Resources

After configuring your Services and Staff add and edit information about resources. 

What is it and what is it for?

What do you need resources for? For instance, you may have five nail artists in the salon but only three desks equipped for manicure services. Or your administrator may create appointments for the same service at the same time to different employees, e.g., to three massage therapists working on the same day despite there being only two massage rooms. In this case you won’t be able to provide services to all clients and as a result your client will be dissatisfied, left with a spoiled impression about the salon, and, probably, will give an unflattering review about it. 

To help you avoid such situations Altegio made it possible to use the unique feature of Resources

Resources allow creating an appointment for a service only if there are enough free resources to provide it.

Examples of resources: rooms, massage tables, various technical devices (hair dryers, etc.)

Assigning resources to services helps you organize bookings from clients in the Appointment Calendar by resources. Resources prevent situations when several clients make their appointments for the same service at the same time, during which the required resources are already occupied.

An important feature of Resources is that clients do not see them in the online booking widget and cannot book an appointment for them.

Resources are assigned to services and are reserved automatically when you create an appointment. At the same time, when a client makes their booking online for a service with resources assigned to it a single unoccupied instance of each resource is reserved for this booking.

Resources will always be displayed in the Appointment Calendar. Booking for the same time and service will appear in the schedule both for the employee and the resource instance.

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How to work with the resources

To use resources when creating an appointment you’ll need to add and configure them beforehand (for more details see the article on Creating and configuring resources).

Resources are reserved for an appointment at the moment of booking automatically only if they are assigned to services.

If necessary, you can change the resource and assign it to a specific service directly from the appointment (for more details, see the Selecting a resource when making an appointment article).

Related articles

Creating and configuring resources

Assigning resources to services

Selecting a resource when making an appointment

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