Resource requirements (also called resource usages) let you define how many resources are reserved per ticket type each time a customer books an activity. For example, you can specify that each Adult ticket reserves 1 seat on a boat for 2 hours, or that each booking of a certain type claims 1 bike for the duration of the activity. This is how TripWorks knows exactly how much resource capacity to block per booking.
Video Walkthrough
How to Add Resource Requirements to an Activity
Important Note
If you have not done so already, create your desired Resources & Resource Groups before moving onto next steps.
- Navigate to the desired activity by selecting More > Activity Catalog from the toolbar
- Select an activity from the list
- Select Resource Requirements from the sidebar menu
Important Note
Make sure your Capacity is set to Resources before proceeding. If you need assistance, check out How to Set Up Your Capacity by Resources.
- Select the Add Resource Usage button
- Under the Settings tab, select the Ticket Type and Resource Group for which you are creating this requirement
- In the Duration field, specify how long each resource from this group should be reserved per booking
- Under the Advanced tab, specify your preferred Sharing Settings, referencing the table below as needed
Setting |
Function |
Example |
| Any other passengers | Resources from the selected resource group can be assigned to customers across all activities that have the same Sharing Settings selected. | For two of our activities (a museum tour and a park tour), we send a bus to pick up and drop off our customers. Regardless of which tour each customer signed up for, they can all share the same bus to get to and from the event location. |
| Only passengers for the same experience | Resources from the selected resource group can be assigned to any customers booked on this same activity. | We have two boats, which we use for shared tours. Boat 1 is used for our shark-fishing tour, while Boat 2 is used for our lobster-catching tour. Regardless of how many separate bookings it takes to fill up each boat, customers who book the shark-fishing tour will be assigned to Boat 1 until Boat 1 is full; customers who book the lobster-catching tour will be assigned to Boat 2 until Boat 2 is full. |
| Only passengers from the same trip | Resources from the selected resource group can only be assigned to customers who are listed on the same booking. | We offer private tours for customers who simply want to rent a boat for their booking group only. If they choose to rent a boat that seats 30 people, they get that boat all to themselves, regardless of whether their booking includes 5, 10, or 30 people. |
| Only passengers from the location | Resources from the selected resource group can only be assigned to customers who are booking a specific location. | Let’s say we offer bus tours in New York and New Jersey, but we only have one bus. Since we cannot be in two places at once, we want to make sure when a customer books a New York tour, for example, that the New Jersey tour becomes unavailable. This setting ensures only one location can be booked at a time. |
| Only passengers from the same ticket type | Resources from the selected resource group can only be assigned to customers who purchase the same ticket type on a single trip. | We offer a snowmobile tour with two ticket options: “Adult with No Passenger” for single riders and “Adult with Passenger” for riders sharing a snowmobile. When “Adult with No Passenger” is booked, the snowmobile is reserved exclusively for that rider. If “Adult with Passenger” is booked, the snowmobile is shared between the rider and their passenger. This setting ensures resources are allocated correctly and without overlap. |
- The Allow Overnight Usage? checkbox overwrites any Daily Resource Cutoff time you may have in place for the activity being booked. Select this if you want resources associated with this activity to be usable after the Daily Resource Cutoff time.
- If customers will not need this resource at the moment the activity begins, use the Usage Start Offset (Minutes) field to set a delay. For example, if guests receive life jackets 10 minutes into the activity, enter “10” so the previous group’s resources can be properly checked in first.
- Select Save
Need to track resource usage without tying it to availability?
Even if your activity’s capacity is not set by resources, you can still manually assign resources to individual trips. This is useful for simple tracking—like documenting which boat, van, or guide was used—without affecting availability.
While it’s a manual process, it helps improve reporting and internal visibility, especially when you want a lightweight way to log usage without configuring full resource-based capacity.
To assign a resource manually: Within any trip, select the three dots (⋯) > Assign Resource.
