What Can a Booking Assistant User Do?

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Overview

This role is designed for individuals providing support in the booking process, with access to features such as searching and booking tours, requesting rates from suppliers, and managing orders and customer information. They can also send various types of order-related emails and have limited access to the schedule. However, certain features like performance tracking, inventory management, advanced scheduling, agent management, reports, selling online, integrations, and settings are restricted for this role.

Tip: Click here to see an overview of all User access roles. 

 

Booking Assistant Feature Access Details

  • Dashboard: view Bookings
  • Dashboard: view Actions Required
  • Dashboard: view Recent Actions
  • Marketplace > Tours and Activities: access to search/book 
  • Marketplace > Find Suppliers: access to request rates 
  • Marketplace > Find Agents: access to only find agents
  • Marketplace > Company Profile: view only access
  • Orders: view and create
  • Orders: delete orders
  • Orders: restore deleted orders
  • Orders: log note and print
  • Orders: edit prices
  • Orders: trigger automated refunds 
  • Orders > Email > send Order Details
  • Orders > Email > send Order Cancellation
  • Orders > Email > send Payment Request
  • Orders > Email > send Simple Email
  • Orders: view sent emails
  • Orders: add/remove manual payment types
  • Orders: add/remove automated payment types
  • Customers: full access
  • Schedule > Calendar: view only access
  • Schedule > Manifest:  view only access

Note: Recent changes to access details are highlighted above.

 

Booking Assistant Feature Restriction Details

  • Dashboard: view Performance
  • Marketplace > Settings
  • Inventory: all menu items
  • Orders > SMS
  • Orders > Email > send Reminder emails
  • Orders > Email > send Followup emails
  • Schedule > Calendar: Mass Reschedule Orders
  • Schedule > Calendar: create sessions
  • Schedule > Agenda
  • Schedule > Bulk Update
  • Agents: all menu items
  • Reports: all menu items
  • Sell Online: all menu items
  • Integrations: all menu items
  • Settings: all menu items

Note: Recent changes to restriction details are highlighted above.

 

Other User Options 

The following options can be set independently of the access role.

Order notifications - If checked, this user will receive all new order notifications by email. This includes Online and Agent orders, but does not include new orders created manually.

Internal Order notifications - If checked, this user will receive an email notification every time a new order is manually created.

View Company Notifications - If checked, this user will able to view all the notifications of the company.

Send and receive messages - If checked, this user will able to send and receive messages from other users of the same company as well as from other companies too.

Visible on company profile - If checked, this user will be visible on your profile page.

Receive Weekly Report Emails - If checked, this user will receive each week the weekly report by email.

Receive Abandoned Cart Emails - If checked, this user will receive an email every time a customer abandons their online shopping cart

Receive Bounced Notification Emails - If checked, this user will receive an email every time a customer email bounces.

Rates Notifications - If checked, this user will receive an email every time a reseller requests a negotiated rate.

Prevent Overbooking - Tick this box if you want to prevent this user from overbooking sessions.

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Learn what other User Types can do

Owner User

Booking Administrator User

Booking Manager User

Staff User

Accountant User

Resource User

Webmaster User

 

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