Link resources to a service
Say which room or device a service needs. Saloon then picks a free resource itself and only offers times when enough are free.
Resources are rooms and devices, such as treatment rooms or a laser. You put them in groups under Settings › Planning › Resources. On the service you choose which group it needs, how many at once and when.
How it works
- Every appointment with the service gets a free resource from the group automatically. In the calendar your team can also pick a resource on the appointment instead of Automatic.
- Online, a time is only offered when enough resources are free. The client does not choose a resource.
- If a location has no resource from the group, or too few, clients cannot book the service there online. In the calendar Saloon first asks whether you want to book anyway. The service window warns you about this on Resources.
Link a resource
- Go to Catalog › Services in the menu and open the service.
- Choose Resources. You see your groups, with the resources in each.
- Tick the group the service needs.
- If the group has more resources and not every one will do, tick only the ones that may under Which resources. Leave Any of the group on and Saloon picks from the whole group.
- Under How many at once, set how many resources from the group the service needs at the same time, from 1 to 10.
- Under When it is needed, choose The whole visit or Part of the service. For a part, enter under From how many minutes after the start, and under For how long choose Until the end or A number of minutes.
- If the service has several variations, under For which variations choose All variations or one variation.
- Click Save.
The whole visit means the whole appointment, including the service's buffer time before and after. Choose Part of the service when a device is only needed for a while, for example a sauna for the first 20 minutes.
A different rule for a variation
If one variation needs more or less, click Set differently for a variation under the group and set a rule of its own for that variation. You can only choose a variation once the service with that variation has been saved. The bin icon (Remove this rule) takes an extra rule away again.
No groups yet
If you have no groups yet, click Add group and create one, for example Treatment rooms with the rooms in it. For this you need the permission Has access to business settings. For the service itself you need Can create or edit services in the catalog. You set permissions under Settings › Team members › Permission roles.
Frequently asked questions
Does every service need a resource?
No. If you tick no group, the service needs no resource and only a free team member counts.
Can a service need one particular resource?
Yes. Tick the group and choose that one resource under Which resources, for example only the treatment chair. If it is taken, the time is not offered, even when another of the group is free.
Can a service need more than one group?
Yes. Tick more groups, for example a room and a device. Each group gets its own rule.
Can a client choose a room online?
No. The client only sees whether a time is available. Saloon picks a free resource itself.