Overview
A resource is anything bookable that isn't a person — a treatment room, a dental chair, a machine, a shared laptop. Resources extend the Calendar with a second axis: an appointment needs the right team member and the right resource to go ahead.
Activation
- 1Dashboard → Add-ons → Resources → Activate.
- 2Open Add-ons → Resources. The landing page is a live dashboard of today's reservations grouped by location.
Resource types
Start by creating the types of resource you own. A type has a name, an icon, and a colour — so the Calendar can visually distinguish a Room from a Chair from a Machine.
- 1Open the Types tab.
- 2Add Type — name, icon, colour.
- 3Save. Repeat for each category.
Adding resources
- 1Back on the main page, click Add Resource.
- 2Pick the type, give the resource a name ("Room A", "Chair 2"), and assign it to a location.
- 3Save. The resource now shows up in the Calendar and on the Timeline.
Linking to services
A service that needs a room (a massage, a dental procedure) should have that resource requirement recorded. Open the service in the Catalogue → scroll to Resources → add one or more types or specific resources.
Requiring a type vs. a specific resource
Require a Type ("Any treatment room") for flexibility. Require a specific resource ("Room A") only when the service genuinely can't run elsewhere — an imaging machine, say.
Timeline
The Timeline tab is a horizontal calendar where each row is a resource and each block is a reservation or a manual block. Useful for seeing the room plan at a glance and for blocking time when a resource is out of service.
- Drag on an empty row to create a block (maintenance, deep clean, repair).
- Click any block to edit or delete it.
- Date picker in the header switches the day.
Settings
- Auto-assign Resources
- When on, a booking that requires a type auto-picks the first free resource of that type. Turn off if you want staff to pick deliberately.
- Require Resource
- Blocks saving an appointment that has no resource assigned.
- Show in Calendar
- Paints resource assignments on the main Calendar grid.
- Buffer Time (minutes)
- A cool-down window between bookings on the same resource — time to clean, reset, turn over.
Tips
- Start with types, not named resources. A type with three rooms under it covers the real world; three disconnected rooms don't tell the scheduler anything.
- Set a 10-15 minute buffer for anything that needs cleaning. Back-to-back bookings look efficient in theory and cause chaos in practice.
- Block the room on the Timeline for deep cleans and maintenance. The Calendar then won't allow bookings even if a member is free.