Tour / Departure - Resources
Resources can include Bikes, Extras, Staff and Equipment, although your business may have views to some of these turned off.
Once Bookings have been added to the Departure, and then bike and Extras assignments made, they will be visible from the Resources | Assignments 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.
The Booking level's drop down lists of the bike items available to select, are driven from the selections made within the Master.
Note that 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. 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 records (which are not shown to the user - unless they use the Inventory Module)...
- 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
- Click once on the client's booking name, and you will be taken to the booking page to make the appropriate selection/s
- If your business uses the Asset Inventory module, there will also be a Resources search box on this page
- Once any missing information has been entered, the alert will disappear.
Extras
Extras are optional and chargeable items that the clients have selected.
The Departure | Resources | Extras view is also 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).
Staff
For guided trips, staff can be allocated on the Departure's Resources tab
Click the + Staff button, making selections from the drop down lists.
Staff assignments can be viewed on the Manifest, Calendars, and 7 day views