Manage Resources

Audience: Vendor

When to use this

Use this when your business depends on physical resources such as:

• bays
• rooms
• chairs
• stations

Where to go

Open:

• /resources

What you can do

• add resources
• edit resource details
• activate or deactivate resources depending on current workflow

Why resources matter

Resources can be part of operational scheduling and prevent overbooking in businesses that need physical capacity tracking.

Steps

1. Open /resources.
2. Add a new resource.
3. Enter the resource name and type.
4. Save the resource.

What happens next

• Resources become available for operational use where resource-aware scheduling applies.
• Some appointment or availability flows may use resource information.

Common issues

I cannot see the resources page

Resources are hidden for some single-provider experiences.

A resource is saved but I do not see it in the appointment flow

Resource usage depends on the business setup and the appointment flow currently in use.

I only need staff, not resources

That is fine. Not every business needs resources configured.

Related articles

• manage-services.md
• create-an-appointment-manually.md