Related Resources custom feature
From SimplyBook.me
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.
- Please note! It is recommended to use Appointmet at fixed time feature with this resource type so that the timeslot will always correspond to the reserved room/resource, etc.
- 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.