Related Resources custom feature: Difference between revisions

Line 15:

:1. Enable Related Resources feature on your custom features page.

[[File:~~Resources~~ enable path.png|border|center]]

[[File:Related resources enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/eb/Related_resources_enable_path_redesigned.png]]

:2. Select Manage option or navigate to Manage -> Related resources using left-side menu

[[File:~~Resources~~ settings path.png|border|center]]

[[File:Related resources settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5d/Related_resources_settings_path_redesigned.png]]

:3. Create resources group(s) depending on your needs using + icon there.

Line 26:

:*Only one type - with this group it is possible to accept multiple bookings per timeslot(it will depend on the number of clients set per provider and/or [[Limit Bookings custom feature|limit bookings]] feature settings). It can be used for a room reservation for classes as if, for example, you have one room but two classes so that one class should become unavailable if another one gets a booking. In this case, the clients will continue making bookings for this another class according to the number of spaces you have indicated for it.

::'''Please note!''' It is recommended to use [[Appointment_at_Fixed_Time_custom_feature|Appointmet at fixed time]] feature with this resource type so that the timeslot will always correspond to the reserved room/resource, etc.

[[File:Create ~~resource group~~.png|border|center]]

[[File:Create new ressource goup redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Create_new_ressource_goup_redesigned.png]]

:4. It is important to attach resources to services/classes so that they will influence the booking process. Otherwise, the resources will not add any restrictions and will not be used.

[[File:~~Attach~~ resource to service.png|border| center]]

[[File:Connect resource to service redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/8/84/Connect_resource_to_service_redesigned.png]]

:5. If you got more resources of a certain type you can add items to the particular resource group.

[[File:Add ~~one more~~ resource ~~to a~~ group.png|border|center]]

[[File:Add item to the resource group redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Add_item_to_the_resource_group_redesigned.png]]

:6. In case you have less items in your inventory than it was created initially you can remove unnecessary ones from the group using mass actions.

:If certain service was connected to resource that was deleted such service may become unavailable on the booking site.

:In this case you need to update its relations towards other resources present in the system.

[[File:Remove unnecessary resources.png|border|center]]

[[File:Remove unnecessary resources redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Remove_unnecessary_resources_redesigned.png]]

: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.

:You can view the resource used for the appointment from the admin side in each booking or in exported .xls file from Reports -> Booking details.

[[File:~~View resource info~~ in booking.png|border|center]]

[[File:Related resources in booking redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/7/72/Related_resources_in_booking_redesigned.png]]

@@ Line 15: / Line 15: @@
 :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:Resources enable path.png|border|center]]
+[[File:Related resources enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/eb/Related_resources_enable_path_redesigned.png]]
 <br><br>
 :2. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> option or navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Related resources</span> using left-side menu
-[[File:Resources settings path.png|border|center]]
+[[File:Related resources settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/5d/Related_resources_settings_path_redesigned.png]]
 <br><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>
@@ Line 26: / Line 26: @@
 :*<span style="background-color:#fef3de; padding:5px; border-radius:5px;">Only one</span> type - with this group it is possible to accept multiple bookings per timeslot(it will depend on the number of clients set per provider and/or <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Limit Bookings custom feature|limit bookings]]</span> feature settings). It can be used for a room reservation for classes as if, for example, you have one room but two classes so that one class should become unavailable if another one gets a booking. In this case, the clients will continue making bookings for this another class according to the number of spaces you have indicated for it.<br>
 ::<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' It is recommended to use <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Appointment_at_Fixed_Time_custom_feature|Appointmet at fixed time]]</span> feature with this resource type so that the timeslot will always correspond to the reserved room/resource, etc.</span>
-[[File:Create resource group.png|border|center]]
+[[File:Create new ressource goup redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Create_new_ressource_goup_redesigned.png]]
 <br><br>
 :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:Attach resource to service.png|border| center]]
+[[File:Connect resource to service redesigned.png|1200px|border| center|link=https://help.simplybook.me/images/8/84/Connect_resource_to_service_redesigned.png]]
 <br><br>
 :5. If you got more resources of a certain type you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add items to the particular resource group.</span>
-[[File:Add one more resource to a group.png|border|center]]
+[[File:Add item to the resource group redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Add_item_to_the_resource_group_redesigned.png]]
 <br><br>
 :6. In case you have less items in your inventory than it was created initially you can <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">remove unnecessary ones</span> from the group using mass actions.<br>
 :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If certain service was connected to resource that was deleted such service may become unavailable on the booking site.</span><br>
 :In this case you need to update its relations towards other resources present in the system.
-[[File:Remove unnecessary resources.png|border|center]]
+[[File:Remove unnecessary resources redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/8/85/Remove_unnecessary_resources_redesigned.png]]
 <br><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>
-[[File:View resource info in booking.png|border|center]]
+[[File:Related resources in booking redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/7/72/Related_resources_in_booking_redesigned.png]]
 <br><br><br><br>