Creating and configuring resources

What is it and why is it needed?

Resource allocation is an essential aspect of managing your business operations effectively. Resources are needed to ensure that services are provided to clients in a timely and efficient manner. For example, you may have a limited number of stations for performing manicure services, or a limited number of massage rooms. If these resources are not properly managed, it can lead to dissatisfied clients who may leave negative reviews. In order to avoid such situations, it's important to allocate resources appropriately and ensure that there are enough resources available to meet the demand for your services.

MyClients has a unique feature called Resources that helps you avoid situations where you may not have enough equipment or space to provide services to all clients.

With Resources, you can create appointments for service only if there are enough free resources available..

Resources can include anything from rooms and massage tables to technical equipment such as hair dryers.

Assigning resources to services helps you organize bookings from clients in the Appointment Calendar by ensuring that resources are available when needed. For example, if you have a massage room and two massage therapists, you can assign the massage room as a resource to the massage service. This will prevent situations where several clients make appointments for the same service at the same time, during which the massage room is already occupied.

An important aspect of Resources is that they are not visible to clients in the online booking widget.

When you create an appointment, resources assigned to a service are automatically reserved. If a client makes an online booking for a service with assigned resources, a single unoccupied instance of each resource is reserved for the booking.

Resources are always displayed in the Appointment Calendar, and bookings for the same service and time will appear in the schedule for both the employee and the resource.

Creating a new resource

Go to "Settings" > "We Sell" > "Service Resource". To create a new resource, click the "Create" button.

Basic information

• Name
• Description

Attaching resources to the service

Resources will be reserved during recording only if they are attached to services.

Go to "Settings" > "We Sell" > "Service Profile". Click the name of the service to which you want to attach the resource.

"Profile" tab

Resource

• Select the checkboxes of the resources to be attached to the service