Config Tab 6: Resources – Appointiv

Video for this step

Resources are the things that need to be available before an appointment can be booked via the webform or by your internal users. Resources can be people like Service Providers or assets like Rooms, equipment or whatever else you need to include in your appointments. The system is flexible enough to add as many or as few resources as you require. As always, fewer is better so try to use the minimum possible.

Resources are grouped into Resource Categories so you always create new Resource Categories first followed by Specific Resources & People.

Steps in our Walkthrough Setup

In this example we assume you have Service Providers and a Rooms to use in your appointments.

Step 1- Create a Resource Category called Advisor. Choose Human Resource(Service Provider)in the dropdown menu when creating the category.

Step 2- Create a second Resource Category called Room. Choose "Non-human Resource" for this category

Step 3- Click on the word "Room" in your resource list. This link will open a box to create "Specific Resources" Here, you will create your actual rooms. Let's make one called Room 1 and another called Room 2. Notice that because these are physical resources they need to be associated with a Location so make them associated with Main Office.

Notes on Resources for more experienced users:

Specific Resources: Each Resource Category must have at least one “Specific Resource.” A red zero in the Total Resources column will warn that you need to add Specific Resources.

Overbooking Limit describes how many appointments can be booked using that single resource at the same time. This can be very useful for shared resources, generic resources or for overbooking. More on Overbooking here.

Specific Resources

These are non-human resources. Access these by clicking the Resource Category Name and then adding or editing them.

Remember that Specific Resources are tied to specific locations as seen on the dropdown in their edit table.

Pro Tip: If you have multiple locations, it may make sense to call out the location in the resource name. ie. Room 1 (Sydney)

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