Business and Marketplace: resource types, more accurate availability, and new reports
This update improves how Business and Marketplace handle limited resources, available times, and follow-up reporting. Teams can describe what a service needs more precisely, clients get clearer choices during online booking, and reports show more context for payments and memberships.
✨ In Short
- "Resources" now includes "Resource types" for grouping similar rooms, devices, chairs, or equipment.
- The service form has a clearer "How this service is booked" section with "Staff only", "Resource only", and "Staff and resource".
- In "Resources for this service", you can set "Resource type", "Quantity", "Resource selection", "Allowed resources", and whether "Clients can choose a specific resource online".
- "Booking availability" now supports custom service limits with "Limit by date range" and "Limit by day and time".
- In Marketplace, "Preferred resource" now works with the required resource types and offers "Automatic" or a specific resource when the business allows it.
- If no suitable resource is available, Marketplace shows "No available resources for this service." instead of letting the client reach a vague error later.
- Business now has "Notifications for changed online bookings" when a client reschedules an online booking or changes the number of seats.
- Reports now include "Payments by collector", and payments have a "Collected by" field.
- Issued membership filters and membership reports now support "Usage type" and "Previous membership" with "Active in period" and "Purchased in period" checks.
- In Marketplace, automatic calendar sync is more reliable when upcoming reservations refresh, and forms update when an answer is completed.
- WordPress shortcode embeds now pass payment-flow permission to the iframe used for embedded online booking.
🧩 More Precise Resource And Availability Setup
Business now splits resource setup into two clearer levels.
In "Resources", you can manage "Resource types". A type groups similar resources, such as rooms, devices, chairs, or equipment. The resource list also shows the "Type" column, so the team can see which group each resource belongs to.
In the service form, "How this service is booked" defines what must be available before the service can be booked:
- "Staff only" - the service needs a staff member;
- "Resource only" - the service needs a resource, without staff selection;
- "Staff and resource" - the service needs both staff and the required resources.
When the service uses resources, "Resources for this service" gives more precise control. For each requirement, you can choose "Resource type", set "Quantity", and decide whether the system should use "Any available resource" or "Only selected resources".
There is also a separate "Clients can choose a specific resource online" control. When it is off, Business and Marketplace assign an available resource automatically. When it is on, the client can choose a resource during online booking when suitable options are available.
Single services also have "Booking availability". From there, you can leave "No custom limit" or define when the service can be booked through:
- "Limit by date range" with "Available to book from" and "Available to book until";
- "Limit by day and time" with specific weekdays and time ranges.
This is useful when a service is available only in a certain season, only during selected hours, or only when the right resource type is available.
🧭 Clearer Resource Selection In Marketplace
Marketplace now uses the new resource requirements during online booking.
When the business allows client choice, the client sees "Preferred resource". They can choose:
- "Automatic", if they want the location to use a suitable available resource;
- a specific resource from the required type, if the business allows that choice.
If a service needs more than one resource type, Marketplace shows each group and a counter such as "1/2 selected". The client must choose all required resources before continuing.
When there are not enough suitable resources, the client sees "No available resources for this service." and can choose another service or contact the location. This makes resource availability visible earlier in the process instead of only at confirmation.
🔔 Teams Get Notified When Online Bookings Change
After a client self-service change, Business can now notify the team through "Notifications for changed online bookings".
The notification is sent when a client:
- moves a single online booking to a new date and time;
- changes the number of seats for a class.
The message shows the client and the exact change. For rescheduling, it shows the old and new time. For seat changes, it shows the old and new number of seats. From the notification, the team can open the booking in the calendar.
This completes the Marketplace self-service flow: the client can make an allowed change themselves, and the team gets a clear record of what changed.
📊 New Reporting Options
Payments now have a "Collected by" field, which shows which employee accepted the payment. If no employee is selected, Business warns with "This payment will be saved without a collector."
Payment reports also include the new "Payments by collector" view. It summarizes:
- who collected the payments;
- payment count;
- gross income;
- returns;
- net income;
- total expenses.
From a report row, you can open the detailed payment list for the selected collector or for payments without a collector.
Memberships now have more precise filters for client history. In "Issued memberships" and the related reports, you can use "Previous membership" to find clients who had or did not have an earlier membership.
After choosing "Previous membership", you can refine the search with:
- "Previous membership period";
- "Active in period" or "Purchased in period";
- "Any previous membership", "Same plan", or "Different plan".
There is also a "Usage type" filter for separating unlimited memberships, memberships with a total usage count, and memberships with per-service usage.
🛠️ More Improvements In Client Flows
Marketplace automatic calendar sync is more reliable in the native app. When sync is on, the app refreshes upcoming reservations when it starts, when the client returns to the app, and when a reservation status changes. In the reservation detail, the client still sees "Turn on sync", "Stop sync", or "Download file" depending on the device and permissions.
Marketplace forms also update more precisely. When an answer is completed, "My forms" and "Reservation details" refresh the matching form without requiring the client to reload the whole screen.
Descriptions and policies shown in Marketplace now render formatted text more clearly. This applies to booking wizard descriptions, reservation policies, and additional location information.
For websites using WordPress shortcode embeds, the embedded iframe now passes payment-flow permission to the browser. This matters for pages where online booking is displayed directly in the page through [reservation_studio_embed].
✅ What To Do Now
- Open "Resources" and create the needed "Resource types" for rooms, devices, or equipment.
- Open services that depend on limited resources and check "How this service is booked" and "Resources for this service".
- If clients should choose resources online, enable "Clients can choose a specific resource online" only for the relevant services.
- For services with limited days or periods, review "Booking availability".
- In "Settings" -> "Notifications", review "Notifications for changed online bookings".
- In reports, open "Payments by collector" and check whether the team fills "Collected by" on payments.
- If you work with memberships, test "Previous membership" and "Usage type" in "Issued memberships" and reports.
- If you use WordPress embed, check pages with
[reservation_studio_embed], especially when online payment is part of the flow.