Setting up Capacity and Equipment

Overview 

Depending on the type of activity you are offering, you will either be configuring the capacity level of your activity or creating equipment to attach to your activity. 

This article will cover the following topics:

• Creating Equipment Pools
• Creating Individual Pieces of Equipment
• Creating Batch Equipment
• Assigning Capacity/Equipment to Standard and Point to Point Activities
• Assigning Capacity/Equipment to Interval Activities

Creating Equipment Pools

This section will be relevant if you are creating Standard or Point to Point activities only. The first step to creating equipment that you will be using for your activities is to set up an equipment pool, followed by your individual pieces of equipment. 

What is an Equipment Pool? To put it simply, an equipment pool is your total stock of similar types of equipment (ie - bikes, jet skis, scooters, shuttles).

1. From the navigation bar, select Activities > Equipment > Equipment Pool
2. Click on Create Equipment Pool from the shortcuts panel.
3. Enter a Name for your Equipment. For instance, if you rent bikes, you might name the pool "Bikes." 
4. Save your Equipment pool.

Equipment pools are required for adding equipment to Rental activities only. Pools are optional for regular equipment/vehicles.

Creating Individual Pieces of Equipment

Now that you have your Equipment pool built, you can begin adding individual equipment.

1. From the navigation bar, select Activities > Equipment > Equipment
2. Click on Create Equipment from the shortcuts panel.
3. Select your Equipment Type.
4. Name the piece of equipment (ie - Bike 1, Jet Ski 4).
5. Add it to the applicable Equipment pool using the Select button.
6. Enter the capacity for the piece of equipment (ie - a standard bike would be 1, a tandem bike would be 2). 
7. Save your Equipment.

Equipment Types

Creating Batch Equipment

If you have a large amount of equipment in a pool (i.e. - 100 buses), rather than entering them one at a time, you can create them all at once and Zaui will number them for you. Phew!

1. From the navigation bar, select Activities > Equipment> Equipment.
2. Click on Create Equipment from the shortcuts panel.
3. Select your Equipment Type.
4. Name the equipment (don't worry about the numbers, Zaui will take care of that for you).
5. Enter the number of inventories you wish to create, up to 1,000.
6. Add it to the applicable equipment pool using the Select button.
7. Enter the capacity to be allocated to each piece of equipment (ie - number of seats available in the vehicle).
8. Save your equipment to create your equipment

Batch-created inventories will need to be edited one at a time if you need to make any changes. Be sure to double-check your settings before creating inventories.

Assigning Capacity/Equipment to Standard and Point to Point Activities 

While creating your new Standard or Point to Point activity, follow these steps to assign capacity/equipment.  

1. From the navigation bar, select Activities > Activity List.
2. Click on the Activity Name you wish to set the capacity/equipment for. 
3. Scroll down to the Capacity and Equipment Assignment section.
4. Select a default Capacity (equipment) from the drop-down list, if you have an equipment type that consistently operates with this tour.
5. Select Consider this activity sold out when I have _____ passengers (per date) if you do not know which piece of equipment will be offering this activity until closer to the tour date OR your tour does not operate with a piece of equipment.
6. If you wish the above feature to apply until additional vehicles are added from the dashboard or staff schedule, select the next flag for Disable this when I begin managing my capacity from the desktop (per date). For more information on how to change capacities on a daily basis, please refer to this article.
7. You have the option to make this a Private activity. Check out this article for more details on how that works.
8. By setting Capacity/Employee Ratio (under Advanced Settings), the capacity available will equal the amount set in the drop-down list X the number of guides assigned.
9. To share the capacity with another activity, select that parent activity under Equipment is Shared/Managed By. 
10. For more information on Shared Equipment, please refer to this article.

Assigning Capacity/Equipment to Interval Activities 

While creating your new Interval activity, follow these steps to set the capacity. 

1. From the navigation bar, select Activities > Activity List.
2. Click on the Activity Name you wish to set the capacity for.
3. Scroll down to the Capacity and Equipment Assignment section.
4. Select how often you wish the activity to be offered (every 15, 30 or 60 minutes for example) and enter the maximum capacity (per time slot). 
5. You have the option to make this a Private activity. Check out this article for more details on how that works.
6. Allow free sale of this activity box, activities can be booked without consideration for their maximum capacity. Ie - if you have reached your booking capacity or the capacity is zero, you will still be able to make a booking.
7. For more information on Shared Equipment , please refer to this article.