A resource requirement tells TripWorks what each ticket type uses up when it's booked. For example, each Adult ticket reserves one seat on a boat for two hours. TripWorks uses these rules to work out how many tickets you can sell, and closes availability when the resources run out.
In this article
Learn how to manage permission groups
Before you set requirements
- Create your resources and resource groups. See Resources & resource groups.
- Set the activity's Capacity Type to By resources. See Capacity: by resources.
You can add rules before switching the capacity type, but they're saved and ignored until Capacity Type is By resources. The Resources tab shows a warning while that's the case.
Add a requirement to an activity
- Go to Setup → Activities and open the activity.
- Open the Resources tab. There's one sub-tab for each ticket type.
- Choose the ticket type, then add a rule:
- Add a required resource for something every booking of that ticket needs.
- Add a fallback resource for an alternative to use when the required one is busy.
- In the window that opens, choose one or more resource groups. If you pick several, TripWorks treats them as one interchangeable pool.
- Under Assignment, set Assign (how many resources from the pool each ticket reserves), then Duration and Unit (minutes, hours, or days).
- Under Sharing, choose who the resource can be shared with. See Sharing options.
- Open Advanced if you need a Buffer or Allow overnight. See Buffer and overnight use.
- Select Save rule.
If the activity still uses the original one-rule-per-ticket format, you'll see a Legacy resource format banner with a Migrate button. Migrate first to use the rules above.
Required and fallback rules
Each ticket type can have both kinds of rule.
- Required together. The booking needs every one of these free at the same time, such as a boat and a guide. Availability is limited by whichever is scarcest.
- Any one of these. A fallback path. Add more than one and TripWorks tries them in order, top first. Their free resources add to what you can sell.
If a ticket type has no rules at all, it has no availability. A published activity needs at least one requirement before you can switch it to By resources.
Sharing options
Sharing decides whether one resource can carry guests from different bookings at the same time.
- Default. Share with any other passengers, across any activity that uses the same resource.
- Experience. Share only with passengers booked on the same activity.
- Trip. Share only with passengers on the same booking. Use it for private rentals.
- Location. Share only with passengers booking the same location.
Buffer and overnight use
- Buffer. Minutes counted from the timeslot's start before the resource is needed. Use it when guests don't need the resource at the very start, such as life jackets handed out ten minutes in.
- Allow overnight. Lets the resource stay in use after your Daily resource cutoff. It only matters when a daily cutoff is on. If any rule for the ticket type doesn't allow overnight, the cutoff still applies to that ticket type.
Assign a resource by hand
On an activity that uses By resources capacity, you can also assign or change a resource on a trip yourself. Open the trip and choose Assign from the booking's menu, or use the Resources button on the trip. You need the Change existing trips permission.
Examples
- Two boats for one ticket. Add a required rule for the Boats group, assign 1, and set a two-hour duration.
- A bus shared by two tours. Use the Default sharing option, so guests from either tour can ride the same bus.
- A private boat rental. Use Trip sharing, so the boat is held for one booking even if the group is small.
- A guide plus a boat. Add two required rules on the same ticket type, one for guides and one for boats.
- A spare boat when the main one is busy. Add a fallback rule for the second boat group.
Frequently asked questions
Why aren't my resource rules limiting availability?
The activity's Capacity Type isn't set to By resources. Until it is, TripWorks saves your rules but ignores them. Switch Capacity Type, then check availability again.
How many resources does one ticket reserve?
As many as you set in Assign on the rule. It defaults to 1 and can't be higher than the number of resources in the pool you chose.
What happens if I delete a ticket type's last rule?
That ticket type has no availability, because TripWorks no longer knows what it reserves. Add a rule to bring it back.
What's the difference between required and fallback?
Required resources are all needed for every booking. Fallback resources are alternatives tried in order when the main ones are busy, and their free resources add to how many tickets you can sell.
Can two activities share the same resources?
Yes. Resources are pooled by group, so two activities that use the same group draw from the same resources and can't oversell them. Use the Default sharing option if guests from both should ride together.
Why doesn't Allow overnight do anything?
It only has an effect when a Daily resource cutoff is on. And if any rule for that ticket type leaves it off, the cutoff still applies to the ticket type.
Can I assign a resource to a trip by hand?
Yes, on activities that use By resources capacity. Open the trip and choose Assign from the booking's menu, or use the Resources button. You need permission to change existing trips.
Related
Built for attractions, tours & activities
Never oversell a boat, guide, or kayak again
See how attractions, tours, and activities tie availability to the equipment and staff they actually have. Book a demo and make the switch.