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Apply Resources to Services

Updated

Resources are common items that staff at your business share that are needed to offer certain services or classes.

In this help doc we'll cover - 

 

 

How to Assign a Resource to a Service Appointment in the Backoffice

Here we'll cover how to assign a resource to a service-based appointment as you're adding it in the Backoffice. The resource can be assigned to a single appointment or to repeating appointments.

To begin, you'll need to navigate to Appointments > Add Appointment > Add One Time Appointment or click anywhere on the calendar to bring up the Quick Add Pop up window - 

 

After clicking to add a 1 time appointment, you'll need to select the location where the resource is located and also the service that requires this resource - 

 

When you select the appropriate service, you'll notice that the Resource field appears directly below it. You will then have the option to select a resource for this appointment. If you do select a resource, then no other appointments for this service can be booked at the same time at the same location that also is set to use this resource. If you decide to book the appointment without applying a resource then that means that other appointments for this service can be booked for the same timeslot - 

 

After adding this appointment, you'll notice that if you try to book an appointment for a different staff and for the same service using this resource at the same location, the timeslot selected in the previous appointment is not available anymore - 

 

 

How to Edit Appointments with Resources

For a One Time Appointment

When a client books an appointment through the Client Scheduler for a service that requires a resource, the resource will automatically be added to the appointment if it is taking place at the location where the resource is assigned - 

 

From the appointment profile you'll have the option to make changes to the appointment details including the resource, and you can choose to not apply the resource to this specific appointment. First, click on the blue Edit button on the upper right of the appointment profile and select "Do not apply a resource to this appointment" for the Resource field, and then click on the green Save Appointment button  - 

 

For a Repeating Appointment

For this example, you can see an appointment that is part of a repeating appointment series. You'll notice that this appointment has a resource assigned to it - 

 

You are able to choose to not apply the resource to this specific appointment or to the entire repeating appointment series. To make changes to this appointment, you'll need to click on the blue Edit button - 

 

You can select "Do not apply a resource to this appointment" from the dropdown menu next to the Resource field, and then click on the green Save Appointment button - 

 

Once you do, you will then have the option to apply the changes to "Only this appointment", "Following appointments" or "All appointments" - 

 

You can find a brief description of each of these choices below - 

  • Only this appointment - All other appointments in the series will remain the same - this change will only apply to this specific appointment.
  • Following appointments - This and all following appointments will be changed - all previous appointments in the series will not be changed.

  • All appointments - All appointments in the series will be changed.

     

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