By applying groups to your resources, you can allow customers to select the group they wish to book with and offer different booking tools to different customers.
👨👩👧👧 When would I group my resources?
Resource grouping can be used in your business to group resources according to specific criteria.
For example, resource can be grouped by:
Department e.g. sales, support and tech
Location e.g. Glasgow, Manchester and London
Specialty e.g. sports massage, injury follow up and reflexology
Type e.g. meeting rooms, conference rooms and tour operators.
⚙️ How to create a resource group
Please note: Only Administrators and Standard users have the permissions to create new resource groups.
Go to your Manage resources page under the Setup tab
Under the search bar on the right, click add group
Enter the name of your group
Select the resources who are part of the group
Click save group.
🖌️ How to edit the resources in a group
Go to your Manage resources page under the Setup tab
Click manage groups
Click the pencil icon next to the group you wish to edit
Select/deselect the resources you wish to add/remove from the group
Click save group.
🧐 How to create a booking widget for one resource group
As well as generating a Booking Page for each of your resources, you can create a booking widget specifically for that resource group. See this guide on how to create a booking widget and simply limit it to the resource group you require.
📆 How to make an internal booking with any resource from a specific resource group
When making bookings internally, the first step is to click the +Add new booking button and follow the booking flow steps.
Please note: Restricted users will also be able to see resource groups toggle in the internal booking flow only if:
- there are at least one resource group set up;
- they have full access to all resources within at least one resource group.
If you have any resource groups set up, where you have full access to all resources within those groups, a group toggle will appear next to the resource selection. This will allow you to schedule a booking with any resources from a particular group only.
