In this article, we will look at the following:
- How to View and Manage Resources in Scheduler
- Scheduling an Appointment that Requires a Resource
- Scheduling Split Time Appointments with Resources
How to View and Manage Resources in Scheduler
You can view the daily schedules of your staff and your resources in the same place. On your schedule page, your resources are listed to the right of your staff members. Any appointment using a resource will appear in that resource’s schedule.
(Note: You will only see your staff and resource daily schedules in the Day View and the Agenda View).
If you only want to view specific resources in your schedule, you may use the resource filter feature. To use the filter, click the dropdown arrow reading All Resources and place a checkmark by the resources you’d like to view in your schedule.
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.
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.
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.
When you click Edit, the window below will appear. Next to each service time and processing time, the assigned resource is shown.
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 firstname.lastname@example.org.