Create Resources & Resource Groups

Set up an inventory of equipment and other resources so the dashboard can track these items for you.

Written By Michelle Baranowski (Administrator)

Updated at October 7th, 2022

Resources are tangible items that your team owns or has access to and may choose to assign to customers before, during, or after an experience. For instance, your resources may include kayaks and life jackets, as well as seats on a bus used to transport your guests. 

In order to Automatically Assign Resources to Customers, you will need to ensure that your resources are added to your dashboard and grouped within resource groups. This article provides guidance on these requirements.

1. Create a Resource Group

A resource group is a collection of resources that have been grouped together to ensure accurate, streamlined resource allocation during the booking process. Think of each resource group like a supply rack in a shed. Instead of saying "Go get a kayak" to your employee, you can eliminate error by saying "Grab a 2-person kayak from the 2-person kayak rack." In the same way, creating specific resource groups allows you to tell the platform exactly which pool of resources to pull from for each unique booking scenario.

  1. Select More > Discover More from the toolbar, then choose the Resources link.
  2. Under the Resource Groups tab, select Create a Resource Group.
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  3. Make sure to Save your work once you have named your new resource group.

2. Add Items to a Resource Group

Once your resource groups are in place, you will need to assign at least one resource to each group. 

  1. From the Resources tab, select Create a Resource.
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  2. In the Create a New Resource dialog box:
    1. Give your resource a unique name.
    2. In the Shared Pool drop-down menu, select the resource group to which this resource belongs.
    3. In the Max Uses field, specify how many people can use this resource at one time.
    4. If you have a preference regarding the order in which your resources appear from the Manifest Timeline view, fill in the Sort Order field. For instance, if you want the adult harnesses that have been assigned for a booking to appear above any other resources that have been assigned for that same booking, you would input a "1" in the Sort Order field. For the next resource you add, you would input a "2" — and so on.
    5. In the Number of Resources field, input how many resources of this kind you have available for use (e.g. Have 5 adult harnesses? Input "5".). Doing so will automatically generate numbered entries of the same resource when you select the Create button.
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  3. Select the Create button.