Assign staff members to a rental so your team knows who's responsible for each booking.
How to Assign
- Open the rental detail view
- Find the Assigned Staff section
- Select a team member from the dropdown
- The assignment saves automatically
What Staff Assignment Does
- Responsibility tracking — Clear ownership of each booking
- Notifications — The assigned staff member receives notifications about this rental's status changes, payments, and messages
- Filtering — You can filter the rental list to see only bookings assigned to a specific person
- Performance tracking — Assigned staff can be tracked for conversion and revenue metrics
Multiple Assignees
A rental can have multiple staff members assigned. For example, one person handling the booking and another handling the porter delivery.
Frequently Asked Questions
Does staff assignment affect permissions?
No. Staff assignment is informational and for notification routing. All team members with access to RentalOS can view and edit any rental regardless of assignment.
Can I auto-assign based on lead source?
Auto-assignment based on lead source or round-robin is handled through the Inside Sales team configuration in Settings → Team → Inside Sales.