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Create and manage resources
Create and manage resources
Enhance your appointment scheduling with bookable resources, like rooms or equipment, that can be assigned to services. Learn everything about resource management from creating one to allocating services and viewing availability.
Getting started
Before setting up your resources, take these steps to avoid double bookings and make allocating easier:
- Create all of your services for a complete service menu.
- As a team member, request permission to access business settings and the services menu.
Creating resources
Add rooms, booths, equipment and more as resources for booking availability.
- Desktop
- Mobile
To add bookable resources:
- Open Workspace settings, select Scheduling then Resources.
- Click Add and enter the name and description of the resource. For example, "Massage Room".
- Use the dropdown to select the location the resource belongs to.
- Click Add.
To add bookable resources:
- Open Workspace settings, select Scheduling then Resources.
- Tap Add and enter the name and description of the resource. For example, "Massage Room".
- Use the dropdown to select the location the resource belongs to.
- Tap Add.
Resources cannot be shared across locations. If you have multiple locations, each one will need its own resources.
You can also add new resources when creating a new service directly from your Services menu.
Managing resources
Once you've added your resources, you can manage and assign them to services.
Allocate resources to services
Allocating resources to services allows them to be automatically assigned to the relevant appointment, preventing double bookings.
- Desktop
- Mobile
To allocate a resource to services:
- Open the Catalog and select Service menu.
- Click on the service you want to allocate resources to and select Edit.
- Select Resources from the menu.
- Use the toggle to enable the Resources required.
- Check the box next to each resource you want to allocate to the service.
- Click Save.
To allocate a resource to services:
- Open the Catalog and select Service menu.
- Tap on the service you want to allocate resources to and select Edit.
- Scroll along the top bar and select the Resources from the menu.
- Tap the box next to each resource you want to allocate to the service.
- Tap Save.
When an appointment is booked, the services will be automatically allocated an available resource based on the order they're listed under your Resource settings. Online, each service will have only one resource assigned.
Edit resources
Resource details can be easily updated at any time.
- Desktop
- Mobile
To edit a resource:
- Open Workspace settings, select Scheduling then Resources.
- On the relevant resource, click Actions and select Edit.
- Change the resource details as needed.
- Click Save.
To edit a resource:
- Open Workspace settings, select Scheduling then Resources.
- Tap on the relevant resource.
- Change the resource details as needed.
- Tap Save.
Deleting resources
Before deleting a resource, we recommend updating the services they're allocated to, making sure no appointments are affected by this change.
- Desktop
- Mobile
To delete a resource:
- Open Workspace settings, select Scheduling then Resources.
- On the relevant resource, click Actions and select Delete.
- Select Delete to reconfirm.
Once a resource is deleted, it will be removed from any service allocations.
To delete a resource:
- Open Workspace settings, select Scheduling then Resources.
- On the relevant resource, tap on the three dots and select Delete.
- Select Delete to reconfirm.
Once a resource is deleted, it will be removed from any service allocations.
Viewing resources
You can check availability and view upcoming appointments for all or a specific resource through your calendar.
- Desktop
- Mobile
To view a resource schedule on your calendar:
- Open the Calendar.
- Use the calendar filter to view All resources or the specific resource you want to check.
- Click on the date filter to narrow your view where needed.
- You can check the availability of your resources and make sure nothing has been double-booked.
To view a resource schedule on your calendar:
- Open the Calendar.
- Tap on the calendar filter in the bottom right corner.
- Then tap the Resources tab to view all resources or the specific resource under that Location.
- Tap on the resource to view it on the Calendar.
- You can check the availability of your resources and make sure nothing has been double-booked.
Clients booking online will never be able to double book a resource.
FAQs
Is it possible to view the calendar for a resource by week?
How can I make sure a resource is not overbooked?
If I work across different floors, can I use the same resource across multiple locations?