PaxFlow allows you to assign resources and staff to tours quickly from the Departure calendar or the Daily departures overview. If a tour has an assignment template, PaxFlow will guide you through assigning the required resources, such as vehicles, drivers, and guides, so you can ensure the departure is fully prepared.

You can also manually assign resources and staff to tours that do not use assignment templates. Once assignments are completed, you can view them in the tour overview at any time.
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Start off by clicking on "Departures" and then click on "Departure calendar"

Click on the tour on the date you want to assign to.

This tour already has an assignment template on it, so the template will assist you on what needs to be assigned on this tour. Click on the "Bus" to assign a recourse to the departure.

Choose the resource you want to add, here we are choosing "A Tour Bus 1"

On the bus, click on "Operator" to add a driver

Click on the name of the driver you want to add to the tour.

To add the guide to the tour, click on "Guide"

And then choose the guide you want to add to the tour.

A success message appears and you can see that the assignment template is complete. You can click on "Overview" to see the overview of the tour.

In the overview you can see the name of the tour, departure status, date of the tour, duration, type, capacity of the tour and the assignment template.

It's also possible to assign on tours from the daily departures overview. Click on "Daily departures"

On the tour you want to assign to, click on "Add resource" - this tour has an assignment template so it will assist you with what needs to be assigned.

Choose the resource you want to add.

On the resource, click on "Operator"

Then click on "Driver"

And choose the driver you want to add to the resource.

Next click on "Guide" to add a guide.

and choose the guide you want to add - here we have a guide that is already assigned on a shift that matches the time frame of the tour, so that guide appears at the top of the list.

and then you can see that the assignment template is complete at the far left end -see highlighted.

To view the assignment click on "Manage Assignments"

and to view the overview of the tour, click on "Overview"

In the overview you can see the name of the tour, departure status, date of the tour, duration, type, capacity of the tour and the assignment template.

To manually assign on the tour click on "Add assignments"

To add a resource click on "Add Resource"

Since we are assigning on a walking tour, we are choosing the resource "Group 1 - Walking group"

To add a guide, click on "Add Staff"

and then click on "Guide"

and choose the guide you want to assign

A success message appears and you have assigned a guide on this tour.

To view the tour overview, click on "Overview"

In the overview you can see the name of the tour, departure status, date of the tour, duration, type, capacity of the tour and the assignment with the guide and resource.

and when you hover over the "+1" you can see what guide is assigned on this tour.