The process for creating a Reservation for a Service is exactly the same, whether that Service has an allocated Resource or not. For instructions on creating a Reservation, see: How do I create a new Reservation?
You do not need to make any extra changes to the Reservation, as the system will calculate and include all Resource allocations for you, however, if you wish, you can make changes using the below steps.
There are two ways to make changes to the Resources allocated when creating a Reservation:
- Automatic Option (recommended)
- Enter Manually Option (allows double booking)
When selecting an available time slot for the Reservation, any allocated Resources will display alongside the Reservation details:
Once the time slot is selected, the SERVICES section will display the allocated Resources. Tap on this if you wish to make changes to the Resource allocation:
Tap on the Resource, and select either 'None' or an alternative Resource - available resources are marked as (available):
When your Reservation is complete, it will appear on your Bookings screen with one entry for the Employee and another entry for the Resource:
ENTER MANUALLY OPTION
Rather than selecting from the available time slots, it is possible to select Enter Manually instead.
If you choose Enter Manually here, you are able to force the system to book a specific time, allocating a specific Resource, for example if you need to double book for any reason
Be mindful when using this option as the system will allow double booking
Once you select Enter Manually, you can tap on the Allocated Resource, and select from any of the Resources in the pop-up
- If you select First Available, the system will scan for availability and present you with a Resource which does not cause double booking
- If you select a Resource, you will be able to force the system to use this Resource regardless of any double booking
If you select a Resource which causes double booking, you will be able to use this Resource, however, the below warning will be displayed: