What are resources#
Resources are physical or virtual spaces and equipment needed for appointments. When you link a resource to a service, the booking system checks resource availability before showing time slots to customers.
Common resource types:
- Rooms: Treatment rooms, training studios, consultation spaces
- Equipment: Massage tables, specialized machines, training equipment
- Chairs: For services like hair styling or dental work
- Virtual: Online meeting rooms or video call slots
Create a new resource#
- Go to Admin > Appointments > Resources
- Click Add Resource
- Fill in the details:
- Name: A clear identifier (e.g., "Treatment Room A")
- Type: Select from Room, Equipment, Chair, Virtual, or Other
- Capacity: How many simultaneous bookings the resource supports (usually 1)
- Location: Which studio location this resource belongs to (if you have multiple)
- Click Save
Resource types explained#
Room#
Physical spaces where appointments take place. Use for private training studios, massage rooms, or consultation offices.
Equipment#
Specialized items that must be reserved for appointments. One piece of equipment can only be used by one appointment at a time.
Chair#
For services that use stations, like hair salons or treatment chairs. Each chair is an independent booking unit.
Virtual#
Online appointment slots. Useful for video consultations where you want to limit simultaneous virtual appointments.
Link resources to services#
Resources only affect booking availability when linked to services.
- Go to Admin > Appointments > Services
- Open the service that needs the resource
- In the Resources section, click Add Resource
- Select the resource and set the requirement level:
- Required: The resource must be available for the appointment to be bookable
- Optional: The resource is reserved if available but not mandatory
Manage resource availability#
Resources inherit availability from either the studio's general hours or can have custom schedules.
To set custom availability for a resource:
- Go to Admin > Appointments > Availability
- Select the Resources tab
- Choose the resource
- Add availability blocks for specific days and times
Deactivate a resource#
If a resource is temporarily unavailable (under maintenance, relocated, etc.):
- Go to Admin > Appointments > Resources
- Find the resource and click the menu icon
- Select Edit
- Toggle Active to off
- Click Save
Deactivated resources won't be considered for new bookings. Existing appointments using this resource remain scheduled.
Delete a resource#
Before deleting a resource, ensure no active appointments depend on it.
- Go to Admin > Appointments > Resources
- Find the resource and click the menu icon
- Select Delete
- Confirm the deletion
Deleted resources cannot be recovered. Consider deactivating instead if you might need the resource again.