This guide covers setting up a new journey, highlighting key features and tips to simplify logistics, transportation, or event planning.
Accessing the Journey Tab
From the left sidebar, locate the "Transportation" section. Then expand it by clicking on it or the arrow next to it.
Locate the Journeys section in the expanded menu.
You will be redirected to the Journeys tab, where you can start configuring your new Journeys.
Create a Journey
Important Notes:
Before you start creating the journey, you need to ensure that:
A vehicle is created and configured for this Event.
A driver is added to this event.
Support article on how to add a new vehicle.
Support article on how to add driver information.
Name (Mandatory): Enter the name of the journey in the "Name Field."
Date (Mandatory): Enter the name of the journey in the "Name" field. This is a mandatory field (*).
Vehicle (Mandatory): Select a vehicle from the dropdown menu. If no vehicles are listed, ensure that vehicles have been added to the system beforehand. This is also a mandatory field (*).
Driver (Mandatory): After selecting a vehicle, the driver selection option will be activated. Click "Select a vehicle to add a driver…" to choose an appropriate driver associated with the selected vehicle.
Save the Journey
Once all mandatory fields (Name, Date, Vehicle, Driver) are filled out, click the "Create" button in the top-right corner to save the journey.
Adding a New Ride:
Navigate to the "New Ride" Form:
Access the "Journeys" section from the sidebar and click + Add Ride to open the form.
Enter Ride Details:
Name: Provide a unique name for the ride (required).
Pickup Time: Set the time for the ride to start (required).
Dropoff Time: Specify the time for the ride to end (required).
Configure Stops:
Pickup:
Type: Choose the type of pickup location (e.g., event, venue, or custom address).
Address: Input or select the pickup location.
Dropoff:
Type: Choose the type of drop-off location.
Address: Input or select the drop-off location.
Assign Passengers:
Use the Passengers section to assign passengers to the ride.
Toggle the option to show passengers in the attendee app if applicable.
Additional Notes:
Use the Note section to add any extra information or instructions related to the ride.
Any Additional Notes will be viewable to the driver through the Driver App.
Save the Ride:
Click Create in the top-right corner to save the new ride.
Use Cancel if you wish to discard the configuration.
This ensures a seamless setup of new rides within your transportation module.