Resources

Resources are the people, places, and things that make your services possible — a massage therapist, a treatment room, a piece of equipment, or a vehicle. Each service is linked to one or more resources so the system knows what's needed to fulfil a booking.


Resource Types

Choose the type that best describes your resource:

Type Examples
Staff A hairdresser, therapist, trainer, consultant — linked to a staff account
Room A consultation room, treatment room, meeting room, studio
Equipment A massage table, camera, projector, power tool
Vehicle A car, van, boat, bike — available for rent
Facility A gym, pool, event hall, workshop space
Asset General reusable items like a tent, sound system, display stand

Each type has its own set of specification fields — see Specifications by Type below.

Resource Behaviour: Operational vs Hub

Every resource behaves in one of two ways:

Behaviour Meaning Example
Operational The resource can only serve one booking at a time. Capacity is fixed at 1. A staff member can only be in one appointment at a time.
Hub The resource has capacity for multiple simultaneous bookings. A yoga studio can host 20 people at once. A pool can have several swimmers.

Some resource types have a suggested default behaviour:

  • Staff, Equipment, Asset — default to Operational
  • Room, Vehicle, Facility — default to Hub

You can change the behaviour when creating or editing a resource.

{info} The behaviour determines which overlap modes are available (see below). A hub without capacity is the same as operational — both allow one booking at a time.

Overlap Modes

Overlap mode controls how bookings interact when they overlap in time. This only applies to Hub resources — Operational resources are always Exclusive.

Mode How It Works Best For
Exclusive One booking locks the entire time slot. No other booking can overlap at all. A treatment room where a patient occupies the whole space.
Shared Session Multiple bookings can share the exact same time window, up to the resource's capacity. The start and end times must be identical. A yoga class where 15 people book the same session.
Rolling Bookings can overlap partially, as long as the total at any given moment doesn't exceed capacity. A parking lot where cars come and go, or a gym where people arrive at different times.

Capacity

Capacity is the number of simultaneous bookings a Hub resource can handle. For example:

  • A room with capacity 5 can have 5 different appointments at the same time
  • A vehicle with capacity 3 can be rented by 3 different customers on the same day (if using Rolling overlap)

Operational resources always have capacity 1 — they cannot be double-booked.

Status

Each resource has a status that controls its availability:

Status Meaning Badge Colour
Available Ready for booking Green
Unavailable Not currently bookable Grey
Maintenance Temporarily out of service (e.g., under repair) Yellow

You can change the status at any time. An unavailable resource won't appear as an option when customers book.

Resource Roles in Services

When you assign a resource to a service (in the Setup Wizard or when creating a service), it plays one of two roles:

Role Customer Sees It? What It Means
Primary Yes (depending on selection mode) The main resource needed for the service. The customer can choose which primary resource they want (e.g., their preferred therapist). At least one primary is required.
Support ("relevant support resource") No A secondary resource that's hidden from customers but still required. The system automatically reserves it alongside the primary and checks its availability too.

{info} Both roles affect availability equally. If a support resource is booked or unavailable, the slot is blocked — even if the primary resource is free.

Here's how this plays out in a real salon:

Service: "60-Minute Haircut & Style"

Resource Type Role Why
Ahmed (hairstylist) Staff Primary Customer chooses their preferred stylist
Styling Chair 1 Equipment Support Hidden from customer, needed for the service
Hair dryer station Equipment Support Hidden from customer, shared equipment

For a booking at 10:00 AM to work: Ahmed must be free, Styling Chair 1 must be free, AND the hair dryer station must be free. If any single one is occupied, the time slot is blocked.

Resource Pools (Interchangeable Support Resources)

When you have several identical support resources, you can group them into a pool. A pool tells the system: "these are the same thing — I only need ONE of them free, not all of them."

Without pools, every support resource must be individually free — which can cause unnecessary blocking. With pools, the system only needs a single member of the pool to be available.

Real-life example — Car Detailing Service:

Your shop has 3 wash bays (Bay 1, Bay 2, Bay 3) assigned as support resources for your detailing service.

Setup What Happens
No pool All 3 bays are reserved on every booking. If Bay 1 is occupied, the slot is blocked — even though Bays 2 and 3 are empty.
"Wash bays" pool Only 1 bay is reserved per booking. If Bay 1 is busy, the system tries Bay 2 — if it's free, the booking goes ahead. The slot is blocked only when ALL 3 bays are busy.

{primary} Use pools when you own several identical interchangeable units (wash bays, salon chairs, treatment rooms, rental cars, machines). Don't use pools when the resource is unique (like a single X-ray machine) or the customer should choose it — that should be a primary resource.

Pools are configured when assigning resources to a service — they're not a property of the resource itself. You set a pool name in the Pool field that appears when a resource is marked as support. See Creating a Service for the full workflow.


Managing Resources

The Resources page at /provider/resources shows all your resources in a table. Each row displays:

Column What It Shows
Name Resource name with its internal code (if set) shown in smaller text
Type The resource type label with behaviour underneath (e.g., "Hub · 10" for a room with capacity 10)
Linked Staff The staff member's name (only for Staff-type resources)
Status Availability status badge
Schedules How many schedules are configured for this resource
Actions Buttons to edit, copy, manage schedules, deactivate, or archive

Search & Filter

Type in the search box to filter by resource name, code, or description.

Inline Creation

Click New Resource — a form appears at the top of the page so you can create without navigating away. The same form is used for editing and copying.


Creating or Editing a Resource

Fill in the following fields:

Field What to Enter
Name A clear name (e.g., "Premium Treatment Room A", "Canon EOS R5")
Type Staff, Room, Equipment, Vehicle, Facility, or Asset
Behaviour Operational or Hub
Capacity (Hub only) How many simultaneous bookings are allowed
Overlap Mode (Hub only) Exclusive, Shared Session, or Rolling
Status Available, Unavailable, or Maintenance
Description Optional notes or description
Image Optional photo

Staff Resources

When the type is Staff, you can link this resource to a staff member's account. The linked staff member will appear in the table row.


Resource Specifications by Type

Each type has its own specification fields that appear when you select the type:

Staff:

  • Speciality (e.g., "Massage Therapy", "Hair Colour")
  • Qualifications (e.g., "CIDESCO Certified")
  • Years of Experience
  • Languages Spoken

Room:

  • Maximum Persons
  • Floor Number
  • Area (square metres)
  • Features (e.g., AC, Projector, Soundproofing)

Equipment:

  • Brand
  • Model
  • Serial Number
  • Condition

Facility:

  • Area (square metres)
  • Maximum Capacity
  • Location (Indoor / Outdoor)
  • Accessibility Features

Vehicle:

  • Make & Model
  • Year
  • License Plate
  • Seating Capacity

Asset:

  • Brand
  • Serial Number
  • Condition
  • Year Acquired

These specifications are for your reference and appear on the resource card.


Copying a Resource

Use the Copy button to duplicate an existing resource. The copy gets the same settings with " (Copy)" appended to the name. This is useful when you have multiple similar resources (e.g., several identical treatment rooms).


Resource Schedules

Schedules define when a resource is available for booking. Each resource can have multiple schedule rules — for example, "Open 9–5 on weekdays" plus "Closed on public holidays".

Click the Schedules button on any resource row to go to its schedule page. See Resource Scheduling for full details on setting up availability windows.


Deactivating & Archiving

You can deactivate a resource temporarily (change its status to Unavailable) or archive it permanently.

  • Deactivate — the resource won't appear in booking options but all data is preserved
  • Archive — removes the resource from active use; requires confirmation if there are upcoming bookings

Archived resources can be reactivated later if needed.


Related Pages

  • Resource Scheduling — configure availability windows and schedules
  • Services — link resources to your services
  • Scheduling — view daily and monthly resource schedules with booking interaction