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How Resource Management works

4 ways to make day-to-day operations easier

Set up your resources once, then use them across departures, schedules and manifests without relying on separate spreadsheets or last-minute messages.

1. Manage all your resources in one place

Create guides, drivers, buses, boats, bikes and other resources in one central system. Add your own resource types so Palisis reflects how your operation actually works.

✓ Create resources for guides, drivers, buses, boats, bikes, rooms and more
✓ Categorise resources using custom types that match your operation
✓ Assign colours and icons to each resource type for quicker recognition
✓ Find and manage the resources your team needs from one place

2. Capacity that moves with the vehicle

Connect each vehicle or resource to a reusable capacity template. When it is assigned to a departure, the correct capacity is applied automatically.

✓ Link vehicles and other resources to reusable capacity templates
✓ Apply the correct capacity automatically when a resource is assigned
✓ Reduce manual updates and the risk of accidental overselling
✓ Revert to the default departure capacity when the resource is removed

3. Assign people and vehicles in seconds

Assign resources directly to upcoming departures and quickly see where something is still missing.

✓ Assign or remove resources from Next Departures, the Manifest or the Calendar
✓ Filter by no resource assigned, no guide assigned or no driver assigned
✓ Spot missing guides, drivers and vehicles using clear colour indicators
✓ Find operational gaps before the day begins

4. Give guides and drivers their own schedule

Your guides and drivers do not need access to your entire booking system. Give each person a limited login that shows only the departures assigned to them.

✓ Create profiles with a photo, role and spoken languages
✓ Assign guides and drivers to the relevant departures and vehicles
✓ Give each person access to their own schedule and pre-bookings
✓ Keep wider booking and business information private

A simpler way to manage operations

Resource Management vs manual resource planning

See what changes when your people, vehicles, capacity and departures are managed directly inside Palisis.

Feature Palisis Resource Management Manual planning
Guides, drivers and vehicles managed centrally
Resources assigned directly to departures
Capacity updates when the assigned vehicle changes
Shared availability between related departures
Filters for missing guides, drivers or resources
Individual schedules for guides and drivers
Separate spreadsheets and manual cross-checking required

Frequently asked questions

Everything you need to know about Resource Management

Resources can include guides, drivers, buses, boats, bikes, rooms and other people or assets involved in your operation. You can also create your own resource types to match the way your business works.

Yes. Resources can be assigned or removed from Next Departures, the Manifest or the Calendar, so your team can work from whichever view suits them best.

If a vehicle is linked to a capacity template, assigning it to a departure automatically applies that capacity. If the resource is removed, the departure returns to its default capacity.

Yes. A single resource can be shared across up to five departures with the same start time, allowing those departures to draw from one shared availability pool.

Yes. A resource can be given limited back-office access so the person sees only their own assigned departures and schedule rather than wider business information.

You can filter departures by no resource assigned, no guide assigned or no driver assigned, making it easier to spot gaps before the day begins.

Still have questions?

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