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How to Track and Sort Guides in the Assignment Calendar

See each guide's schedule in the Assignment calendar, sort guides by rank or name, and group them by availability in Daily view.

The Assignment calendar shows which guides are working each day and how trips are spread across your team. You can sort guides by rank or name and, in Daily view, group them by how available they are.


How to View Guide Assignments

  1. Click Assignment in the left sidebar.

  2. Pick a view at the top right: Daily, 3-Day, 10-Day, or Monthly.

  3. Read the layout:

    • Each row is a guide. If guide ranking is turned on, each guide's rank number shows next to their name.

    • In Monthly view, select Guide in the Guide | Location toggle. Each column is a date, and each block shows the client's initials. Shared trips show a group icon instead.

    • In 3-Day and 10-Day view, choose Timeline to see trips at their actual times, or Summary for compact cards.

    • In Daily view, hours run across the top, and each block shows the client's name, the trip time, and the experience.

  4. Click a trip block to open its summary. It shows the client, experience, Payment status, Trip status, Pre-confirmation tasks, and an Assignment area where you can change the guide or location without leaving the calendar. Click Manage booking or View trip detail for the full record.


How to Sort Guides

Click a column header above the guide list:


Group by Availability in Daily View

In Daily view, guides are also grouped by availability by default: Fully booked first, then Partial, Open, and Blocked last. Your sort order applies within each group. To turn this off, click Display settings and switch off Group by availability. See Use the assignment calendar to organize guides and trips (Minesweeper View).

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