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“Resource Booking” Management
“Resource Booking” Management

Book company resources like that exclusive room or equipment

Aydin Asli avatar
Written by Aydin Asli
Updated over a week ago

Losing productivity by wasting time hunting for the right resource or room to complement your booking? Scheduling shared spaces or resource reservations can be challenging.

Yocale’s scheduling software is perfect for booking company resources or that exclusive room or equipment you need to carry out a service. Rest assured that resources are booked fairly, privacy is upheld and booking discrepancies never happen!

For instance, questions we often hear from businesses in regards to room and resource bookings include:

  1. Can I reserve a room by assigning it to an appointment?

  2. Can I link a resource to an appointment or service?

  3. Can I set a resource limit if I have limited equipment?

The answer to all of that is, yes!Let’s visualize some scenarios that “Resources” would be essential in your role:

  1. A service that requires a special type of equipment or can only be performed based on room availability. A prime example of this would be a laser treatment.

  2. If another service provider and yourself work simultaneously and both offer a service that requires a resource. An example would be if both offered micro needling but there is only one machine that can perform this procedure. Assigning the resource to your appointment would reassure it’s accessible for you and your client.

  3. If you are in need of a treatment room. A prime example would be for a physiotherapy clinic or aesthetician salon (i.e waxing appointment).

To avoid booking discrepancies, if a resource limit is reached for a specific time slot, the service will no longer be bookable during that time.

Check this quick video

Resource and Category

You can locate the resource tap by maneuvering over to Business setup on the left side menu:

Within the resource webpage, select Category and Add New Category. Give the new category a name so it’s easy to recognize. Remember to save!

booking category

The Manage Category tab will allow you to name, re-name existing categories and if need to, remove categories that no longer serve you.

Creating Resources

To create a new resource, chose Add a New Resource tab within the same page and create your new resource as the following example illustrates (Don't forget to press Save) :

Once created, you can now associate the resource to the appropriate service and set the number of equipment available in your location(s) by using the “pen tool”:

Edit resources

Once within the edit section> select Manage Inventory:

Here, you can begin editing the number of resources you have in your business location. If you have more then one location, you can set the equipment or inventory available for each one. Similar to how an inventory management system would operate.

  • By choosing "ADD NEW RESOURCE ITEM", you will be able to include a new resource in the location you have selected.

  • By clicking on the trash icon, you have the option to delete the resource from the selected location.

  • The name and description of the resource can be modified by clicking on the pen icon.

Associating Resources

Now that you’ve created the resource and set the number of resources within your business, you can determine the resources required for each service. Select the services that require that resource by checking the box.

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