What Can a Booking Manager User Do?

Stevie

Updated August 17, 2020 00:47

Overview

Learn more about what a Booking Manager user can and cannot do within your Rezdy account.

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: 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: 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
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.