How to manage your resources

A resource is a bookable calendar - typically a person, a space, or a piece of equipment. When a resource is booked for a 1:1 appointment, it can’t be double-booked, so you'll need an additional resource to handle a second 1:1 appointment at the same time.

For group events that accommodate multiple attendees (e.g. workshops or classes), you can use a single resource in combination with an event-type service. Learn more about event-type services here.

Your new resource will now appear in your Appointedd calendar! Follow the same process to create more resources.

Creating separate resources is ideal when you need distinct calendars for specific areas or resources in your business. This approach provides granular control over each resource's availability and bookings.

For each of your resources, you can set the days and times at which they are available to be booked. Find out more about Resource Scheduling here.

Resources can be grouped to allow you to manage your different teams, locations, types of resources etc. By grouping resources, you can offer different booking tools for each of your resource groups.

This is particularly useful when implementing separate calendar strategies for different areas of your business. Find out more about grouping your resources.

If you want your customers to be able to select a specific resource during the booking flow, you can enable this option on your booking tools.

Alternatively, if you don't want to allow customers to pick a specific resource, but you would rather give them an option to choose a resource group instead (e.g. Female masseuse or Male masseurs), this is also possible in the booking tool configuration.

To set up both of these options:

If you use multiple booking widgets, you can also configure this further on each individual widget settings under Booking Tools> Manage booking widgets.

When making bookings internally, the first step is to click the +Add new booking button and follow the booking flow steps.

In the availability step, you will also be able to select whether you wish to schedule with Any resource or select a specific resource.

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 meeting with any resources from a particular group only.

For managing working hours, we highly recommend connected Appointedd to an external calendar such as Outlook or Gmail. This will allow availablity to be more easily managed. Read more here.

Efficient calendar management is crucial for organizing bookings in Appointedd. You can manage calendars in two main ways:

If you manage multiple rooms or shared spaces, you can use a single calendar for group bookings. This approach simplifies calendar management by pooling resources together. For instance, you can set a limit on the number of simultaneous bookings based on the total resources (e.g., if you have three rooms, limit bookings to three customers at the same time). This strategy is best when resources are interchangeable or when maintaining a simplified calendar view is a priority.

For a more customized approach, you can create separate calendars for individual areas or resources by creating new resources. This approach is ideal for businesses with distinct spaces requiring separate booking workflows.

Resources can be notified when a customer books with them or cancels their booking - this can be set up by following the steps here.

You can check how utilized your resource is and explore their capacity by checking their utilization report.
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To access this report select View info on the resource and click on View utilization. More information about resource utilization can be found here.