A resource is any item necessary for a service that must be booked in conjunction with that service. With MyTime's resource booking feature, you can keep track of your resources to ensure that you always have the necessary items available when scheduling an appointment. In this article, we will guide you through the steps of scheduling appointments with resources.
Things to know:
- To schedule appointments with resources, resources must be configured on the account. Learn more here.
- You can assign resources to all services or selected services. Learn more here.
- The ability to display the available resources first in the resource dropdown menu on the appointment modal is controlled by a hidden setting that only the MyTime team can enable. To enable this hidden setting, please contact our Support Team at support@mytime.com.
- Once the hidden setting is enabled, if a resource is at capacity or unavailable, it will be displayed in grey italics but can still be selected.
- When booking a service with a resource in-store and the resource is at capacity, a warning notice will appear informing you that there is a conflict at this time for the resource being scheduled. This notice only serves as a caution and does not prevent you from saving the appointment.
- Details of appointments scheduled with resources can be seen in the Calendar Utilization report.
Scheduling an Appointment that Requires a Resource
- Navigate to the Schedule
- Filter by location
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Click on the ‘New Appointment’ button below the calendar on the left-hand side of the Schedule or on a specific time slot directly in the schedule
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When the appointment modal opens, you can search for an existing client using the search field or add a new client using the icon on the right-hand side
- Once the client is added to the appointment modal, you can proceed to select the time and date, staff, and service
- When you select a service with a configured resource, the resource field will automatically appear, displaying the resource name and quantity. If multiple resources are assigned to the service, clicking the dropdown arrow or the "+" button will allow you to select a different resource.
- Once you’ve adjusted your resources, click "Save"
- After saving, you will see the appointment on the schedule displaying the name of the resource configured with the service(s)
If you have any additional questions feel free to email us at support@mytime.com.