Lead Guides is a new feature that allows you to have more control over how you book your trips and show their availability, along with assuring you always have the right Guides from your team on the booking. Think of a Lead Guide as someone who needs to be available in order for you to get a booking. For your individual business needs, a Lead Guide could mean a Driver, Captain, Pilot, Head Guide, etc.

Adding a Lead Guide Category to a user will make it so any Listing with that Category will only be available if a Lead Guide is available.

Even if you have other Guides with the same Category, but they are not Leads, the Listing will only be available when the Lead is available.

If a Category doesn't have any Lead Guides, it will work exactly how it did before. This means it will send out Guide request texts, assign guides automatically based on priority, etc. You can read more about those options here:

https://help.exploreorigin.com/en/articles/6710433-guide-features

To start using this feature, navigate to Company>Users. Click the key icon under Edit Permissions.

You will see two multi-select boxes, the top is for Categories (which may already have selections), and the bottom is for Categories you want this Guide to be designated a Lead Guide for. Click Update when you are done editing this guide.

Note: If you are inviting new Guides to your company, you will have to invite them first before adding Lead Guide Categories.

With the Guide Ratio settings on your Listings, you can make a non-lead and Lead Guide both get assigned to a booking if the booking requires multiple Guides. The Lead Guide will always be assigned first for a Listing that requires one, and then it will assign the highest priority available Guide.

With that being said, you can move your Lead Guides to the bottom of the priority order for that Category, as they will always be assigned first because they are Lead Guides.