What are resources?
A resource is the person or thing whose time is being booked, so they can be staff members, rooms, equipment... whatever it is that you are booking the time of. Often resources will be the people providing the service. For example, in a salon the resources would be the stylists, as it is their time that the customer is reserving. But resources can be a range of things! In a co-working space the resources will be rooms or desk spaces, in a football club it would be the pitches.
NB If there are other requirements for a service to take place e.g. a piece of equipment, these can be listed as assets.
How to create a resource
To create a resource, go to the Setup tab and click manage resources
Click add resource
Enter the resource's details, add a photo and even assign their favourite colour
Assign the relevant services to this resource
Make sure to click to save changes
Your new resource will now appear in your Appointedd calendar!
How to delete a resource
To delete a resource, go to the Setup tab and click manage resources
Click view info next to the resource
Click delete resource
Resource working hours
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. Find out more about grouping your resources.
Sending notifications to your resource when a booking is made or deleted
Resources can be notified when a customer books with them or cancels their booking - this can be set up by following the steps here.
If you want your customers to be able to select which resource will perform their service, you can offer them this option when they are booking.
You can also allow your customer to choose the resource group which they would like to book with.
You can edit both of these options in your settings:
Hove over the booking tools tab
Select customize your booking flow from the drop-down menu
Turn resource selection and group selection settings on/off.