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Unit Management

Unit Management is your live view of every bookable unit in your property. View unit status,copy unit direct links, change base rates, and more.

Written by Jamie Frausto

Unit Management is your live view of every bookable unit in your property — rooms, suites, cabins, sites — with the tools to search, filter, edit, and share direct booking links for each one. Open it from Overview → Unit Management in the sidebar (or the "Unit Management" breadcrumb after clicking a room).


Who can use it

  • Owners and Managers — full access: edit any unit, change status, create new rooms, copy booking links.

  • Front Desk — can view and change unit status (e.g. mark clean/dirty), but rate and structural edits are limited.

  • Housekeeping / Maintenance — do not see this page; they work from their task views.


What you see on the page

At the top:

  • Page title — "Unit Management".

  • Create Room button (top right) — opens the CSV import wizard to add new units in bulk.

  • Search bar — matches by room number, room type, or the current guest's name.

  • All Statuses filter — Available, Occupied, Out of Order (maintenance), Needs Cleaning (dirty), Offline.

  • All Types filter — auto-populated from the room types you've imported.

  • Result count — "Showing X of Y rooms" reflects your filters.

Each unit is shown as a card:

  • Number/name and room type.

  • Status dot + label in the top-right corner (color-coded).

  • Nightly rate and capacity (max guests).

  • Amenity chips (first 4 shown, "+N" for more).

  • Description (2 lines, truncated).

  • Current guest (name + check-in date) when the unit is occupied.

  • Copy Link button — appears when the unit is published; copies a direct booking URL pinned to that specific unit.

  • Edit button — opens the Unit Edit dialog.


Create a room

Click Create Room to open the CSV upload wizard. New units are created exclusively via CSV — there is no single-unit "add" form. This keeps inventory consistent and easy to re-import.

Quick flow:

  1. Download the template.

  2. Fill one row per unit (number, type, rate, capacity, amenities, description).

  3. Upload, review the column mapping, confirm.

Re-uploading a CSV with the same room numbers updates those rows instead of duplicating them.

For the full CSV walkthrough, see the "Importing units via CSV" guide.


Edit a unit

Click Edit on any card. The Unit Edit dialog has three tabs:

Details tab

  • Name / Number — the label shown everywhere.

  • Type — free-text room type; must match your other units of the same category for filtering and rate rules to work correctly.

  • Rate — nightly base rate for this specific unit.

  • Capacity — maximum guests.

  • Status — Available, Occupied, Out of Order, Needs Cleaning, Offline.

  • Description — a short blurb shown on the unit's booking link and in the widget.

Photos are not edited here. They're shared across all units of the same room type — click "Manage photos for [type]" to jump to Settings → Widget.

Amenities tab

  • Add or remove per-unit amenities as tags (e.g. "King bed", "Ocean view", "Balcony").

  • Press Enter or click Add to append. Click the trash icon on a tag to remove it.

Rules tab

Per-unit policies that appear only on this unit's direct booking link — they don't affect your main hotel widget or other units.

  • Check-in / Check-out time — override the hotel default for this unit.

  • House rules — smoking, quiet hours, pets, etc.

  • Cancellation policy — plain-language terms.

  • Check-in instructions — gate codes, lockbox location, parking notes. Shown to the guest at check-in.

Click Save Changes to persist. You'll see a "Unit Updated" confirmation.


Copy a direct booking link

Click Copy Link on any published unit's card. This copies a URL of the form:

https://app.hotelia.io/embed/availability/<hotel>?roomId=<unit>

Send it to a guest, drop it in an email, or embed it on a landing page — the booking widget opens pre-scoped to that single unit. Great for owner-direct bookings, VIP guests, or unique inventory (a specific penthouse, cabin, or suite).


Filtering and searching

  • Combine search + status + type to narrow the view. All filters are AND'd.

  • Search matches partial strings across room number, type, and current guest name — useful for finding "who is in the Deluxe rooms tonight?"

  • Clearing all filters restores the full grid; "No rooms match your current filters" appears when the combination is empty.


What Unit Management does NOT do

  • Doesn't create room types. Types come from the room_type values in your CSV. To add a new type, add units with that type name.

  • Doesn't manage photos. Widget/guest-facing photos live in Settings → Widget → Room Type Photos, one set per room type.

  • Doesn't manage add-ons. Extras (breakfast, parking, spa) live in Settings → Add-ons.

  • Doesn't manage scheduled rates. Date-specific pricing (weekends, seasons, holidays) lives in Settings → Rooms → Scheduled Rates. The Rate field on the Edit dialog is the unit's base rate.

  • Doesn't assign rooms to bookings. Assignment happens on the Reservations page or automatically at check-in based on the booking's room type.

  • Doesn't delete units in bulk. Removing a unit is done from the CSV workflow or a support request; deleting a unit with historical bookings is intentionally restricted.


Troubleshooting

  • Copy Link button missing — the unit isn't published. Check the widget/publication settings for the hotel.

  • A unit doesn't appear — a filter is hiding it. Clear filters; if it still doesn't appear, re-import the CSV or check that it wasn't marked Offline.

  • Rate change didn't reach the widget — hard-refresh the widget page, and confirm no Scheduled Rate is overriding today's price.

  • Amenities didn't save — make sure you clicked Add (or pressed Enter) to convert the text into a chip before hitting Save Changes.

  • Per-unit rules aren't showing to guests — remember: unit-level rules only appear on that unit's direct booking link. Hotel-wide widget bookings use hotel-level policies from Settings → Hotel Property.

  • "Invalid Rate" / "Invalid Capacity" errors — rate must be a positive number, capacity must be at least 1.

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