Resources

Resources are rooms, devices, chairs, beds, and other equipment that must be available for a service to be performed. Add resources when a service depends not only on an employee, but also on limited physical capacity.

In the initial setup, think in two parts: first create "Resource types", then add the concrete resources to those types. After that, the service selects which resource type it needs.

When you need resources

• When you have a room, cabinet, or device shared by multiple employees.
• When you want to limit how many parallel bookings can use the same equipment.
• When availability should depend on a resource in addition to the employee.

What to do

1. Open "Resources".
2. Open "Resource types" and create the needed types, such as room, device, or chair.
3. Select "New resource".
4. Fill in the main details:
   • "Name"
   • "Resource type"
   • "Description" if needed
   • "Location"
   • "Capacity"
5. Set "Color" if needed.
6. Turn on "Active resource".
7. Save with "Create" or "Save".
8. Open the services that use this resource and configure "Resources for this service".

What matters

• "Capacity" is the number of parallel bookings the resource can handle.
• A resource belongs to a specific location, so add it to the correct location.
• "Resource type" groups similar resources so the service can reserve the right kind of resource.
• If the resource is not active, it will not be useful in day-to-day work.
• Creating the resource alone is not enough. It starts affecting bookings only after it is linked to a service.
• In the service, choose "Resource only" or "Staff and resource" if booking must check for an available resource.
• In "Resources for this service", choose "Resource type", "Quantity", and whether to use "Any available resource" or "Only selected resources".
• If you enable "Clients can choose a specific resource online", the client can choose a concrete resource during online booking. If it is off, the system assigns an available resource automatically.