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Pickup Planner

PaxFlow Customer Support avatar
Written by PaxFlow Customer Support
Updated over 2 weeks ago

The Pickup Planner in PaxFlow helps streamline your daily operations by assigning buses to pickup locations within your groups. Before getting started, make sure your Pickup Groups are set—then dive into organizing resources for each route with just a few clicks.

Accessing the Pickup Planner

Click on Pickups and then click on "Pickup planner"

When you first start using the Pickup Planner its good to make sure you have all the Pickup groups you need, you can check what pickup groups you have by clicking on "Manage Pickup Groups"

Then you will be redirected to the Pickup groups - if all looks good there click on "Pickup Planner" to start planning your pickups

Open the pickup group you want to work on by expanding the drop down.

Assigning pickup places to Resources

Choose the Pickup Places you want to assign a bus onto, then click on the "Resources" drop down and choose the bus you want to assign.

Then click on the plus icon to confirm your selection.

Assign the rest of the pickup places to another bus by repeating the steps above - you can split the pickup down however you like.

A success message will appear in the top right corner and you can see the resources assigned to the pickup by the name of the pickup group.

Assigning one Resource to the pickup

You can also assign an entire pickup to the same bus - same steps as above apply here.

A success message will appear and you can see the name of the resource next to the name of the pickup group.

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