Set up resources: rooms and equipment

Resources are rooms, devices and other things a service needs that cannot serve every appointment at once. Think of two treatment rooms or one laser device. You put them in groups and choose which services need a group. Every appointment then gets a free resource on its own.

Add a group and resources

1. Go to Settings › Planning › Resources.
2. Click Add group. Give the group a Name, such as Treatment rooms, and optionally a Description.
3. Under Needed by these services, click Choose services and tick the services that need a resource from this group. Click Save.
4. Click Add resource. Fill in the Name, such as Room 1, and choose the Group and the Location.
5. Under How many at once, choose how many appointments the resource can take at the same time: a room with one chair is 1, a space with three chairs is 3.
6. Pick a Colour in the calendar and under Availability choose Always available when bookings can be made or Own hours. With own hours, the resource can only be booked within the hours you set.
7. Click Save and repeat for the other rooms or devices.

How many a service needs

Go to Catalog › Services, open the service and go to Resources. Under How many at once, choose how many resources from the group the service needs at the same time. Under When it is needed, choose The whole visit or Part of the service, with a start and a duration. Set differently for a variation gives a variation a rule of its own.

How Saloon assigns resources

• A resource is only used for appointments at its own location.
• Online, Saloon only offers times when enough resources are free. If a location has nothing from the group, the service cannot be booked online there.
• In the appointment, Resources shows Automatic by default: Saloon picks a free one. You can also pick a resource yourself.
• If the resource is taken when you book in the calendar, Saloon asks Resource taken and you can choose Book anyway. Online that is never possible.

Resources in the calendar

In the day view you can show resources as columns of their own next to the team. Open Team & resources and tick under Resources what you want to see. That button is only there on a phone or a tablet held upright: at the bottom right of the calendar, or at the top left in Calendar views. On a computer you cannot show resources as columns. If you drag an appointment to another column of the same kind of resource, the appointment gets that resource. Colour by › Resource colours appointments by resource.

You need the permission Has access to business settings. You set it under Settings › Team members › Permission roles.

Frequently asked questions