How to set up your guides and drivers in TourTask

1. 1

   Open the person on Users → Manage

   Click their row, or click Create new user.

2. 2

   Switch on Provider

   The Provider tab opens below.

3. 3

   Say how they are paid

   Switch on Not paid per activity for someone on a salary: their jobs then ask for no cost.

4. 4

   Choose their reminders

   Under Staff reminders, Disable SMS or Disable email stops those reminders to them.

5. 5

   Click Save

   With Send welcome email on, a new user chooses their password from the e-mail.

A standard fee is what you usually pay this provider for one tour's job, such as guiding it.

1. 1

   Pick a Tour and a Component

   Under Standard fees, in the Provider tab.

2. 2

   Click Add

   A row for that tour and job appears.

3. 3

   Type the fees

   Under Private and Group, in your operating currency, then click Save.

TourTask offers the fee as the job's cost when you assign this provider in the booking form, or when you offer them the job. It never changes a cost by itself, and Pay your providers pays each job's own cost.

Each provider sees their own jobs under My calendar, with the jobs of the vehicles they own. They choose the dates, hide or filter what they see, add notes, export it to Excel and open a group's passenger list, but change nothing else. Only users with the Provider role have it: an administrator without the role does not.