Resources
Resources control capacity and prevent double booking of shared assets such as rooms, devices, and workstations. You also work with "Resource types" to group similar resources so services can reserve the right kind of resource.
When you actually need a resource
Add a resource when the same physical asset is shared between more than one service or employee. Typical examples are:
- a room;
- a device;
- a bed;
- a specific workstation.
If the limit is only based on employee and time, a resource is not required.
What you see in the list
In the resources list you see:
- name;
- "Type";
- capacity;
- location;
- active or inactive status.
From here you can:
- add a "New resource";
- open "Resource types";
- filter the resources you need;
- open a specific resource for editing.
How resource types work
"Resource types" group similar resources, such as rooms, machines, chairs, or equipment. This lets a service define what kind of resource it needs instead of depending only on one specific resource.
Example:
- you have three massage rooms;
- you create the resource type "Massage room";
- you add each room as a separate resource of that type;
- in the service, you choose "Resource type" and decide whether the system can use any available resource or only selected resources.
If the service does not need interchangeable resources, you can still use a specific type for clearer organization.
What you configure in a resource
- "Name" (up to 255 characters)
- "Resource type"
- "Location"
- "Capacity" (minimum 1, maximum 65535)
- "Color"
- "Active resource"
- "Description" (optional)
Steps
- Open "Settings" -> "Resources".
- If the needed type does not exist yet, open "Resource types" and create it.
- Click "New resource".
- Fill in "Name", "Resource type", "Location", and "Capacity".
- Optionally set "Color" and "Description".
- Enable "Active resource".
- Click "Save".
Result
The resource becomes available in "Resources for this service". It affects available slots only when the service is configured to require a resource of its type.
How capacity works
Capacity defines how many parallel appointments can use the same resource.
In practice:
- a resource with capacity 1 behaves as a single constraint;
- a resource with a higher capacity allows more parallel bookings;
- the resource only starts affecting availability after its type is added under "Resources for this service".
Important
- resources do not replace services or employees; they add one more limit to availability;
- if the service is configured as "Staff only", the resource will not affect booking;
- if the service is configured as "Resource only" or "Staff and resource", it needs at least one requirement under "Resources for this service";
- the location of the resource must match the context in which the service is offered.
When the resource actually affects availability
The resource limits booking only when it is active, in the correct location, has the matching "Resource type", and the service requires it through "Resources for this service".