Staff Resources

{info} Link staff-type resources to your team members' user accounts so they can see their own calendar and bookings when they log in.

Overview

When a staff-type resource is linked to a staff member's account, that staff member sees only the bookings assigned to their resource when they log in. This keeps each team member focused on their own schedule.

For example, if you run a salon with three stylists:

  1. You create three resources of type Staff: "Ahmed", "Sara", and "John"
  2. Each has a user account to log into the dashboard
  3. You link the "Ahmed" staff resource to Ahmed's user account
  4. Now when Ahmed logs in, his calendar shows only bookings where "Ahmed" is the assigned resource

{warning} You can only link resources whose type is Staff to a staff account. A treatment room, salon chair, or piece of equipment cannot be linked — those are shared resources managed differently. The resource shows in the dropdown only if it has type Staff and isn't already assigned to someone else.

How It Works

The Staff Resource Allocation page connects two things that already exist in your account:

What Where It's Set Up Example
Staff-type resource Resources page — create a resource and set its type to Staff "Ahmed (Hairstylist)" — a Staff resource
Staff user account Staff page — invite a team member to log in Ahmed's login account ([email protected])

When linked:

  • The staff member's Calendar and Resource Scheduler show only their resource and its bookings
  • Their Bookings list shows only bookings assigned to their resource
  • They can manage these bookings — confirm, complete, reschedule — as their role permissions allow

{info} For this to work, the staff member's role must have its Scope set to "Own bookings only" for the Bookings and Schedule modules. See Roles & Permissions for how to set this.

Allocating a Resource to a Staff Member

  1. From the sidebar, go to Administration > Staff Resources.
  2. Click Allocate Resource.
  3. Choose a Staff Member from the dropdown — these are your invited team members.
  4. Choose a Resource from the dropdown — only unassigned staff-type resources appear here.
  5. Click Allocate Resource.

The staff member can now see and manage bookings for that resource. A confirmation message appears and the allocation shows in the table below.

{info} If you don't see any resources in the dropdown, you need to create a staff-type resource first. Go to the Resources page and create a resource with type set to Staff.

Removing an Allocation

  1. Find the staff member in the table.
  2. Click Remove next to the allocated resource.
  3. Confirm the action in the dialog.

The resource is freed and can be allocated to another staff member. The staff member will no longer see bookings for that resource on their next login.