In brief: Create user accounts for your Tour Guides to assign them to tours, allowing them to receive guest lists, see their tour schedules and have access to check guests into their tours.
HOW TO ADD A TOUR GUIDE USER ACCOUNT
Select Global Event Management in the main menu
Click User Management in the left hand menu
Click the green Create New User button at the top of the page
Enter the Tour Guide's name, contact information and email address into the associated fields. Please note that the email address used will be the email to which the Tour Guide will receive their shift reminders and automatic guest lists, so ensure an up-to-date and legitimate email address is used.
Select "Tour Guide" or "Tour Guide Supervisor" from the permissions options:
Tour Guide Supervisor accounts are able to view the schedules of all other guides.
Basic Tour Guide accounts can only view their own tours.
The notes section allows you to add remarks to your new Tour Guide's file. They are only visible to Admins, Owners and Managers.
Assign your guide tours by dragging and dropping templates from the available column to the Active Templates column. Assign as many tour templates that this guide will be associated with.
NOTE: You can always edit the user and manage their active templates afterwards.
- In the Active Template column, set your guide's pay scale using the drop down to specify a flat fee per tour, fee per guest, hourly rate or a tiered scale.
- When paying hourly, you will need to specify the number of hours needed per template. This allows you to build in any preparation time the guide may need ahead or after a tour. The tiered scale is based on the number of guests on a tour (ie. 1 to 5 guests = $20. 6 to 9 guests $30).
- Click save.
Your guide will be sent an email with instructions on creating a password. Once they have completed this step, they will be able to login to EzTix.
You can now assign them to the tours they are working on! Click HERE for instructions on how to schedule your Tour Guides into their shifts!
For further assistance please contact firstname.lastname@example.org or call us at 1-877-413-2488.