In TripWorks, you can designate team members—such as guides, instructors, pilots, or crew—and assign them to specific activity timeslots. This lets your internal team see who’s scheduled for each trip on the manifest and calendar.

While some operators choose to configure guides as resources for capacity tracking, this isn’t required. At its core, assigning someone as a “guide” simply labels them as the person leading or supporting that trip—without affecting ticket availability or resource limits.

This article explains how to set up your team members as guides so they can be assigned to activities and stay visible across your calendar and reporting.

How to Set Up Team Members as Guides 

1. Navigate to Setup & Configuration menu 

2. Under Resources & Resource Groups, select Guides

3. Select Add Guides

4. Choose to: 
   1. Invite New Team Member as Guide. Use this if your guide isn’t already in your TripWorks account. The user will receive an email with login instructions, and they’ll be added as a guide automatically—no need to assign them again later.
   2. Assign Existing Team Member as Guide. Use this if the team member is already in your account.

Next Steps 

Now that your guides are added, here’s what to do next:

• Assign Guides to Timeslots
• Set Up Guide Alerts & Notifications

These actions help keep guides visible to your team and informed of any trip-related changes.