Setting up Resources

Resources refer to any special equipment or room needed to perform services, such as pedicure chairs, massage rooms, etc. The system keeps track of resource availability, and won’t book an appointment that requires a resource if it's already in use.

Start by going to: Manage > Advanced Settings > Manage (under Resources)

Creating a New Resource

1

Click "New Resource Group"

2

Choose the # of Resources available

Choose from the drop-down.

3

Click Create

Once the Resource is created, you will be brought back to the main Resources page.

Assigning Resources to Services

1

Remain on the main Resources page

2

Click the blue "Assign them to your Services" link

Click the link at the top.

3

Choose the Resource

Next to each Service that requires a resource, choose its Resource from the drop-down.

4

Click Save

Click Save at the bottom.

Only one resource can be assigned to each service.

Editing Resources

You can change the name of the Resource Group as a whole, change the name of individual Resources within each group, and add additional resources to particular groups.

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• To add more resources to a particular group, click the icon.

• To rename the Resource Group itself, click the large name at the top of the box, then adjust the name and click Save.

• To rename the resources within the group, click the name of the resource itself, adjust the name, and click Save.

You cannot delete Resource Groups, but you can delete all resources within a group as long as there are no services assigned to them and no future appointments assigned to them.