Make assigning leads and reservations optional instead of a requirement
Remove the requirement to assign reservations to different people on the team. We know assigning users to each booking is useful to some, but this is a bit annoying for us as everyone on our team should have access to all
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Hi Janet, this is currently available to both pro and premium clients so you'll be able to do this. There is a box under agency settings to auto assign leads. The first Booking Agent listed on the property will be auto assigned the leads. I see you have one team member with the role of Booking Agent - Travis Gross. If you check this box, all leads for properties he is assigned to will auto assign to him.
If you would like them to auto assign to someone else, they will need to have the role of Booking Agent and be the first Booking Agent listed on the property.