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How do I link a Resource / Resource Type to a Service?

To link a Resource or Resource Type to a Service, edit the Service, by choosing Manage > Services > List

Click the Editicon how-do-i-link-a-resource-resource-type-to-a-service

Click on the Resources Tab

Complete the required fields

TO LINK A RESOURCE TYPE

how-do-i-link-a-resource-resource-type-to-a-service

FieldDescription
NameEnter the name of the Resource Type
TypeFrom the drop down menu, select Resource Type
Customer VisibleSelecting this checkbox enables your Customer to see which Resource or Resource Type they’ve been allocated for this service, e.g. which room they will be in
Resource TypeFrom the drop down menu, select the required Resource TypeHow do I add a new Resource Type?
QuantityEnter the required quantityie this Service may need 2 rooms
Default SelectionSelect if you want this Resource Type to be allocated to the service:- by default (first available), or - if you would simply like to have the option of it being added in upon booking (None)

Click +Add how-do-i-link-a-resource-resource-type-to-a-service

how-do-i-link-a-resource-resource-type-to-a-service

When the Resource Type is added, it will appear towards the top of the window

It can be removed from this Service by clicking Delete how-do-i-link-a-resource-resource-type-to-a-service

TO LINK A RESOURCE ONLY

how-do-i-link-a-resource-resource-type-to-a-service

FieldDescription
NameEnter the name of this Resource
TypeFrom the drop down menu, select Resource to add only a single Resource
Customer VisibleSelecting this checkbox enables your Customer to see which Resource or Resource Type they’ve been allocated for this service, e.g. which room they will be in
ResourceFrom the drop down menu, select the required ResourceHow do I add a new Resource?
Default SelectionSelect if you want this Resource to be allocated to the service:- by default (first available), or - if you would simply like to have the option of it being added in upon booking (None)

Click +Addhow-do-i-link-a-resource-resource-type-to-a-service

how-do-i-link-a-resource-resource-type-to-a-service

When the Resource is added, it will appear towards the top of the window

It can be removed from this Service by clicking Deletehow-do-i-link-a-resource-resource-type-to-a-service

 To link a Resource or Resource Type to a Service, from the Manage Screen, tapServices and select the relevant Service from the List

Scroll down and tap on the Resources section, then tap the '+' icon

how-do-i-link-a-resource-resource-type-to-a-service

TO LINK A RESOURCE TYPE

Tap on the Type field and select Resource Type

how-do-i-link-a-resource-resource-type-to-a-service

Complete the following fields:

how-do-i-link-a-resource-resource-type-to-a-service

FieldDescription
NameEnter the name of the Resource Type
TypeFrom the drop down menu, ensure you've selected Resource Type
Resource TypeFrom the drop down menu, select the required Resource TypeHow do I add a new Resource Type?
QuantityEnter the required quantityie this Service may need 2 rooms
Default SelectionSelect if you want this Resource Type to be allocated to the service:- by default (first available), or - if you would simply like to have the option of it being added in upon booking (None)

Tap Done

TO LINK A RESOURCE ONLY

Tap on the Type field and select Resource

how-do-i-link-a-resource-resource-type-to-a-service

Complete the following fields:

how-do-i-link-a-resource-resource-type-to-a-service

FieldDescription
NameEnter the name of this Resource
TypeFrom the drop down menu, ensure you've selected Resource
ResourceFrom the drop down menu, select the required ResourceHow do I add a new Resource?
Default SelectionSelect if you want this Resource to be allocated to the service:- by default (first available), or - if you would simply like to have the option of it being added in upon booking (None)

Tap Done


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