Overview
The Resources Module is the place to create any item (i.e. office, book, toy, computer, etc) you want your staff to reserve for an appointment. Once created, resources can be reserved using the Appointments Module and attached directly to client appointments, allowing staff to both make a client appointment and reserve the resource needed to complete the appointment.
Assign Permission
A role will need permission to both see and add a resource to the Resources Module. If a role should also be able to edit existing resources, assign the Change permission. If you are unsure as to how to update a role's permissions please visit Change Permissions (Edit a Role).
Add a Resource
- Go to the Resources Module.
- Click Add.
- A new window will appear.
- A new window will appear.
- Enter a number for the resource, such as 001, 002, 003, etc. (Optional)
- Enter the name of the resource.
- Select a default location if the resource is only available at a specific location. If you do not use locations you may skip this step.
- Click Save.