Tour / Departure - Resources


🎬 🍿 Watch our Product Feature tour to learn more


Resources can include Bikes, Extras, Staff and Vehicles. Your views might look slightly different, as views to some of these resources may be turned off at Master level, depending on the Master, and your business model.


From the Main Menu, select the Tour | Resources tab.


Main Menu, select the Tour | Resources tab.


Bike


At Tour level, this is a SUMMARY view, which will show you what Bike assignments have been allocated to the clients in the Booking area. 


When a new client is added to a Tour / Departure (or even when an Tour / Departure is created with numbers of PAX) , the "included" bike from the Master will be added to the Client's Resource | Bike details, and summarised here at Tour level.


Plus, it will create all of the Bike Hire day records AND if it's been defined on the Master, it will also create the Pre & Post day bike records (which are not shown to the user - unless they use the Inventory Module)... 


Tour level Bike Resources - this is a Summary view of booking level selections


  • Clicking on the individual client name listed, will take you to the Client's booking to enable changes to be made.



  • If there is an alert on the Tour /Departure | Resources tab, this is to indicate that some information is missing at the booking/client level, e.g. a booking doesn't have a bike selection made, or the number of hire days populated

  • These alerts can be resolved by clicking once on the client’s name to update their booking.
  • Once the appropriate selections have been completed, the alert will disappear.

Learn more about making changes to client level bike resources here


If your business uses the Asset Inventory module, there will also be a Resources search box on this page


Accessories




Extras


Extras are optional and chargeable items that the clients can select.


The Tour | Resources | Extras view is a SUMMARY view, which will show you what Extra assignments have been allocated to the clients in the Booking area. 


The Booking level's drop down lists of the extra items available to select, are driven from the selections made within the Master.


Tour | Resources | Extras


Learn more about making changes to client level extra resources here


Guides / Staff



For guided trips, staff can be allocated on the Trip's Resources tab


To Assign guides

  • From the Main Menu | Tour | Resources | select the Guides/Staff tab

  • Click the + Staff button, making selections from the drop down lists.
Selecting a guide to add to a trip

The number of guides assigned to each tour is visible in the top left corner of each tour.


A Staff calendar is available to view from each tour, allowing you to you check the availability of any/all staff


Learn more about simple calendars here


Vehicles


Vehicles assigned to this tour (generally for guided tours) are managed here.


Main Menu | Tour | Resources | Vehicle

To add a vehicle


  • From the Main Menu | Tour | Resources | Vehicle tab
  • click the + Vehicles button
  • Select the appropriate vehicle from the dropdown list. The the vehicle's capacity, its registration will all be automatically populated. Add or edit any office notes and comments.
Select the appropriate vehicle from the drop down list
  • Add or edit any office notes and comments.

  • To swap an existing vehicle, click on it in the list, and select a different vehicle.

A vehicle calendar is accessible from each tour, allowing you to check the availability of any/all vehicles

Learn more about simple calendars here


Learn more topics about Resources here.