Hotel Management Forms

Downloadable easy customizable contracts and forms for managing and operating a hotel, motel, resort or bed & breakfast.

Global economies and events have taken their toll on the tourism industry and, by extension, on the hospitality industry as well. Growth and profitability for hotel chains has been significantly impacted, with supply outstripping demand in many markets as more people have avoided long distance travel due to rising costs and fears of terrorist attacks.

Social media and sites like have also had an enormous influence on public opinion about a particular hotel. When travelers can read online reviews about an establishment's location, amenities, customer service, cleanliness, and ambience, they form an opinion based on other travelers' experiences, and not on the hotel's marketing efforts. A couple of bad reviews is all it takes to damage your reputation with the paying public. Managers can adopt customer rewards and reputation management programs to mitigate the damage and keep ahead of the curve.

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Bed & Breakfast Business Plan

Looking for funding to open a Bed & Breakfast? Give lenders and investors the information they need with this customizable Bed & Breakfast Business Plan.

The Business Plan template can be used by either a new business or for the purchase of an existing B&B. The purpose of the Plan is to obtain a business loan. The template includes:

  • a market analysis and marketing strategy,
  • a financial model,
  • a Confidentiality Agreement to protect against disclosure of your sensitive business information, such as financial data,
  • instructions to help you complete each section of the document.

To download the Bed & Breakfast Business Plan, put it in your shopping cart and pay for it via our secure checkout process.


Bed & Breakfast House Guest Rules

Make sure all of your B&B guests have a pleasant stay. Download this free set of Bed & Breakfast House Rules for guests to follow. The list includes:

  • keeping noise levels down,
  • tidying up common areas after use,
  • restrictions on keeping food in guest rooms,
  • restrictions on visitors after hours.

The Bed & Breakfast House Rules template is a free MS Word download, for your convenience.


Bed & Breakfast Marketing Plan

Create a professional marketing strategy and action plan for your bed & breakfast with this fully editable Marketing Plan template.

The Marketing Plan can be used by either a start-up venture or by an existing B&B planning to expand its operations. The template includes:

  • financial and budget projections with respect to marketing and promotions,
  • a situational analysis,
  • a marketing strategy,
  • a SWOT (strengths, weaknesses, opportunities, threats) analysis,
  • instructions to help you complete each section,
  • a Confidentiality Agreement to protect against disclosure of your proprietary information, such as financial data.

The Bed & Breakfast Marketing Plan Template is fully customizable and easy to adapt to fit your particular circumstances.


Breakfast Menu and Night Prep Sheet for B&B

Download this free sample Breakfast Menu and Night Preparation Sheet for your bed & breakfast.

  • Draw up a menu for the next day's menu with the Breakfast Menu portion of the form.
  • The Night Preparation Sheet contains a checklist of preparations and things to do the night before.
  • The sample is fully editable so you can customize it and add your own notes and comments.

This is a good format for a bed & breakfast or similar type of establishment. Go ahead and download it - it's free.


Canada PIPEDA Privacy Policy for Hotel Website

If your hotel website originates in or does business in Canada, you are required to post a Privacy Policy on the site in accordance with PIPEDA.

Any website that gathers and stores personal information from site visitors for any purpose - such as for making hotel room reservations - must have a privacy policy that complies with the Personal Information Protection and Electronic Documents Act (PIPEDA). This Privacy Policy template covers the following topics:
  • what types of personal information are requested,
  • how the website uses that information,
  • when and how cookies are used to gather statistical information,
  • under what circumstances customer information is used by third parties in connection with the hotel website,
  • the website's obligation to release information to authorities if required by a court order or legal process,
  • what security measures the website uses to protect personal information of site visitors,
  • how to opt out of the website's mailing list.
  • where visitors can find information on PIPEDA.

Make sure your site complies with the requirements of PIPEDA. Download the Canada PIPEDA Privacy Policy for Hotel Website and post it on the site.


Hotel Group Accommodation Contract

Hotel managers, rent a block of rooms to a group with this Hotel Group Accommodation Contract.

This contract is ideal for tour groups or organizations requiring volume room bookings for events such as conventions, reunions, trade shows, etc. The Group Accommodation Contract includes provisions for:
  • payment of a deposit to hold the room reservations,
  • room guarantees,
  • what happens if there is a reduction in the anticipated number of guests,
  • cancellations,
  • catering (food and beverages) and other facilities required for the group function,
  • invoicing and payment,
  • the hotel's responsibility to arrange alternative accommodation in the case of overbooking.

The Hotel Group Accommodation Contract is a generic digital template that can be used anywhere. Download it immediately after you buy it, customize it as you wish.