How to group your resources

Resource grouping allows you to manage your resources further by applying groups to each resource which reflect your business structure.

Jubrine Fortuno avatar
Written by Jubrine Fortuno
Updated over a week ago

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.

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘§ 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.

βš™οΈ 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.

πŸ–ŒοΈ 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.

πŸ”– How to link to your group's Booking Page

When you create a resource group, a Booking Page is automatically generated for that group. By linking to this Booking Page, your customers can only book with the group of resources you wish them to:

  • Go to your Manage resources page under the Setup tab

  • Click manage groups

  • Hover over Booking Page link and click copy.

Distribute this link around your customers to allow customers to book with that group of resources!

🧐 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.

πŸ“† 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.

If you have any feedback we would love to hear it πŸ‘‚

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