Up to 5 additional Booking Roles can be added to your account for the purpose of automatically allocating your tasks to individual team members based on their Role for a quote or booking.
You can also filter your Quote and Booking tabs by Booker Role so that staff can see what functions have been allocated to them.
Examples can include your AV Manager, Catering or Banquet Manager, Function Manager etc
To setup your Booking Roles:
- Navigate to Global Settings > Venues > Settings
- Add in up to 5 Job Roles
- Press Save
To Filter your Functions by Booking Role:
- Navigate to Quotes or Bookings
- Use the dropdown filter arrow and select the iVvy user under each of your new Booking Roles
To Auto-assign a task by Booking Role:
- Navigate to Setup > Templates > Tasks
- Add or Edit a task
- Set the following conditions
When = Booking
Has = Booking Role Set
To = Your specific Booking Role
Find out more about Creating and Managing your Tasks
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