How do I link a Resource / Resource Type to a Service?
To link a Resource or Resource Type to a Service, edit the Service, by choosing Manage > Services > List
Click the Edit icon
Click on the Resources Tab
Complete the required fields
TO LINK A RESOURCE TYPE
Field | Description |
Name | Enter the name of the Resource Type |
Type | From the drop down menu, select Resource Type |
Customer Visible | Selecting this checkbox enables your Customer to see which Resource or Resource Type they’ve been allocated for this service, e.g. which room they will be in |
Resource Type | From the drop down menu, select the required Resource Type How do I add a new Resource Type? |
Quantity | Enter the required quantity ie this Service may need 2 rooms |
Default Selection | Select if you want this Resource Type to be allocated to the service: - by default (first available), or - if you would simply like to have the option of it being added in upon booking (None) |
Click +Add
When the Resource Type is added, it will appear towards the top of the window
It can be removed from this Service by clicking Delete
TO LINK A RESOURCE ONLY
Field | Description |
Name | Enter the name of this Resource |
Type | From the drop down menu, select Resource to add only a single Resource |
Customer Visible | Selecting this checkbox enables your Customer to see which Resource or Resource Type they’ve been allocated for this service, e.g. which room they will be in |
Resource | From the drop down menu, select the required Resource How do I add a new Resource? |
Default Selection | Select if you want this Resource to be allocated to the service: - by default (first available), or - if you would simply like to have the option of it being added in upon booking (None) |
Click +Add
When the Resource is added, it will appear towards the top of the window
It can be removed from this Service by clicking Delete