When you set up new services or adjust existing service under Setup > Manage services, you can select the type of resource allocation that suits your business and/or the particular service the best.
There are three options to choose from:
Any assigned available resource
All assigned available resources
One available resource from all assigned resource groups
Any assigned available resource
If this resource allocation type is selected, the system will randomly assign the booking to one of the available resources that are assigned to this service.
Under resources, you are able to select the particular resource(s) who are able to carry out this service. Here you can search for the name of your resources and can also select show selected to see only the resources that you have assigned to this service.
All assigned available resources
This resource allocation type allows you to set up the service to only be bookable when all of the assigned resources are available. Your customers will only see available times in the booking flow when all assigned resources are available to take this booking.
As such, this allocation type allows you to have multiple resources on a single booking - this will be useful when you need more than one resource to carry out a service. The booking that was created with all resources assigned will appear in each resource's Appointedd calendar - if calendar sync is in place, the booking will also sync to the external calendars.
Similarly to the other allocation types, under resources, you are able to select the particular resources who need to be on each booking that is made with this service. Here you can search for the name of your resources and can also select show selected to see only the resources that you have assigned to this service.
One resource from all assigned resource groups
This resource allocation type allows you to set up a service where at least one resource from each resource group assigned would need to be available in order to make a booking.
The booking that was created with all resources assigned will appear in each resource's Appointedd calendar - if calendar sync is in place, the booking will also sync to the external calendars.
Similarly to the other allocation types, under resources, you are able to select the particular resource group(s) to assign to this service. At least one resource from all selected resource group(s) needs to be available for a booking to be made with this service.
Here you can also search for the name of your resource groups and can also select show selected to see only the resource groups that you have assigned to this service.
Nuances to be aware of
External calendar: If the booking or buffer that is synced to an external calendar is moved for one of the assigned resources via the external calendar, the system will reject the update the same way it would when moving a booking over another one. The booking will move back to its original place in the external calendar.
External calendar: Attempting to cancel a synced calendar event for a multiple resource booking or a buffer via the external calendar will result in the change being rejected and the calendar event being recreated in its previous position.
Appointedd screen: You cannot change the resource(s) of a multiple resource booking by dragging the booking across to another resource in the daily view, attempting to do so will cause the change to be rejected with an expected error.
We would love to hear any feedback 👂