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 Multiple Pieces of Equipment
- Assigning Capacity/Equipment to Rental Activities
Creating Equipment Pools
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).
- From the navigation bar, select Activities > Equipment > Equipment Pool
- Click on Create Equipment Pool from the shortcuts panel.
- Enter a Name for your equipment. For instance, if you rent bikes, you might name the pool "Bikes."
- Save your equipment pool.
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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.
- From the navigation bar, select Activities > Equipment > Equipment Units
- Click on Create Equipment Units from the shortcuts panel.
- Select your Equipment Type.
- Name the piece of equipment (ie - Bike 1, Jet Ski 4).
- Add it to the applicable equipment pool using the Select button.
- Enter the capacity for the piece of equipment (ie - a standard bike would be 1, a tandem bike would be 2).
- Save your equipment.
Equipment Types
- Charter Service Only: only applicable to Charter activities via the private charter tool.
- Rental Only: only applicable to Rental activities.
- Scheduled and Charter: applicable to Standard, Point to Point, and Charter activities (most popular/recommended**).
- Scheduled Service Only: only applicable to default vehicles in Standard and Point to Point activities.
Creating Multiple Pieces of Equipment
If you have a large amount of equipment in a pool (i.e. - 100 bikes), rather than entering them one at a time, you can create them all at once and Zaui will number them for you. Phew!
- From the navigation bar, select Activities > Equipment > Equipment Units > Create Equipment Units
- Select your Equipment Type.
- Name the equipment (don't worry about the numbers, Zaui will take care of that for you).
- Enter the number of equipment you wish to create, up to 1,000.
- Add it to the applicable equipment pool using the Select button.
- Enter the capacity to be allocated to each piece of equipment (i.e. - a standard bike would be 1, a tandem bike would be 2)
- Save your equipment. All will be created at once!
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Batch-created equipment 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 equipment. |
Assigning Equipment/Capacity to Rental Activities
While creating your new Rental activity, follow these steps to assign capacity/equipment.
- From the navigation bar, select Activities > Activity List.
- Click on the Activity Name you wish to set the capacity/equipment for.
- Scroll down to the Capacity and Equipment Assignment section.
- As bookings are made, Intelligent Equipment Assignment will redistribute similar bookings and balance equipment assignments based on available equipment and equipment operating costs. We have a separate article here that dives deeper into this topic.
Intelligent Equipment Assignment is only applicable to pieces of equipment that can accommodate multiple groups (ie -boats, busses etc.) and when pieces of equipment might be used for different tours (ie - a zodiac boat is used for whale watching and bear watching tours). - It is important to link an Equipment Pool.
- You have the option to make this a Private activity. Check out this article for more details on how that works.