How to manage assets

Add assets to your account to prevent your equipment and spaces etc from being double-booked.

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

🧐 What is an asset?

An asset is any limited thing, additional to the resource, that is required for a service to take affect. If you offer massages as a service, for example, the treatment room might be an asset.

Assets should be assigned to services in order to prevent them from being double booked. 

⚙️ How to add an asset 

  • Hover over Setup tab and click Edit assets

  • Click Add asset 

  • Name the asset 

  • Set the Quantity (how many of those assets you have)

  • Tick the boxes next to any services that require this asset

  • Click Save

You can also assign assets to a service when creating/editing the service.

🔖 How to add assets to a specific service

If specific assets are needed in order to provide a service, you can assign these assets in the service settings:

  • Hover over Setup tab and click Manage services

  • Select the service you want to edit

  • Scroll to the availability section

  • Tick the assets that are required for this service

  • Click Save

👀 How to view and manage assets on bookings

From the daily, weekly and agenda views, you can click on a booking and click on the Assets tab to see the asset(s) which that booking is currently using:

Additionally, you can release an asset from a booking if the booking no longer requires it by simply clicking the trash icon next to the asset. 

On the agenda view, the asset(s) used on a service are displayed on the booking without needing to click on the booking: 

If you have any feedback we would love to hear it 👂

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