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Tour guides

The Tour guides area in the admin is where you manage the people who lead tours: their availability, their assignments to tours, and the link to their tour-guide portal profile. Tour guides themselves work in a separate Tour Guide portal — see Tour Guide → Profile for the guide-side experience.

Key capabilities​

  • Maintain availability per guide via a calendar view
  • Create, edit, and remove availability windows
  • Assign guides to tours
  • Let guides manage their own profile from the Tour Guide portal

User roles​

RoleDescriptionKey actions
Company AdminStaff using the Vaylo Admin PanelSet up users as tour guides, manage availability, assign guides to tours
Tour GuideEnd-user with access to the Tour Guide portalView assigned tours, manage availability, edit their profile

Setting up a user as a tour guide​

Tour-guide status is set on a user record under Settings → Users. Open the user and tick Assign this user as a tour guide. The user then appears in the tour-guide selectors across the admin and gets access to the Tour Guide portal.

Where it lives​

Tour Administration → Tour guides.

Inside the page you'll find:

SectionPurpose
CalendarPer-guide view of availability for the current and upcoming months
Upcoming availabilityList view of availability windows for each tour guide
NewButton to create a new availability window

The calendar​

The calendar shows availability for each tour guide for the visible month, so dispatchers can match guides to tours at a glance.

  • Use the navigation arrows to move between months.
  • Click Today to return to the current date from any month.

Upcoming availability​

The Upcoming availability dashboard lists every availability window per guide. Use it to:

  • See each guide's free windows in chronological order.
  • Toggle a window on or off without deleting it.
  • Edit or remove a window if a guide's schedule changes.

Creating an availability window​

  1. Open Tour Administration → Tour guides → Upcoming availability.
  2. Click New.
  3. In the popup, set the Date range:
    • Start date — when the guide becomes available.
    • End date — the last day of the window.
  4. Click Create. The new window appears on the Upcoming availability page and the calendar.

Editing an availability window​

Click the pen icon on any availability row to open the edit popup. Adjust the date range and click Update to save.


Assigning a guide to a tour​

Once a guide is set up and has at least one availability window, they can be assigned to a tour from Tour Administration → All Tours → Tour Guides (the assignment screen). Pick the guide from the dropdown, choose the tour dates, and save.

tip

Assignment lookups are filtered by availability — only guides who have an active availability window covering the tour's dates appear in the dropdown. If a guide is missing, double-check their availability first.


What guides see​

After being marked as a tour guide and assigned to one or more tours, the guide has access to the Tour Guide portal:

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