In Confero 1.7.0, we now allow adding not only a responsible persons (hotel) but also a organizer's contact persons to reservations/events. Let’s take a look at how it works.
Reservation phases
First, let’s look at the reservation stages and how to configure them.
Via Settings → System → Reservation States you can define which reservation states fall under which reservation stage.
Responsible person (hotel)
Within a reservation, you can assign a responsible user through the Responsible Persons option.
The list of available users comes from Settings → Users → List of users
Here you can choose which user is responsible for the reservation, and in which phase.
Organizer's contact person
1. First, you need to define a contact person in the Profile section (Profiles - Individuals). In the person’s detail, simply check the Contact Person option:
2. In the reservation, add a contact person via the Contact Person option :
3. Then simply search for the contact person and confirm. Just like with the responsible person, you can define for which reservation phases/states the contact person is assigned.