Create Resource

Creating a new resource in PaxFlow is quick and flexible. By clicking on Resource Management and selecting Create Resource, you can define key details such as name, type, color, license plate, and description. You can also assign usage types, set passenger and staff capacities, and even add images or videos to enhance your resource profile. These features make it easy to tailor each resource to your operational needs.

Start off by clicking on Resource Management and then click on Create Resource.

Now you need to add a Name, Type, Number or License plate, Description, Color, Assignment Type, Pax Capacity and Staff Capacity for your Resource.

Once you have added the Name you need to choose the Type. The options are: Car, Bus, Minibus, Van, Boat, Ship, Helicopter, Plane, Bicycle, Scooter, Motorcycle and Snowmobile. If you can´t find the type of resource you use, please contact us and we will add it in the list.

Click on the "number or license plate" field to add a license plate number or other identification to the resource.

In the "Description" field you can add a description of the resource, you can also add a hyperlink, image or youtube video to the field if needed.

You can also choose a color for your resource by clicking on the color field - you can also copy the hex color code into the field.

Under Assignment type you can choose what type of assignments the resource can be used for - the options are Tour, Pickup, Drop-off and Other.

For this resource we have added "Tour" and "Pickup"

Pax Capacity means the maximum number of passenger seats in the Resource.

Staff Capacity is how many staff seats are available - usually driver and guide.

Click on "Create Resource" to save your new Resource.

A Success message will appear and your new resource is on the bottom of the list.

You can always click on the Name, External ID, Pax Capacity or Staff Capacity to edit from the resources table. - here we changed 3 to 4. Hit "Enter" to save the changes.

Or click on the Actions drop down and click on "Edit"

And then you can edit all the elements one by one, like changing the name of the Resource.

and click on "Edit Resource" to save the modifications.

A success message will appear and your resource has been renamed.

By clicking on the note icon under Description you can view the Resource Description.

Let´s add an image to the Resource Description. Click on insert image

You can add a link or upload a file form your device, lets upload a photo so click on "Select an Image"

Once you have selected a photo a success message appears saying "Image loaded. Click Insert to add it."

Click on "Insert" to add the photo.

Then your photo has been added to the description.

It´s also possible to update the text field with more accurate information on the resource, once you are happy with the description click on "Save"

A success message will appear, click on "Close" to close the pop up window.

Then your resource description is updated.

Click on "Departures" and then click on "Daily departures"

Open up the departure that the resource is assigned on and in the "Actions" drop down click on "Open on PaxPortal" on a booking.

The Resource Description is listed under "Transport" on PaxPortal.

You can also "Delete" the resource from the Actions drop down.

And once you have clicked on "Delete" then the resource disappears from the Resources Table.