Workflow: How to Assign Assets to Bookings

Workflow: How to Assign Assets to Bookings

Assigning assets ensures your trips are fully set up and tracked accurately. Here’s a quick step-by-step guide:

Step 1: Confirm the Booking
Before assigning any assets, make sure the booking is confirmed. Assets can only be assigned to confirmed bookings.

Step 2: Access the Asset Assignment Options
In the confirmed booking:

• Scroll to the Payment Information section.

• Choose either:

  • "Assign Asset"

  • OR "Edit Booking" on the right-side of the booking page.

Note: All updates in GoGuide are processed through the 'Edit Booking' Flow. This keeps everything cohesive and tracked properly.

Step 3: Open the Resources Tab
Once in the Edit Booking Flow:

• Select the "Resources" tab on the left-hand side.

• Here, you can assign your asset (such as a River Section).

Step 4: Select the Asset
Choose from:

• Supported assets (linked to your listings).

• Unsupported assets (linked to other listings, if applicable).

Example: For a private water trip, select the specific River Section you want to assign.

Step 5: Finalize and Save

• After selecting your asset, click "Continue" (bottom right).

• On the final page:

  • To notify the customer: select the email from the dropdown.

  • To avoid notifying the customer: leave the dropdown blank and press "Reschedule."

Why This Matters:

• Keeps everything organized.

• Ensures accurate tracking and reporting.

• Streamlines asset management for your team.