Config Tab 10: Resources in each Appointment Type

Video for this step

This is the next to last step (the final step is making sure you have providers with available times set up to take the appointments!) and this is where all your prior setup work comes together.  

How does this work?

You've got your Appointment Types and you've got your Resources.  This is the step where we tell the Appointiv booking engine which resources are needed by each Appointment Type.

You can only have one Service Provider.  Selecting "Any" for Service Provider allows any available Advisor who meets the other criteria (location, time etc) to be selected.  You can also select one advisor here so that person is the only one who can take this particular appointment type

You can add as many other Resources as needed.

Steps in our Walkthrough Setup 

Step 1 - Select Accounting under Service

Step 2 - Select Accounting Consultation (60 Min)

Step 3 - Select Advisor under Resource Type 

Step 4 - Leave Any selected under Advisor 

Step 4 - Click the big Plus button on the right side of the Resources banner

Step 5 - Select Rooms as the Resource Type

Click Save