeat-guest rate and revenue-per-guest in one dashboard.
The process, end to end
A seamless flow of data throughout your entire lifecycle.
Enquiry / Booking
Pre-arrival Comms
Stay & Requests
Checkout & Billing
Post-stay Feedback
Revenue Analytics
Ready to talk?
Tell us your current tools, your team size and your top priority — that's all we need to scope a first conversation. No generic sales pitch, no obligation.
Zoho services for hospitality
All Zoho services →- Zoho integration servicesConnect Zoho to payments, ads, telephony, e-commerce and more
- Zoho workflow automationBlueprints, approvals and Deluge scripts that remove manual steps
- Zoho implementationZoho CRM live within 2 weeks, fixed price agreed in writing
- Zoho support100-hour support packs, first reply within 1 hour
- Zoho consultingChoose the right apps and plan before you build
- Data migration to ZohoMove from Salesforce, HubSpot, Tally, QuickBooks or spreadsheets
Business process workflow
How hospitality work flows in Zoho
Connect bookings, guest profiles, staff rosters and finance across properties and outlets.
Common problems we fix
- Guest preferences are not remembered
- Staff rosters change by message
- Outlet accounts are consolidated manually
The process, step by step
- 1
- 2
- 3
- 4
- 5
- 6
Entity diagram: the data behind hospitality in Zoho
Each box is a record type, coloured by the Zoho app that holds it, with its key fields. Lines show how records connect, so a customer, an order and an invoice stay linked instead of being retyped. We refine this model with you during discovery.
- Zoho CRM
- Zoho Creator
- Zoho Books
- Zoho People
Read the relationships as text
- Guest makes Reservation (1:N)
- Room allocated to Reservation (1:N)
- Reservation bills to Folio (1:1)
- Staff services Room (N:N)
- Guest leaves Feedback (1:N)
Department by department
How every department of a hospitality business works in Zoho
A hotel's sales, reservations, front office, housekeeping, F&B, stores, accounts and HR all serve the same guest and the same room. Zoho links the guest profile, the stay and the folio, and can sit beside your property management system through Flow or the API.
How the departments hand work to each other
Each arrow is a handover. Because every team works on the same Zoho records, the next department picks up the work without re-entering it.
- 1Sales and Events to Food and Beverage: Function sheet with menu, pax and timings
- 2Sales and Events to Reservations and Revenue: Room block with dates, rate and cut-off date
- 3Sales and Events to Finance and Accounts: Event contract and deposit details
- 4Reservations and Revenue to Front Office and Guest Relations: Arrivals list with preferences and special requests
- 5Front Office and Guest Relations to Housekeeping and Engineering: Room status changes, early arrivals and late check-outs
- 6Front Office and Guest Relations to Finance and Accounts: Settled folios and city ledger transfers
- 7Housekeeping and Engineering to Front Office and Guest Relations: Vacant ready rooms and blocked rooms
- 8Housekeeping and Engineering to Purchase and Stores: Requests for linen, amenities and spare parts
- 9Food and Beverage to Purchase and Stores: Requisitions and market lists
- 10Food and Beverage to Finance and Accounts: Nightly outlet sales and banquet charges
- 11Purchase and Stores to Finance and Accounts: Receiving notes matched to supplier invoices
- 12Purchase and Stores to Food and Beverage: Issued stock for cost calculation
- 13Finance and Accounts to Management and Reporting: Daily revenue and monthly departmental results
- 14Finance and Accounts to Sales and Events: Credit status of corporate accounts
- 15HR and Payroll to Finance and Accounts: Payroll summary for posting
- 16Management and Reporting to Reservations and Revenue: Rate strategy decisions
- 17Management and Reporting to Sales and Events: Segment and account priorities
Each department in detail
Open a department to see its workflow, its own entity diagram, who does the work, what needs approval, the reports it watches and what it hands over.
Sales and EventsWins corporate rate contracts, group blocks, weddings and conferences, and hands confirmed events to operations.
Workflow
- 1
Capture event and group enquiries
Enquiries for room blocks, banquets and conferences arrive from the website, travel agents and calls and are logged in CRM with dates and pax.
- 2
Check dates and space
The sales manager checks hall availability and room block capacity for the dates before quoting.
- 3
Send proposal and menu
A proposal with room rates, hall hire, menu packages and inclusions goes out from CRM.
- 4
Contract and deposit
The signed event contract and deposit confirm the booking and lock the hall and room block.
- 5
Issue the function sheet
A function sheet with timings, setup, menu and AV needs is shared with F&B, housekeeping and engineering.
Zoho Forms
Zoho SalesIQ
Zoho Sign
Zoho CliqEntity diagram: Sales and Events
The records this team creates and updates, their key fields, and how they link.
- Zoho CRM
- Zoho Creator
Read the relationships as text
- Account raises Event Enquiry (1:N)
- Event Enquiry quoted in Proposal (1:N)
- Proposal becomes Function Sheet (1:1)
Who does the work
- Sales manager
- Events coordinator
- Director of sales
Approvals and controls
- Rates below the floor rate for the season need the director of sales
- Events without the deposit received are released after the option date
Reports they watch
- Group and event pipeline by month
- Corporate account production
- Banquet revenue against target
Hands over to
- Food and Beverage: Function sheet with menu, pax and timings
- Reservations and Revenue: Room block with dates, rate and cut-off date
- Finance and Accounts: Event contract and deposit details
Reservations and RevenueSells rooms across channels at the right rate and keeps availability and the booking pace under watch.
Workflow
- 1
Take direct and channel bookings
Direct, phone and corporate bookings are logged, and channel bookings arrive from the channel manager or property system.
- 2
Manage room blocks
Group blocks are tracked against the rooming list, and unused rooms are released at the cut-off date.
- 3
Set rates by demand
The revenue manager reviews occupancy on the books and adjusts rates and restrictions for upcoming dates.
- 4
Send confirmations and pre-arrival
Guests get booking confirmation and a pre-arrival email offering upgrades, airport pickup and early check-in.
- 5
Handle changes and cancellations
Amendments and cancellations follow the rate policy, and cancellation charges are passed to accounts.
Entity diagram: Reservations and Revenue
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
- Zoho CRM
Read the relationships as text
- Guest Profile makes Reservation (1:N)
- Room Block picked up as Reservation (1:N)
- Rate Plan priced by Reservation (1:N)
Who does the work
- Reservations agent
- Revenue manager
- Reservations manager
Approvals and controls
- Rate overrides below the published rate need the revenue manager
- Cancellation fee waivers need the reservations manager
Reports they watch
- Occupancy, ADR and RevPAR on the books
- Booking pace versus last year
- Channel mix and commission cost
Hands over to
- Front Office and Guest Relations: Arrivals list with preferences and special requests
Zoho Creator
Zoho CRM
Zoho Flow
Zoho Analytics
Zoho Campaigns
Zoho Marketing Automation
Zoho BooksFront Office and Guest RelationsChecks guests in and out, looks after them during the stay and settles their folio.
Workflow
- 1
Prepare arrivals
The front desk reviews arrivals, assigns rooms and flags VIPs and special requests to housekeeping.
- 2
Check in the guest
ID is captured, the registration card signed and the room key issued, with the stay linked to the guest profile.
- 3
- 4
Post charges to the folio
Room, restaurant, minibar, laundry and spa charges are posted to the room folio.
- 5
Check out and follow up
The folio is settled, the invoice issued, and the guest gets a feedback survey after departure.
Entity diagram: Front Office and Guest Relations
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
- Zoho Desk
- Zoho Survey
Read the relationships as text
- Stay has Registration Card (1:1)
- Stay billed on Folio (1:1)
- Stay raises Guest Request (1:N)
- Stay rated in Feedback (1:1)
Who does the work
- Front desk agent
- Guest relations executive
- Front office manager
Approvals and controls
- Room upgrades without charge need the front office manager
- Folio allowances and rebates above the shift limit need the duty manager
Reports they watch
- Arrivals, departures and in-house today
- Open guest requests by age
- Guest satisfaction by department
Hands over to
- Housekeeping and Engineering: Room status changes, early arrivals and late check-outs
- Finance and Accounts: Settled folios and city ledger transfers
Housekeeping and EngineeringKeeps rooms clean, ready and in working order, and fixes faults before guests notice them.
Workflow
- 1
Assign room sections
Each morning attendants get room sections from the occupancy list, with departures cleaned first.
- 2
Clean and inspect rooms
Attendants mark rooms cleaned on a phone, and supervisors inspect before releasing them as vacant ready.
- 3
Track linen and laundry
Linen issued, sent to laundry and returned is counted by floor to control losses.
- 4
Log maintenance faults
Faults found in rooms or public areas become work orders for engineering, and the room is blocked if needed.
- 5
Run planned maintenance
Chillers, lifts, generators and kitchen equipment get scheduled checks recorded against each asset.
Zoho Shifts
Zoho InventoryEntity diagram: Housekeeping and Engineering
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
Read the relationships as text
- Room Status released by Inspection (1:N)
- Room Status may raise Work Order (1:N)
- Asset repaired in Work Order (1:N)
- Room Status uses Linen Count (N:N)
Who does the work
- Room attendant
- Housekeeping supervisor
- Executive housekeeper
- Chief engineer
Approvals and controls
- Rooms out of order for more than a day need the chief engineer and front office manager to agree
Reports they watch
- Rooms cleaned and inspected by attendant
- Out-of-order rooms and reasons
- Open work orders by priority
Hands over to
- Front Office and Guest Relations: Vacant ready rooms and blocked rooms
- Purchase and Stores: Requests for linen, amenities and spare parts
Food and BeverageRuns restaurants, bars, room service and banquets with controlled food cost.
Workflow
- 1
Plan banquets from function sheets
The banquet team plans staffing, menu production and setup from each confirmed function sheet.
- 2
Run outlet service
Orders in outlets run on the hotel POS, and sales by outlet and item are brought into Zoho each night.
- 3
Requisition from stores
Kitchens and bars raise requisitions from the main store against par levels.
- 4
Track recipe cost
Standard recipes hold ingredient quantities, so the cost per dish and menu margin are known.
- 5
Record wastage
Kitchen and bar wastage is logged with a reason so actual food cost can be compared with standard.
Entity diagram: Food and Beverage
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
- Zoho Inventory
Read the relationships as text
- Recipe sold as Outlet Sale (N:N)
- Requisition supplies Recipe (N:N)
- Outlet Sale compared with Wastage Log (N:N)
Who does the work
- Executive chef
- Outlet manager
- Banquet manager
- F&B manager
Approvals and controls
- Menu price changes need the F&B manager and finance
- Complimentary food and beverage above the outlet limit needs the duty manager
Reports they watch
- Food and beverage cost percentage by outlet
- Covers and average check
- Wastage by reason
Hands over to
- Purchase and Stores: Requisitions and market lists
- Finance and Accounts: Nightly outlet sales and banquet charges
Purchase and StoresBuys food, beverage, amenities and engineering spares and keeps the stores stocked to par.
Workflow
- 1
Collect requisitions and market lists
Daily perishables and weekly dry stores needs come from kitchens, bars and housekeeping.
- 2
Compare suppliers and order
Buyers check rate contracts and recent prices, then send purchase orders to approved suppliers.
- 3
Receive and check goods
The receiving clerk checks quantity, temperature and expiry before accepting goods.
- 4
Issue and count stock
Stock is issued to outlets against requisitions, and month-end counts are reconciled.
Entity diagram: Purchase and Stores
The records this team creates and updates, their key fields, and how they link.
- Zoho Books
- Zoho Inventory
Read the relationships as text
- Supplier receives Purchase Order (1:N)
- Purchase Order received in Receiving Note (1:N)
- Receiving Note adds to Store Item (N:N)
Who does the work
- Purchase officer
- Receiving clerk
- Storekeeper
Approvals and controls
- Buying outside the approved supplier list needs the financial controller
- Stock write-offs need the storekeeper and cost controller
Reports they watch
- Price variance against rate contract
- Stock below par level
- Slow and expired stock
Hands over to
- Finance and Accounts: Receiving notes matched to supplier invoices
- Food and Beverage: Issued stock for cost calculation
Finance and AccountsAudits daily revenue, collects from guests and companies, pays suppliers and closes the month.
Workflow
- 1
Night audit and revenue check
Daily room, outlet and banquet revenue is checked against folios and payments before the day is closed.
- 2
Bill the city ledger
Company and travel agent charges move to their accounts and are invoiced with GST in India or VAT in the UAE and UK.
- 3
Collect and chase
Statements and reminders go to companies on credit, and payments are matched from bank feeds.
- 4
Pay suppliers
Supplier invoices are matched to purchase orders and receiving notes before payment.
- 5
Close the month
Revenue by department, cost of sales and payroll are posted, and the monthly P&L is published.
Entity diagram: Finance and Accounts
The records this team creates and updates, their key fields, and how they link.
- Zoho Creator
- Zoho Books
Read the relationships as text
- Daily Revenue transfers to City Ledger (1:N)
- City Ledger billed in Invoice (1:N)
- Supplier Bill costed against Daily Revenue (N:N)
Who does the work
- Night auditor
- Accounts executive
- Financial controller
Approvals and controls
- Credit facilities for new companies need the financial controller
- Revenue adjustments after the night audit need the financial controller
Reports they watch
- Daily revenue report
- City ledger ageing
- Departmental P&L
Hands over to
- Management and Reporting: Daily revenue and monthly departmental results
- Sales and Events: Credit status of corporate accounts
HR and PayrollHires and trains hotel staff, rosters shifts across departments and pays wages, service charge and overtime.
Workflow
- 1
Hire seasonal and permanent staff
Openings for every department are posted and candidates tracked through trade tests and interviews.
- 2
Onboard and train
Grooming, hygiene and fire safety training are recorded, with certificates kept on the profile.
- 3
Roster shifts
Department heads build weekly rosters for split shifts, nights and banquet call-ins.
- 4
Track attendance and overtime
Attendance and overtime per shift feed payroll, along with any service charge distribution.
- 5
Run payroll
Salaries are processed in Zoho Payroll where it is available, or your local payroll provider.
Zoho Recruit
Zoho LearnEntity diagram: HR and Payroll
The records this team creates and updates, their key fields, and how they link.
- Zoho People
- Zoho Shifts
- Zoho Learn
- Zoho Payroll
Read the relationships as text
- Employee assigned to Shift Roster (N:N)
- Employee completes Training Record (1:N)
- Employee paid by Payslip (1:N)
Who does the work
- HR executive
- Training manager
- HR manager
Approvals and controls
- Overtime above the weekly limit needs the department head
- Payroll is released after the HR manager and financial controller review it
Reports they watch
- Labour cost per occupied room
- Training compliance by department
- Staff turnover
Hands over to
- Finance and Accounts: Payroll summary for posting
Management and ReportingGives the general manager and owners one view of occupancy, revenue, guest scores and cost.
Workflow
- 1
Combine hotel data
Zoho Analytics pulls reservations, folios, outlet sales, Books and People so each figure has one source.
- 2
Morning meeting dashboard
Occupancy, arrivals, VIPs, out-of-order rooms and yesterday's revenue on one screen.
- 3
Monthly owner review
Revenue, departmental profit, guest satisfaction and labour cost are reviewed against budget.
- 4
Act on exceptions
Alerts for low scores, high food cost or rate drops go to department heads on Cliq.
Entity diagram: Management and Reporting
The records this team creates and updates, their key fields, and how they link.
- Zoho Analytics
- Zoho Books
Read the relationships as text
- Dashboard shows KPI (N:N)
- Budget Line sets target for KPI (1:N)
Who does the work
- General manager
- Hotel owner
Approvals and controls
- The annual budget and rate strategy are approved by the owners
Reports they watch
- Occupancy, ADR and RevPAR trend
- Departmental profit against budget
- Guest satisfaction trend
Hands over to
- Reservations and Revenue: Rate strategy decisions
- Sales and Events: Segment and account priorities
What to expect when you start
A typical plan for a focused project of one to three apps. Larger scope or messy data takes longer; we confirm the timeline after discovery.
Week 1 to 2
Map and agree
We walk through your hospitality process from "Enquiry and booking" to "Guest marketing", list the records and fields you really need, and agree the scope.
Week 3 to 4
Build the core
We configure Zoho CRM and Zoho Bookings with your stages, roles, approvals and templates.
Week 5 to 6
Connect and migrate
We clean and import your data, connect email, payments or other tools, and build the reports you will use every week.
Week 7 to 8
Test and go live
Your team tests with real cases, we train each role, and we cut over with a checklist.
Mistakes to avoid
- Copying the old spreadsheet column for column. Keep only the fields that help someone decide or act.
- Leaving out exceptions such as returns, changes and cancellations. Model them early so the team does not work around the system.
- No owner per stage. Name one person for "Enquiry and booking" and one for "Guest marketing".
- Going live without checking reports against numbers you already trust.
A good first win
Start with the problem that hurts most: Guest preferences are not remembered. Fixing one visible problem in the first month builds trust and adoption for everything after it.
What you can measure
- Repeat guest rate
- Direct booking share
- Review score
Zoho apps in this workflow
Zoho CRM
Zoho BookingsZoho Creator
Zoho DeskZoho Books
Zoho People
Zoho PayrollZoho Campaigns
Zoho SurveyWe deliver remotely for India, the UAE, the Middle East, the USA, the UK, Canada, Australia and Europe.
Questions about Zoho for hospitality
Which Zoho apps suit hospitality businesses?
A typical hospitality setup uses Zoho CRM, Zoho Bookings, Zoho Creator, Zoho Desk, Zoho Books, Zoho People, Zoho Payroll, Zoho Campaigns, Zoho Survey. We confirm the exact apps after mapping your own process in a discovery call.
How does the business process flow in Zoho for hospitality?
1. Enquiry and booking; 2. Guest profile; 3. Stay operations; 4. Billing; 5. Staff; 6. Guest marketing.
Which departments does a Zoho setup for hospitality cover?
A full setup covers Sales and Events, Reservations and Revenue, Front Office and Guest Relations, Housekeeping and Engineering, Food and Beverage, Purchase and Stores, Finance and Accounts, HR and Payroll, Management and Reporting. Each department works in its own Zoho screens, but they share the same customer, order and finance records, so work moves from one team to the next without being retyped.
Zoho apps we set up for Hospitality
- Zoho CRM
- Zoho Bookings
- Zoho Creator
- Zoho Desk
- Zoho Books
- Zoho People
- Zoho Payroll
- Zoho Campaigns
- Zoho Survey
Not sure which apps fit your business? Book a free 30-minute call or see all Zoho products we implement
More industries we build Zoho workflows for
Zoho adapts to almost any business that has leads, orders, projects, people and money to track. A few examples are below; the industries page lists all 179 with a typical process flow and the Zoho apps behind each.
- Construction and ContractingControl tenders, project costs, subcontractors, site materials and progress billing from one system.
- Wholesale and DistributionRun orders, stock across warehouses, credit limits and collections for dealers and retailers.
- Food and BeverageTrack outlet and central kitchen stock, recipes, suppliers and daily sales with branch-wise accounts.
- Fitness and WellnessConvert enquiries into members, manage bookings and recurring fees, and keep members engaged.
- Staffing and RecruitmentManage client job orders, candidate pipelines, placements and invoicing in one flow.
- Travel and TourismTurn enquiries into itineraries, bookings and payments with supplier and customer tracking.
- Telecom and ISPsRun activation, installation, support and recurring billing for subscribers and enterprise accounts.
- Media and AdvertisingManage clients, briefs, campaign projects, approvals and retainer billing for agencies and media firms.
- Import and Export TradingHandle enquiries, proforma invoices, shipments, documentation and multi-currency accounting.