What Can a Booking Manager User Do?

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Overview

This role is designated for individuals responsible for managing bookings and overseeing operations within the application. They have access to key features such as searching and booking tours, finding and adding agents, managing inventory, handling orders and customer information, and maintaining schedules. This role is suitable for users who need comprehensive control over the booking process while having certain restrictions on performance tracking, settings configuration, advanced email functionalities, reports, and integration management.

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

 

Booking Manager 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 find and add agents
  • Marketplace > Company Profile: view only access
  • Marketplace > Marketplace Rates: view and create
  • Inventory > Products: View and create
  • Inventory > Extras: full access
  • Inventory > Categories: full access
  • Inventory > Resources: full access
  • Inventory > Vouchers: full access
  • Inventory > Promo Codes: full access
  • Inventory > Pickups: full access
  • Inventory > Packages: full access
  • Orders: view and create
  • Orders: trigger automated refunds
  • Orders: delete orders
  • Orders: restore deleted orders
  • 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: view sent emails
  • Orders: add/remove manual payment types
  • Orders: add/remove automated payment types
  • Customers: full access
  • Agents > Agents: full access
  • Agents > Negotiated Rates: full access
  • Agents > Invoices: view only access
  • Agents > Blacklist: full access
  • Agents > Agent Requests: full access
  • Schedule: full access
  • Settings > Users: view only access
  • Settings > Taxes and Fees: full access
  • Settings > Emails > Email Logs: view only access

Note: Recent changes to access details are highlighted above.

 

Booking Manager Feature Restriction Details

  • Dashboard: view Performance
  • Marketplace > Settings
  • Inventory > Products: Use special deposit rules
  • Inventory > Products: Add product-specific terms and conditions
  • Orders > Email > send Followup emails
  • Orders > Email > send Reminder emails
  • Orders > SMS
  • Schedule > Calendar: Mass Reschedule Orders
  • 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 > Emails > Email Templates
  • Settings > Action Logs
  • Settings > Legal

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 Assistant User

Staff User

Accountant User

Resource User

Webmaster User

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