Creating a resource
A resource is something that is required, in order to provide a service, such as a room or a piece of equipment. For example, a Massage service might require a Massage Room.
When a resource is linked to a service, that service can only be booked when the resource is available. When the service is booked, the resource is also automatically booked.
Multiple resources can be grouped, and the group can be linked to a service. This tells the system to book any one of the resources in the group when that service is booked (but not all of them).
For example, you could have a 'Massage Rooms' group and link two resources (Massage Room 1 and Massage Room 2) to that group. Then, link the group to a Massage service. The system will only show availability for the Massage service when either Massage Room 1 or Massage Room 2 is available, and it will book either of those rooms for the appointment.
To create a resource, please click:
- Manage
- Resources, then
- New resource
Use the Details tab to name and customise the overall settings for the resource. Then click Save.
If you would like this resource to belong to a group, you will first need to have created a group (see instrctions below). Then you can click the Resource groups tab and select the group, click Save.
If you've selected that this is a "rostered resource", use the Roster tab to set the roster. Then click Save. The resource will only be available during its rostered times.
To create a resource group, please, click the Resource Groups tab, then click New resource group.
Name your group, and select which resources belong to this group, then click Save.
Back on the Resources tab, all your resources appear in their allocated groups.
On this screen, you can:
- Export your resources
- Reorder the resources in a group
- Edit a resource group
- Create a new resource directly into a group
- Edit a resource
- View the history of a resource
- Delete a resource
