Workflow: Assigning a Guide to a Trip

Need to assign a guide to an upcoming trip? You can do it quickly through the Edit Booking Flow—whether you scroll to the team section or use the Fix/Dismiss alert to jump straight to the assignment.

Step-by-Step Instructions

1. Open the Booking

• Go to the Bookings tab from the menu on the left side of the page.
• Select the booking that needs a guide assigned.

🛠 Note: If the booking is missing a resource (like a guide), a Fix/Dismiss banner will appear at the top of the booking card. Click Fix to go directly to the assignment screen.

2. Assign the Guide

• You can either:
  • Scroll to the Team Members section and click Add a team member, or
  • Click Edit Booking → Resources to open the guide assignment screen.
• From here, you can:
  • Select a guide from your list of supported guides, or
  • Manually assign a guide outside your listed team.

3. Continue

• Click Continue to proceed.

4. Notify the Customer (Optional)

• You’ll be prompted to send an email:
  • To notify the customer, select their email and choose Reschedule.
  • To skip the notification, leave the dropdown unselected.

✅ 5. Guide Notification

• Once a guide is assigned to a trip, they will automatically receive a notification and see the trip on their GoGuide calendar.