Origin

Know when texts and emails are sent to you, your customers, and your guides throughout the booking process.

Timeline of All the Texts and Emails That Go Out For a Booking

Lead Guide Functionality

This gives you more time to change guide assignments before they're notified of the changes

How to Delay Guide Assignment Notifications

Learn about individual guide schedules, client-to-guide ratios, and guide prioritization

Guide Features

How to Switch Which Guide is On a Trip

In The Personal Guide Calendar, What Does "Blocked Time" Mean?

How to edit time blocks for guides working at multiple guiding companies using the Origin software

How Guide Blocks Work For A Guide Working For Multiple Companies

How To Add More Categories To a Guide's Profile

How to Add a New Guide

For when you have some guides who only work seasonally, or who guest guide with your company and you don't need them displayed year-round.

How To Make A Guide "Inactive" Or Not Show Their Profile On Our Public Page

How To Change A Guide For A Booking?

Instructions to update guide availability as an Admin and as a Guide

How To Update Guide Availability

What To Do When You Have Courses/Trips Already Booked Via Phone

If you'd like to manually block out days for your guides.

How Do I Block Out Days For The Other Guides In My Company?

What Is Guide Priority And How Does The Hierarchy Work?

What Happens If I 'Revoke Permissions' for Guides?

Know when texts and emails are sent to you, your customers, and your guides throughout the booking process

The Guide's "Today" View Has Been Replaced With "Team Schedule"

Jessica McWhirt

Benjamin Lazarov

Guides

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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