Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
    • Credit Notes
      • Overview
      • Applying credit notes
      • Auto-apply credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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  1. Bookings

Tracking booking owner/manager

With Loopit you can set a user to act as the person responsible for managing a booking.

To set who manages a booking

1

Go to booking

On the left side summary column it will show who currently manages the booking

2

Click edit icon beside

Set the staff member who is managing the booking

3

Press save

You are able to filter the bookings list by using the "managed by" filter option and selecting the staff member(s) you wish to load bookings for.

When a new booking is created the default is "Not set"

Last updated 2 days ago