How to make staff selection in bookings mandatory?

Created by Customer Service Bookia/Tableo, Modified on Thu, 28 Mar 2024 at 04:38 PM 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.



 

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