Open Admin > Services and select the service.
Provider-based vs resource-based#
- Provider-based: Time slots use the schedules of providers who deliver the service.
- Resource-based: Time slots use the availability of rooms, equipment, or other resources.
- Both: A time is available only when an assigned provider and the required resource are available together.
You set these choices under Providers & availability and Resources & locations on the service detail page.
Assign providers to services#
Under Providers & availability, edit Provider to open the Provider dialog:
- A provider delivers each booking: Leave this on for services such as a massage or a coaching lesson. Turn it off when customers book a court, lane or room on its own. A service without a provider must reserve at least one resource.
- Providers: Tick the team members who can deliver the service. A provider service needs at least one before it can be activated.
- Customers choose their provider: When this is on, customers pick from the ticked providers during booking. When it is off, an available provider is assigned for them.
Click Save. The Settings & intake form section then shows Provider selection as Customer can choose or Assigned provider.
For provider schedules, see Set Availability Schedules.
Link resources to a service#
If a service needs a court, room, piece of equipment, or another resource, edit Resources under Resources & locations. In the Resources dialog, choose how bookings use them:
- Customer picks one: Customers choose one of the ticked resources when they book, like a court. Each booking holds only the one they picked.
- All are reserved: Every booking holds all of the ticked resources at once, like a treatment room a provider works in.
Tick the resources, grouped by location, and click Save. If the list is empty, add resources to a location first in Admin > Settings > Locations.
Resources must also have usable availability. See Manage Resources for Services and Set Availability Schedules.
Set up combo services with multiple resources#
Choose All are reserved for a service that needs several resources at the same time. For example, a sauna and ice bath need overlapping availability before the service can offer a time.
Choose where a service is offered#
Under Resources & locations, the Locations row shows where the service is offered. It says All locations until you choose some. Edit it to choose:
- All locations: The service is not limited to particular locations.
- Chosen locations: Tick each location that offers the service, and click Save. Choose at least one.
The list shows your active locations, online ones included. To add one, go to Admin > Settings > Locations. See Manage Locations and Resources.
To offer a service online, tick only your online location. A service offered only at an online location is booked as an online appointment, and its bookings show Online instead of an address. See Join an online class or appointment. A resource in a physical location makes the booking take place there, so link no such resource to an online service.
Example: a court customers book on their own#
- Create a service named, for example, "Court booking 45 min", and set the duration to 45.
- Edit Resources under Resources & locations, choose Customer picks one, and tick each court.
- Edit Provider under Providers & availability and turn off A provider delivers each booking. A service without a provider must reserve a resource, so link the courts before this step.
- Edit Linked products and tick the product that sells the booking.
- Click Activate.
Customers then see the times any court is free. They can pick a court or leave it to Naayya, and each booking holds one court: the one they picked, or the first one free at that time. See How Customers Book Services.