Your guide roster is the list of all guides available for trip assignments. Add guides before using the Guide Board or auto-suggest features.
Adding a Guide
- Go to Guides in the sidebar.
- Click Add Guide.
- Fill in the guide profile:
- First name and Last name -- Required.
- Email -- Optional. Used for notifications if enabled.
- Phone -- Optional contact number.
- Status -- Active, Inactive, or Seasonal. Only active guides appear on the allocation board.
- Specializations -- Select the fishing methods or activity types this guide excels at (e.g., fly fishing, spin casting, bass). These are used by auto-suggest to match guides to bookings.
- Max guests per day -- The maximum number of guests this guide can handle in a single trip day.
- Seasonal dates -- If the guide's status is Seasonal, set their active start and end dates.
- Notes -- Internal notes about the guide (certifications, boat info, etc.).
- Click Save Guide.
Plan Limits
The number of guides you can add depends on your plan:
| Plan | Guide Limit | |------|-------------| | Free | 1 guide | | Pro | 10 guides | | Lodge | Unlimited |
Tip: If you've reached your plan's guide limit, the Add Guide button is disabled. Upgrade your plan to add more guides.
Editing a Guide
Click any guide in the roster to open their profile. Update any field and click Save. Changes take effect immediately on the allocation board and auto-suggest.
Deactivating a Guide
Set a guide's status to Inactive to remove them from the allocation board without deleting their record. Inactive guides retain their trip history and can be reactivated at any time.