Welcome to the Help Center

Scheduling Appointments with Resources

In this article, we will look at the following: 

Scheduling an Appointment that Requires a Resource

When you create an appointment and select a service that requires resources, new fields will appear with the resources auto-selected. 

8484121-52a0e9880617c28ca8e2bbe21763b828.png

If multiple resources were assigned to a service on your services menu and the service requires one of the assigned resources, when you click the dropdown arrow or the + button, you will be given the option to select a different resource if you so desire. 

8484177-822c44ad9ea89607d9f65421a25c2976.png

 

8484195-5c729cfc3ba5b44944749883d03222f2.png

Once you’ve adjusted your resources, click save.

Scheduling Split Time Appointments with Resources

When you create an appointment for a split-time service, your resources will be automatically assigned.

8484272-9d71069f0fdf453f698bef8190a67911.png

When you click Edit, the window below will appear. Next to each service time and processing time, the assigned resource is shown. 

8484301-0c0615fd6c8226dc246af8ce98390753.png

You can also add a resource to a time block! For example, if you need to block 2 hours in your schedule and you’d like to use a resource (such as a room) during that time, you may add a resource by selecting from the dropdown menu (see below).

We hope this helped! If you have any additional questions feel free to email us at support@mytime.com.

Related Article:

View Resources in Scheduler

 

Powered by Zendesk