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Resource management

Assign your drivers, guides and vehicles to your experiences and departures in a fast, easy manner.

The resource type is simply the type of resource, e.g. English-speaking guide, Spanish-speaking driver, Minibus, Jeep, two-person ATV, etc.

With resource management you can:

  • Apply resources to experiences in the experience editor, and assigned departures in the Booking Calendar.
  • Keep track of your resources, from drivers and guides to vehicles.
  • Assign resources to experiences, e.g. kayaks for kayaking tours and French speaking guides for private tours.

Note that it's not possible to use resource management on combo-products.

You can locate the resource management overview under Operations > Resource management on the left hand side menu.

Adding new resources

In the overview, you’ll find a list of your current resources. You can add new ones by clicking the Add resource button in the top right corner.

When adding a resource, enter a title and a resource type. The title can be whatever you please, e.g. the name of the driver/guide, the name of the vehicle, the registration number of the vehicle, etc.

The resource type is simply the type of resource, e.g. English-speaking guide, Spanish-speaking driver, Minibus, Jeep, two-person ATV, etc.

Apply resource types to experiences

To apply resource types to experiences navigate to Products > Experiences. From here, click on an experience to open the experience editor.

Locate Resources on the left hand side menu. Determine how many resource types each departure of this experience will need. To apply a new resource, click on + Add resource type.

Choose a resource from the dropdown menu, select the quantity needed and enter the cool-down minutes. Cool-down is the time the resource needs to prepare before going on another departure, e.g. if a guide needs a 60-minute break before going on another departure, you input 60. Remember to click on Save and continue.

Assigning resources to departures

To assign resources to departures, navigate to Bookings > Calendar. From here, click on a departure to open the menu.

Click on + Assign to assign a resource to that departure. Choose from the options in the dropdown menu. You can also edit your resources by clicking the + Edit resource button.

Once resources have been assigned, they appear as per the screenshot below. You can remove the resource and replace it by clicking the red rubbish can on the right-hand side.

Once resources have been added to a departure and you click to open another departure, you’ll see a message in red indicating that the resource is already in use. This prevents you from double-assigning resources.

Date-only resources

Some experiences have departures that are Just date, no time. These experiences appear at the top of the booking calendar.

When a resource has been assigned to a Date only departure, the message in red reads In date only.

Please watch the video below to see a demo of the resource management feature: