How do I create a Reservation using Resources?

The process for creating a Reservation for a Service is exactly the same, whether that Service has an allocated Resource or not

For instructions on creating a Reservation, see: How do I create a new Reservation?

You do not need to make any extra changes to the Reservation, as the system will calculate and include all Resource allocations for you, however, if you wish, you can make changes using the below steps.

There are two ways to make changes to the Resources allocated to a Reservation:

1. Automatic Option (recommended)
2. Enter Manually Option (allows double booking)

AUTOMATIC OPTION

When selecting the Service, the word Resources will appear underneath the Service

Click on Resources

You will be able to view that the Resources for this Service are currently set to 'As per service'

Click on the drop down menu to expand

Here you will be able to view all available Resources

Please note: Any changes made here, will still generate conflict free time slots, and avoid double booking

ENTER MANUALLY OPTION

When selecting a time slot for the Reservation, you may choose from the available, conflict free time slots OR you may choose to Enter Manually

If you choose Enter Manually here, you are able to force the system to book at specific time, allocating a specific Resource, for example if you need to double book for any reason

Be mindful when using this option as the system will allow double booking

Click Select

Here you can manually enter the Start Time, Employee and Resource

Clicking on the drop down menu will display a list of all Resources in the system

• If you select First Available, the system will scan for availability and present you with a Resource which does not cause double booking
• If you select a Resource, you will be able to force the system to use this Resource regardless of any double booking

If you select a Resource which causes a double booking, you will be able to use this Resource, however, the below warning will be displayed:

When your Reservation is complete, it will appear on your Bookings screen with one entry for the Employee and another entry for the Resource

The process for creating a Reservation for a Service is exactly the same, whether that Service has an allocated Resource or not. For instructions on creating a Reservation, see: How do I create a new Reservation?

You do not need to make any extra changes to the Reservation, as the system will calculate and include all Resource allocations for you, however, if you wish, you can make changes using the below steps.

There are two ways to make changes to the Resources allocated when creating a Reservation:

1. Automatic Option (recommended)
2. Enter Manually Option (allows double booking)

AUTOMATIC OPTION

When selecting an available time slot for the Reservation, any allocated Resources will display alongside the Reservation details:

Once the time slot is selected, the SERVICES section will display the allocated Resources. Tap on this if you wish to make changes to the Resource allocation:

Tap on the Resource, and select either 'None' or an alternative Resource - available resources are marked as (available):

When your Reservation is complete, it will appear on your Bookings screen with one entry for the Employee and another entry for the Resource:

ENTER MANUALLY OPTION

Rather than selecting from the available time slots, it is possible to select Enter Manually instead.

If you choose Enter Manually here, you are able to force the system to book a specific time, allocating a specific Resource, for example if you need to double book for any reason

Be mindful when using this option as the system will allow double booking

Once you select Enter Manually, you can tap on the Allocated Resource, and select from any of the Resources in the pop-up

• If you select First Available, the system will scan for availability and present you with a Resource which does not cause double booking
• If you select a Resource, you will be able to force the system to use this Resource regardless of any double booking

If you select a Resource which causes double booking, you will be able to use this Resource, however, the below warning will be displayed:

The process for creating a Reservation for a Service is exactly the same, whether that Service has an allocated Resource or not. For instructions on creating a Reservation, see: How do I create a new Reservation?

You do not need to make any extra changes to the Reservation, as the system will calculate and include all Resource allocations for you

There are two ways to create a reservation that includes a resource, use the system availability and entering the availability manually, which overrides the system availability

It is only possible to change a resource on a reservation when entering the availability manually

USING SYSTEM AVAILABILITY

When selecting an available time slot for the Reservation, any allocated Resources will display alongside the Reservation details in the list of availability:

Once the time slot is selected, the allocated Resource will display in the Services section of the Reservation:

When your Reservation is complete, it will appear on your Bookings screen with one entry for the Employee and another entry for the Resource:

ENTER AVAILABILITY MANUALLY OPTION

Rather than selecting from the available time slots, it is possible to select Enter Manually instead.

If you choose Enter Manually here, you are able to force the system to book a specific time and/or allocate a specific Resource, for example if you need to double book for any reason

Be mindful when using this option as the system will allow double booking

Once you select Enter Manually, tapping directly on the Resource will allow you to re-select an alternate Resource for this reservation:

Tap on the the relevant Resource in the list, followed by SAVE

Tap CONFIRM

A double-booked Resource will show on the booking screen as below: