How to make staff selection in bookings mandatory?

Created by Customer Service Bookia/Tableo, Modified on Tue, 3 Sep at 11:37 AM by Customer Service Bookia/Tableo

Seeking better oversight of booking modifications? Wondering who on your staff has made changes to a reservation? You can designate staff fields as mandatory when creating or editing bookings. Get complete transparency over booking edits, empowering you to track staff involvement with precision.

From the side menu:

  1. Choose Settings > Settings > Booking Settings

  2. Scroll down to “Make staff selection in bookings mandatory” and select the checkbox

  3. Click on Update > OK



Now when a staff member creates or edits a booking, they will be prompted to select their name from the booking form.



To add a staff member to your Manager Account

From the side menu

  1. Choose Team management > Edit your account

  2. Scroll down to “Multiple User Account”

  3. Click on “Add Staff Member” to input the members of staff who can edit bookings on your behalf.



While we strive to ensure the accuracy and currency of the information in our knowledgebase, some articles may contain minor discrepancies due to the constant evolution of our services and products. 


 

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