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TransferVista Documentation

Assigning Operators

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Introduction

Section titled “Introduction”

Assigning an operator (driver or partner) to a booking is a key step in the booking workflow. Once a booking is accepted, you can assign a driver or partner operator to fulfill the transfer. The assigned operator receives notifications about their assignment and can view all relevant booking details.

Currently, you can assign an operator in three ways:

  1. From the bookings table - Using bulk actions for multiple bookings, or by clicking the Assign button in the Operator column for single bookings
  2. From the booking details page - Using the Assign button
  3. From the calendar view - Clicking on a booking event

Assigning an Operator

Section titled “Assigning an Operator”

Regardless of which method you use, the assignment process opens the same dialog:

Assign Operator Dialog

FieldDescription
Assign toThe operator to assign. Shows the commission percentage, e.g. “JOHN (15%)“
CommissionThe commission amount for this booking. This field is auto-calculated based on the operator’s commission percentage and the booking total, but can be manually adjusted if needed.

Commission Calculation

Section titled “Commission Calculation”

When you select an operator from the dropdown, the commission field is automatically calculated based on:

  • The operator’s commission percentage (configured in their profile)
  • The booking’s total amount

You can manually adjust the commission amount if needed for specific bookings.

Notifications

Section titled “Notifications”

Assignment Notification Email

When a booking is assigned, email notifications are sent to both the customer and the operator:

RecipientEmail
CustomerNotified that a driver has been assigned to their booking
OperatorReceives assignment details with booking information

FAQs

Section titled “FAQs”

When Can You Assign?

Section titled “When Can You Assign?”

Operators can only be assigned to bookings in the Accepted status.

I didn’t receive an assignment email. Why?

Section titled “I didn’t receive an assignment email. Why?”

Make sure that the assignment notification email template is enabled in your settings.

What can the customer see after assignment?

Section titled “What can the customer see after assignment?”

Once assigned, the customer will see the operator’s name, photo and contact details in their booking confirmation email.

Section titled “Related Pages”