Line 1,839: |
Line 1,839: |
| [[File:Provider color coding-booking view.png | center]] | | [[File:Provider color coding-booking view.png | center]] |
| <br><br> | | <br><br> |
| + | -------- |
| + | =Related Resources= |
| + | [[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> |
| + | |
| + | |
| + | ;How to use |
| + | |
| + | :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]] |
| + | <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]] |
| + | <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> |
| + | |
| + | :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;">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]] |
| + | <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]] |
| + | <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]] |
| + | <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]] |
| + | <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]] |
| + | <br><br><br><br> |
| + | |
| -------- | | -------- |
| =Rewards and Referrals= | | =Rewards and Referrals= |