Overview of Locations

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Table of Contents

1. Types of Locations

2. Adding New Locations (Manually/Via Bulk Import)

3. Editing Locations


1. Types of Locations

In a Guidebook guide, sessions and list items can be tied to location information. There are three types of locations:

  • Google Map: A Google Map location is one that is tied to a physical address; if you set a location as Google Map type, when you look at that specific session or list item, it will open w the Google Map api instead of the static map image.
  • Label: A Label location is one that is not tied to a particular map; you can imagine this location type as the name of a place, with no other information.
  • Maps: A Maps location is one that is tied to a particular section of one of your maps in the Guidebook Builder.  For example, if you've uploaded a map of a museum, an Image Map location may be a particular exhibit within the museum map.  This is a premium feature. Please see the Maps Support Article for more information.

 


2. Adding New Locations (Manually/Via Bulk Import)

Normally, you'll be adding locations as part of other workflows (uploading/editing list items and sessions).  In this section, we'll look at the entire scope of adding locations.

Manually Adding Locations

You may manually add locations via a few different methods:

  1. Individual Custom List Items and Sessions:  When you are editing an individual custom list item or session, you may type in a new location into the location field.  This will raise a 'Create new location called...' menu.  Click this button to launch the location editor.  Within the location editor, you may choose a location type (see the above options for descriptions).  Use the 'Items at Location' tab to tether the location to other custom list items or sessions.
  2. The Locations Tab (within Custom Lists, Schedules, and Maps):  In the Guidebook Builder, when you tap into the Custom List, Schedule, or Maps features, you will view an overlay with diverse tabs.  Click on the 'Locations' tab, and tap on "New Location".  In the resulting overlay, specify the location name and location type (see the previous section for a recap on the location types).
  3. Via Interactive Maps:  This method requires a premium or branded subscription.  Click into the Maps module, upload or select an existing map, and click "Add New Regions" (or type the hotkey 'a').  From here, you can actually create locations.  See the maps support article for more information..

 

Adding Locations in Bulk Via Import

While manually adding locations gives you the tools to modify most aspects of a location in just a few clicks, if you are hoping to mass generate locations for your guide, the manual method can be time consuming.  Rather, you can use Guidebook's Custom List Templates or Schedule Templates to rapidly upload a list of locations.  In fact, you can get ahead of the curve by including your locations in the "Location (Optional)" column when you are first uploading your custom lists and schedules.  Click on the hyperlinks above for more info.  Note: When uploading locations in bulk, the locations will default to the "Label" location type.  You will need to edit the locations manually to adjust their type.

To see how to use our templates purely for location uploading:

  1. Create a new Custom List feature in Guidebook Builder.  Name this "Locations"
  2. Download our Custom List template.
  3. Fill in placeholder information for the list Names, leave the Sub-Title column, Description, and Image fields blank.  Enter your locations into the Location/Room column.
  4. Save your file and upload into the Guidebook Builder.
  5. Navigate to the newly created Custom List, and open the list.
  6. Click the checkbox to the left of the "Name" header; this will highlight all list items.
  7. Click on the red "Delete X Custom List Items" button. (X will be replaced by the number of items to be removed).

The result -- your locations will remain, but your placeholder custom list will disappear!  Pretty neat.


3. Editing Locations

Now that you've got a guide full of locations, you may want to make some adjustments to those locations.  First, you'll want to access the locations tab.  You can access your guide's locations by clicking into any custom list, map, or schedule feature and then selecting the "Locations" tab (see the gif below)

From the locations tab, you can delete any location by clicking the gear to the right of the desired location.  To perform edits, click on the name of any location to modify its name, type (here, you can tie a location to a Google Maps address), and which items/sessions are tethered to the locations.  This final action is achieved by clicking into the "Items at Location" and using the search bar to find and tie your desired items and sessions.  Save, and you're good to go!

 

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