Resources: 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 Edit icon 


Click on the Resources Tab

Complete the required fields


TO LINK A RESOURCE TYPE


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 Type
How do I add a new Resource Type?
QuantityEnter the required quantity
ie 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 





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 


TO LINK A RESOURCE ONLY



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 Resource
How 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 +Add 



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

It can be removed from this Service by clicking Delete 

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