Difference between revisions of "Related Resources custom feature"
From SimplyBook.me
(Created page with "{{#seo: |title=Custom Features - SimplyBook.me |titlemode=append |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online...") |
|||
| Line 14: | Line 14: | ||
;How to use | ;How to use | ||
| − | :1. Enable Related Resources feature on your custom features 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:Resources enable path.png|border|center]] | [[File:Resources enable path.png|border|center]] | ||
<br><br> | <br><br> | ||
| − | :2. Select Manage option or navigate to Manage -> Related resources using left-side menu | + | :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:Resources settings path.png|border|center]] | ||
<br><br> | <br><br> | ||
| − | :3. Create resources group(s) depending on your needs using "+ | + | :3. Create resources group(s) depending on your needs using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">+</span> icon there.<br> |
:You can select between:<br> | :You can select between:<br> | ||
| − | :*"Same number as clients | + | :*<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> |
| − | :*"Only one | + | :*<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. |
[[File:Create resource group.png|border|center]] | [[File:Create resource group.png|border|center]] | ||
<br><br> | <br><br> | ||
| − | :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. | + | :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:Attach resource to service.png|border| center]] | ||
<br><br> | <br><br> | ||
| − | :5. If you got more resources of a certain type you can add items to the particular resource group. | + | :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 one more resource to a group.png|border|center]] | ||
<br><br> | <br><br> | ||
| − | :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.<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> |
| − | :If certain service was connected to resource that was deleted such service may become unavailable on the booking site.<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. | :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.png|border|center]] | ||
<br><br> | <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> | :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 view the resource used for the | + | :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:View resource info in booking.png|border|center]] | ||
<br><br><br><br> | <br><br><br><br> | ||
Revision as of 10:52, 18 February 2020
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.
- How to use
- 1. Enable Related Resources feature on your custom features page.
- 2. Select Manage option or navigate to Manage -> Related resources using left-side menu
- 3. Create resources group(s) depending on your needs using + icon there.
- You can select between:
- Same number as clients 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.
- 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 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.
- Same number as clients 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.
- 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.
- 5. If you got more resources of a certain type you can add items to the particular resource group.
- 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.
- 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.
