For the resources (rooms and equipment) to be automatically reserved for the duration of a service, they must first be assigned to that service.

You can do this from the service record, both when editing existing services and adding new services.


Tip: You can also assign resources to the services from the resource record and assign a resource to multiple services in the Services module.


To assign resources to existing services:

  1. Sign in as an administrator or a receptionist 
  2. Click services in the left sidebar
  3. Click the name of the service you'd like to assign a resource to:



  4. In the menu on the left, click related resources:

     
    Tip: you can also assign resources by editing a service and going to the advanced section

  5. Click edit in the right upper corner
  6. Click the Select a resource drop-down menu Require to add a resource associated with the service:


  7. If the service requires several resources, you can add them using the and and or operators, by clicking the respective button
    · or - use this operator if any of specified resources can be used
    · and - use this operator if all resources can be used
    You can also use both operators for more complex scenarios
    > Learn more about resource relation types
  8. Once all the required resources have been added, click the save button


To assign resources while adding a new service:


When adding a new service, you can already assign to it all the required resources: 

  1. Follow the adding a service instruction
  2. Click show in the Related resources section:

  3. Click the Select a resource drop-down menu Require to add a resource associated with the service
  4. If the service requires several resources, you can add them using the and and or operators, by clicking the respective button
    · or - use this operator if any of specified resources can be used
    · and - use this operator if all resources can be used
    You can also use both operators for more complex scenarios
    > Learn more about resource relation types
  5. Once all the service details as well as the required resources have been added, click the save service button at the bottom of the page.


Also see:
> Resources - overview

> How to enable the resources add-on

> How to use the resources add-on