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How to use Guiding.Pro as my Guide Management Software?

Magdalena Contiu
  • Updated

Guiding.Pro lets you plan tours, staff shifts and manage your guides. This article explains how to set up roles, users, tour templates and tours in Guiding.Pro. It also covers how to handle shifts, applications and feedback.

 

1. Set up roles and users

1.1. Create and edit roles

Roles are an essential part of working in Guiding.Pro. After you get started, create all the roles your organization uses.

 

To create a role:

  • In the Guiding.Pro navigation, go to Roles.
  • Click Add new role.
  • Enter the role name.
  • Select whether this role is the default role for new guides (optional).
  • Click Create.

 

To edit or delete a role:

  • In Roles, click the pen icon under Actions next to the role.
  • Edit the role, or delete it.

 

Important: You can only delete roles that are not assigned to any user.

 

1.2. Manage users

In the Guiding.Pro navigation, go to Users to see all users registered for your account. On this tab, you can:

  • See each user’s status
  • Filter users by role
  • Search for specific users with the text search

 

To invite a new user:

  • Click Invite user in the top right corner.
  • Enter the user’s email address.
  • Assign a role to the user.

 

2. Create tour templates and tours

2.1. Create tour templates

Tour templates in Guiding.Pro are the equivalent of products in Regiondo.

  • In the Guiding.Pro navigation, go to Tour Templates.
  • Enter the name and location of the tour template.
  • Add comments if needed (optional).
  • Click Create Template. The new template appears in the tour template overview.

 

2.2. Create tours

Tours in Guiding.Pro are the equivalent of availability settings in Regiondo. A tour defines the date, start time and end time.

  • In the Guiding.Pro navigation, go to Tours.
  • Select the tour template.
  • Enter the tour name.
  • Set the start time and end time.
  • Select the dates on which the tour takes place.
  • Select the roles needed to run the tour.
  • Set how many shifts per day each role needs.
  • Add comments if needed (optional).
  • Click Create.

 

Important: The duration between the start time and end time must match the duration set for the matching ticket categories in Regiondo.

 

3. Manage tours and shifts

3.1. Use the tour calendar

The tour calendar gives an overview of all upcoming and past tours.

  • Dates with tours are marked in blue.
  • The total number of tours for each day is shown below the date.
  • Click a date to see all tours on that day.
  • Click a tour to open its tour detail page.

 

The tour detail page shows:

  • Date, time and duration
  • Location
  • Assigned guides
  • Guest information
  • Guide applications
  • Handover requests
  • An option to add guests manually
  • An option to add more roles to the shift

Note: Guests added manually in Guiding.Pro are not reflected in Regiondo.

 

3.2. Manage shifts

  • In the Guiding.Pro navigation, go to Shifts to see an overview of all shifts.
  • Filter the shifts by:
    • Upcoming shifts (selected by default), past shifts or all shifts
    • Roles
    • Guides
  • Use the free text search to find a specific shift.
  • Click Detail to open the tour detail page of a shift.

 

4. Manage guide applications and feedback

4.1. Guide applications

  • In the Guiding.Pro navigation, go to Applications to see all applications sent by your guides.
  • Filter the applications by role if needed.

4.2. Feedback

Guides can give feedback on any of their finished shifts.

  • In the Guiding.Pro navigation, go to Feedback to see all feedback.
  • Filter for specific feedback if needed.

 

 

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