Can my staff log into Bookeo and 'accept' to run a tour/activity?

It is fairly common for a business to have casual staff members. Some of them may be available to run a tour/activity, but their availability may change from week to week. Staff members can log into Bookeo and accept to run a tour/activity.
Here are the steps you should follow to let staff members assign themselves to a tour/activity:

In this article:


Step 1 - Set up your staff members as resources

If you haven't already done so, set up your staff members as resources in Settings>Resources, under the same resource type, for example, "Guides". Click here for more information

In the Trips or Games section of the resource type, tick the tours/activities [1] that will use these resources.


Step 2 - Set assigned staff member as "to be determined" in the tours/activities schedule

 In the tour/activity schedule, leave the assigned staff member as "to be determined"

  • Go to Settings>Tours and activities
  • Click on a tour/activity
  • Go to the Schedule tab
  • Make sure that in the tour/activity schedule, the assigned staff member is "to be determined" [2]


Step 3 - Set up your staff members as account users

If you haven't already done so, set up your staff members as account users in account>users. Click here for more information 

In the Permissions - Special operations section, make sure that the Change tours [3] checkbox is ticked.



In the Permissions - resources section of the user's settings page, make sure that account users have 'read and write' [4] permission for themselves. For example, the account user Bill should have 'read and write' permissions on the resource Bill. 
 

 


How staff members can accept to run a tour/activity

Now staff members can sign into their Bookeo account to see upcoming tours/activities. Tours/activities with a staff member set to be determined will show it with 3 question marks on the calendar. 



The user can simply click on the tour/activity, and select themselves as the guide [5], then Save to be assigned to that tour/activity