Creating a Resource and Adding Availability
What is a Resource?
Resources are the hardware, equipment, and tools that need to be reserved in order to fulfill the description of a Service.
To create a resource and add availability, click on your navigation icon, go to Settings and choose the Resources tab. Click the Add New button and add the name of your resource. Click Save. If you have more than one resource unit such as multiple simulators, go to the Units tab and click Create New Unit. Add the unit name, then click Save.
Once you've added all of your units, go to the Availability tab.
How Do I Create Availability for a Resource?
Once on the Availability tab, take the following steps:
- In the left column, click on a day of the week to open the settings options.
- Set your start time and end time for that day. Start time is the beginning of the first appointment of the day. End time indicates the time by which the last appointment must be over.
- In the right column select the Services that are available for your resource. Please note this may be listed as Lessons or Rentals, etc. as this is a custom name field. Repeat this process for each day that the resource is available. Click Save. If each day will have the same available services, you can use the check previous button to recheck your previous selections. Do not choose items that do not require this resource. In the screenshot below, Fittings was left unchecked because this service does not require a simulator bay.
- You can add two different sets of availability on the same day. To do so, select the day and time that you have already created and change the start and end times. Modify your selected services as necessary. Click the Save New button. Make sure you do not click the Save button as this will override your current availability.
- Set Is Required to Yes if the service can only be booked if this resource is available.
- Set Apply to All Units to Yes if you would like this line of availability applied to every unit of this Resource Type (if you would like this line of availability to apply only to the selected resource unit set Apply to All Units to No).
