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Outfitter Handbook - Assigning

So you have a roster of guides and want to start assigning trips and organizing your calendar... what comes next?

Benjamin Lazarov avatar
Written by Benjamin Lazarov
Updated over a week ago

Welcome to AnyCreek!

This handbook is designed to guide you through the process of getting setup on AnyCreek from start to finish to the continuous process of booking trips. Everything you need to know is within this article but remember you can always reach someone from the team as questions arise.

Getting Started

So you are an outfitter or guide who wants to create a more efficient business, generate more trips, and create an elevated experience for both you and your clients.

An essential feature specifically for you will be the ability to assign trips to your guides on your roster. With this you are able to keep your calendar organized with who is taking which trips, and keep your guides on the same page with their own portal and view of client details. So.. let's get started!

Table of Contents

Quickly reference sections below.

Setting Up Your Account

When you are accepted into the AnyCreek platform, you will receive an email with information on steps to setup your account. Follow those steps carefully and don't skip anything. Before you move on please make sure you have done the following:

  1. Setup your Payout

  2. Create Trip Listings

  3. Add a profile photo

  4. Double check your guide bio

Inviting Guides to your Guide Roster

To get started, you will need the email and phone number for the guides you intend to assign trips to.

Navigate into your AnyCreek profile and click your profile photo in the top right hand corner. Click on 'Guide Roster' and from this page use the 'Invite a Guide' button to start building out your roster. When you invite a guide, they will immediately get an email to setup their account through AnyCreek.

There are two features on our platform that you can use when you have a guide roster.

  1. Assign a Guide - this allows you to assign a guide from your roster to a specific trip to keep your calendar organized and also shows up on the assigned guides calendar with client details. They will receive a notification that they have been assigned a trip. With this feature you are responsible for paying your guide outside of the platform. THIS is the feature YOU will be using.

  2. Refer a Trip - this feature allows outfitters or independent guides refer a trip they cannot take, out to another guide for a referral fee. It requires their guide roster to setup their payout and automatically splits the referral fee off and deposits the remaining balance into the referred guides account. You will NOT be using this feature.

Please note: You ARE NOT referring trips out, you are simply assigning trips to your guides so it is NOT necessary for your guides to setup their payout. All money will be routed to your account and you will be responsible for paying yours guides outside of the platform.

Watch the video below for a more in depth look at inviting your guides.

The Three Ways to Book

There are three ways to fill up your AnyCreek calendar. The first one, Invite to Book, will likely be the tool you will be using the most. It automates everything for you including auto-payments, storing client details, populating trip prices based on details, etc.

1. Invite to Book - create a custom invitation that takes client straight to check out.

Use this when:

  • You get a phone call from a potential client and instead of taking down their details and getting back to them, you create a custom invitation and send them the link via text or email

  • to add existing trips to your AnyCreek calendar to automate payments and begin working off of one calendar

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2. Add a Custom Booking - create a custom booking that does not automatically process payment and does not require payment at all.

Use this when:

  • you have a cash paying client but want to get them in your calendar, store their client details, and send them a confirmation email

  • existing bookings that you want to get on your AnyCreek calendar but don't need to take a deposit for

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3. Organic Booking - a booking that comes in from an outside source like social media, or your website.

This will happen when:

  • a client is directed to your website or AnyCreek page to book directly

  • a client finds your site through social media or the search marketplace

How to Assign a Guide to a Trip

Let's get to the good stuff! You can assign a guide by navigating to the trip details page for the specific trip. Scroll down and click "assign guide." Choose the guide you want to assign.

That particular guide will now get a notification email/text that they have been assigned a trip. They are able to view the trip details within their 'bookings' tab of their profile.

Watch the video below to get a step by step tutorial on how to successfully assign a guide.

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Educating your Guides on the Process

It is important to give your invited guides a heads up so they know what to expect.

Your guides will receive the Invited Guide Handbook to get started. Like this handbook - it will lay out everything they need to know from start to finish.

They DO NOT need to setup their payout as you are just assigning trips for them to have better visibility into the details they need.

Calendar Integration

Learn how to integrate your Google or iCalendar. The integration works one way with your AnyCreek calendar as your source of truth to keep things simple. Any trip that is inputted, booked through your profile, or invited will show up on your integrated calendar with the appropriate details upon accepting!

Note that your invited guides can also integrate their calendars through their profile so they too can have their trips show up on their google or iCalendars.

Making Changes to Existing Trips

You can modify trip details while the trip is pending AND after the trip has been accepted. Simply navigate into the specific booking and click "modify" in the upper right hand corner of the screen.

See the video below to learn more.

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Other Tools and Resources

Please visit our help center for more videos and articles and other tools and resources built specifically with guides in mind!

Extra Help

Please reach out to the AnyCreek team with any questions or comments by visiting our contact page.

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