After enabling the Resources add-on and assigning the equipment and rooms to services, resources will be automatically booked when adding appointments - if you add an appointment with a service to which a resource is assigned, it will be automatically booked and the appointment will appear in the resource planner as well.
Adding appointments with automatic resources booking:
- Click appt book in the left sidebar
- Click a time slot in an employee's planner and enter the customer's name, surname and phone number in the Customer section, and the name of the service in the Service section > More on adding new appointments
Tip: In order for appropriate resources to be automatically booked upon choosing a service, they first need to be assigned to the service. > More on assigning resources to services
- After selecting a service with assigned resources, you will see a resources icon and the employee's initials next to the service name. Upon hovering the cursor over the resources icon, you will see a list of assigned resources:
Tip: You can click the resources icon to display the list and introduce changes quickly.
- After introducing all the necessary changes, click add appointment. The appointment will appear in the appointment book, both in an employee's planner and in the assigned resource's planner.