Related Resources custom feature: Difference between revisions
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{{#seo: | {{#seo: | ||
|title=Custom Features - SimplyBook.me | |title=Custom Features - SimplyBook.me | ||
|description= | |description=Connect limited resources (rooms, equipment) to services. System auto-allocates resources per booking. Prevents overbooking when resources are limited in qua... | ||
|titlemode=append | |titlemode=append | ||
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, resources, resources booking, resource, equipment booking | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, resources, resources booking, resource, equipment booking | ||
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[[File:Resources icon.png |left]] | [[File:Resources icon.png |left]] | ||
<br><br>Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed. | <br><br>Connect equipment, rooms or anything else that is limited in quantity to a service. Different resources can be connected to the same service when needed. | ||
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;How to use | ;How to use | ||
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:1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related Resources</span> feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page. | :1. Enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related Resources</span> feature on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">custom features</span> page. | ||
[[File:Related resources enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/eb/Related_resources_enable_path_redesigned.png]] | [[File:Related resources enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/eb/Related_resources_enable_path_redesigned.png]] | ||
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:3. Create resources group(s) depending on your needs using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> icon there.<br> | :3. Create resources group(s) depending on your needs using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> icon there.<br> | ||
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:You can select between:<br> | :You can select between:<br> | ||
:*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Same number as clients</span> type - with this group all the resources you attach to a service will be required for each booking. If the number of resources is not enough for a certain timeslot, it will not be displayed on the booking site. This type may be useful when some limited equipment is required to perform the service.<br> | :*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Same number as clients</span> type - with this group all the resources you attach to a service will be required for each booking. If the number of resources is not enough for a certain timeslot, it will not be displayed on the booking site. This type may be useful when some limited equipment is required to perform the service.<br> | ||
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:4. It is important to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach resources to services/classes</span> so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used. | :4. It is important to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">attach resources to services/classes</span> so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used. | ||
[[File:Connect resource to service redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/8/84/Connect_resource_to_service_redesigned.png]] | [[File:Connect resource to service redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/8/84/Connect_resource_to_service_redesigned.png]] | ||
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:7. The clients do not select the resource during the booking process, it is allocated by the system automatically depending on the service and provider selection.<br> | :7. The clients do not select the resource during the booking process, it is allocated by the system automatically depending on the service and provider selection.<br> | ||
:You can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">view the resource used for the appointment</span> from the admin side in each booking or in exported .xls file from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> | :You can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">view the resource used for the appointment</span> from the admin side in each booking or in exported .xls file from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking details.</span> | ||