Working with booking sources
When you need to work with other users on a booking you own, you can give them edit access to the record. Those users are then able to modify the booking details, block guestrooms and function space, and manage events. Sourced users can also delete events on the booking if this option is enabled in your org.
Your property administrator can activate processes to trigger tasks and activities for individuals sourced on a booking, not just the booking owner.
To add booking sources
- Click Edit at the top of the Booking page.
- Navigate to the Booking Sources section.
- Select the appropriate users for the applicable source fields.
- Click Save.
To replace an existing booking source
- Click Edit at the top of the Booking page.
- Navigate to the Booking Sources section.
- Remove the name next to the source field you want to edit.
- Select a new user for the applicable source field.
- Click Save.