With expanded Booking Roles, you can better organize responsibilities across your team, streamline workflows, and gain more accurate reporting throughout the booking lifecycle.
The person responsible for securing a booking isn’t always the same person managing the operational details needed to bring an event to life. By separating Sales and Operations responsibilities, teams can ensure the right people are assigned to the right stages of the booking process.
The Sales Assignee role represents the team member responsible for managing the sales process, from initial inquiries and client communication through to securing the booking.
The Operations Assignee role is designed for the team members responsible for the execution and coordination of the event, including operational planning, event details, and ensuring everything is ready for a successful event experience.
How To Assign, View and Edit
When creating a new booking, you’ll now see separate fields for Sales Assignee and Operations Assignee.
You can view the Sales Assignee and Operations Assignee for a booking in the top-right corner of the Booking page. If you need to update the assigned team members, simply click on the assignee fields to make any necessary updates.
