Resource Library

With the resource library feature, save item descriptions to your library to reuse in your itineraries later. You can edit the items saved to the resource library and thus keep it up-to-date.

Accessing the Resource Library

Access the Resources tab via the Navigation Sidebar by clicking Resources. Library and Media are two subtabs under Resources. To add items to the Resource Library:

  1. Head to Resources in the sidebar and select the Library subtab.
  2. Select Create resource to add a new resource item in the Create resource page.
  3. Enter the resource name under Title. Later, when adding a resource to your itinerary, you can search by the resource title.
  4. Select one of the five resource items from the Type drop-down.
  5. Add a Description to the resource item. The information added here displays as the description on the Itinerary Postcard. You can carry it through to the Itinerary Final.
  6. Enter the location. The location is linked to Google Places and thus initiating a location entry autocompletes the result.
  7. Enter a tag name and press Enter. The tag name entered here can be used to easily search and book a Resource in the Itinerary.
  8. Add an image to the resource item. Select the options menu at the top-right corner and select Add image. You are directed to pick an image from the Media library.

The Resource Library features

The resource library comes with several interesting features:

  • Add a resource content for one of the five resource items:
    • Overview
    • Directions
    • Freetime
    • Explore
    • Information.
  • Filter your library search by any of the five resource types. Click the content name to do that.
  • Sort the library results by content name, type or date created.
  • Search the library for resource items by entering the name.
  • Edit the item information in the library without affecting the content in any of the existing itineraries.
  • Duplicate a resource item to save time re-entering resource description. This will come in handy especially when you add several items for the same location.
  • Archive a resource item if you have accidently doubled-up the resource entry. Duplicate a resource item to save time re-entering resource description. These options will come in handy when adding several items to the same location.

Adding Resource library items to an itinerary

The resource library facilitates reuse of resource items in itineraries. You can add a resource item through the resource library when building your itinerary. To add a resource content to an itinerary:

  1. Open an itinerary and head to the Build tab.
  2. Access a date on the itinerary, and click the Plus (+) button
  3. Select Resource tab, to add a resource item to the itinerary. 
  4. Search the Resource using Resource Title or the Resource tag and click Search. Select the Resource from the result.
  5. You may create a new resource item by selecting Create resourceOn choosing to create a new resource item, you can save the item to the resource library for future use. Enable the Save to resource library toggle button at the bottom.
  6. click “Save” to add the Resource to Itinerary.

Note:

  • The Directions resource type option enables two additional fields: From and To to let you add the source and destination locations to the search criteria.
  • You can edit the resource content added from the library. You can edit the item title, description and location before adding it to the itinerary without affecting the information stored in the library.
  • When you choose to save a resource item to the library, the details included are saved to the library as-is. When adding it to an itinerary the next time, you can edit the information.

Upload multiple resources at a time

You can upload up to 100 resources at a time via CSV spreadsheet upload.

  1. Select the Upload resources button from within the resource library in Tourwriter.
  2. Once selected, a window will open up, allowing you to choose your desired file from your computer.
  3. Select the CSV file.
  4. Wait for the upload to finish; the upload progress will display on your screen.

Upload resources

The CSV file you upload must only contain the following 4 columns, in the following order:

  • Name
  • Type
  • Description
  • Tag

Download a CSV template

There are five possible resource types that you can upload via your CSV file:

  • Information
  • Freetime
  • Explore
  • Overview
  • Direction