Learn more about what a Booking Assistant user can and cannot do within your Rezdy account.
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: log note and print
- Orders: edit prices
- Orders > Email > send Order Details
- Orders > Email > send Order Cancellation
- Orders > Email > send Payment Request
- Orders > Email > send Simple Email
- 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
- Settings > Emails > Email Logs: view only access
Booking Assistant Feature Restriction Details
- Dashboard: view Performance
- Marketplace > Settings
- Inventory: all menu items
- Orders: delete orders
- Orders: restore deleted orders
- Orders: trigger automated refunds
- Orders > Email > send Payment Receipt
- Orders > Email > send Reminder emails
- Orders > Email > send Followup emails
- Orders: view sent emails
- Agents: all menu items
- Schedule > Calendar: create sessions
- Reports: all menu items
- Sell Online: all menu items
- Integrations: all menu items
- Settings > Company Profile
- Settings > Online Payments
- Settings > Regional Settings
- Settings > Billing & Plan
- Settings > Users
- Settings > Taxes and Fees
- Settings > Emails > Email Templates
- Settings > Action Logs
- Settings > Legal
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.
Learn what other User Types can do
Booking Administrator User
Booking Manager User