Assigning staff to a booking and emailing them

You can link staff (guides/employees) directly to a single booking via the dashboard block BookingPeople. This makes clear who carries out or supervises a booking, and staff can receive an email automatically or manually.

Adding the block

First add the BookingPeople block to the booking dashboard. Staff must exist as a resource of type staff; you create these under resources.

Adding a person

Click + in the block and choose a staff member. The system immediately checks availability and warns if the person is not available. On linking, a personal agenda item is created automatically (which syncs with a linked external calendar), and — if the notification is on — the email res_people_connected is sent to the person.

Sending an email manually

Besides the automatic email you can send one yourself with the envelope button in the block. You choose an email template (with the booking context, plus the built-in notification templates) — a preview is shown — and select which people receive the mail. The button is available with the right action_booking_sendmail. Only people with a linked user and a valid email address receive the mail; the rest are skipped.

Also for activities

For activities (events) it works almost identically, via the EventPeople block and the activity roster; there the event_people_updated notification also exists when the date, time or location changes. Which automatic emails are sent and how to customise the texts is explained under Configuring staff notifications.