Manage booking resources

Resources are the people, places, and things your bookings need to actually happen — a trainer, a treatment room, a piece of equipment. Linking a resource to a booking product means your page will not let two customers book the same one at the same time.

What you can add as a resource

• Staff Member — employees, consultants, trainers, instructors
• Room / Space — meeting rooms, treatment rooms, studios, event spaces
• Equipment — machines, tools, vehicles, gear
• Other — anything else that needs to be reserved when a booking is made

Add a resource

1. 1

   Open Products, then Resources

   In the sidebar, click Products, then Resources. (Resources only appears once you have at least one Booking product on your page.) Click Add resource.

2. 2

   Give it a name and pick a type

   For example, "Maya — Pilates instructor" with type Staff Member, or "Studio B" with type Room / Space. The available types are Staff Member, Room / Space, Equipment, and Other.

3. 3

   Set capacity

   How many bookings this resource can handle at the same time. Usually 1 for staff and rooms; higher for shared equipment or group sessions.

4. 4

   Add contact details (optional)

   Email and phone are handy for staff resources so you can get hold of them quickly when bookings change.

5. 5

   Save

   Once saved, the resource is available to link to any of your booking products.

Set the resource's schedule

A resource without a schedule has no bookable slots. Open the resource you just created and use the schedule editor to set the days and times it is available — for example, Monday to Friday from 09:00 to 17:00. Use the Weekdays preset for a Mon–Fri shortcut, or build a custom shape if a resource works split shifts or weekends only.

Block out holidays and one-off days

On the same resource page, add an exception for dates this resource is not available — public holidays, training days, leave, or maintenance. Upcoming public holidays appear as suggestions so you can block a national holiday in two clicks. Blocked slots disappear from the customer calendar straight away.

Link a resource to a booking product

Open the booking product from your Products list. In the Resources & Availability card, tick the resources this booking needs. When a customer tries to book a time slot, your page checks every linked resource's schedule and exceptions, plus their existing bookings, before letting the customer confirm.

Group resources together

Resource groups let you bundle related resources — several trainers at the same studio, or a set of interchangeable treatment rooms — and link the whole group to a booking product instead of wiring up each resource one by one.

Open Products > Resources and switch to the Resource groups tab. Click New group, give it a name (this one is just for you), set the Shopper label customers see when they pick, and choose the group type:

• Location — use this when all the resources in the group share a physical place, like "Sandton Studio — all trainers". The group can have an address and contact details that show on the booking.
• Interchangeable — use this when any resource in the group can fulfil the booking equally well, like "Any available treatment room". Good for things like equipment pools and hot desks.

Then pick how the customer interacts with the group when they book:

• Require choice — the customer sees the individual resources in the group and must choose one. Great when the specific trainer or instructor matters to them.
• Auto assign — your page silently picks the first available resource. The customer just picks a time. Ideal for rooms, equipment, or any case where the resource does not matter to the buyer.