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Create a resource ​

A resource is the bookable unit clients actually reserve — a practitioner, a treatment room, or a piece of equipment. Nothing appears on your booking site until it belongs to a resource with a working schedule. This guide walks you from an empty editor to a saved, online resource with a full weekly availability schedule, using a worked example you can follow field by field.

Start a new resource ​

Open Resources and click the + (Add) button. It doesn't create anything directly — it opens a small menu asking which kind to make:

  • Resources — a standard resource: a person, room, or asset booked for treatments. This is the common case and the one this guide covers.
  • Session — a group session (needs the Sessions module). A session has no Availability tab and no Treatments tab; it has a Fields tab instead.
  • Aggregator — a single listing that pools several standard resources so a client can book "whoever is free" (needs the Aggregates module). Instead of an Availability tab it has a Resources tab where you pick which resources it bundles and their priority order, and its Profile tab adds a Limit suggestions toggle.

Choose Resources to open the full-screen editor on the Profile tab.

Fill in the Profile tab ​

Give the resource its identity. For our worked example we are adding a physiotherapist:

  • Title — optional, e.g. Dr. (max 50 characters).
  • First name — Elena (max 50).
  • Last name — Fischer (max 50). This is the only name field that is required — you can't save without it.
  • Slug — auto-fills to elena-fischer from the name. It's the last part of this resource's direct booking link, so you may want to shorten it to elena. Letters, numbers, hyphens and underscores only.
  • Color — pick a colour (default blue) used for this resource's appointments in the scheduler.

Next to the status switch you can also set Dependencies — other standard resources this one depends on. Leave it empty for Elena.

Below the name row you can add per-language Texts, Images, an Attributes table (defaults such as max future booking days, cancellation rules, and — when Payments is on — a VAT rate), and Tags. Leave these at their defaults for now. At the top of the tab the status switch reads Resource is offline; leave it off while you finish the schedule.

Build the weekly schedule on the Availability tab ​

Open the Availability tab. It's a grid where each row is one rule: tick the weekdays it applies to (Mo Tu We Th Fr Sa Su), set Starts at and Ends at (times snap to 5-minute steps), choose the Appointment types (Physical, Video, or Physical & Video), and set the Applicable from / to dates. A brand-new rule defaults to Mon–Fri, 08:00–17:00, Physical, starting today.

To model a working day with a lunch gap, use two rules for the same days — the gap between them is simply not bookable. For Elena, working weekdays with an hour off at noon:

Rule 1 — morning

  • Days: Mo Tu We Th Fr ticked; Sa, Su clear
  • Starts at 09:00, Ends at 12:00
  • Appointment types: Physical
  • Applicable from: today (leave the far-future to date as-is for an open-ended schedule)

Click + to add a second rule:

Rule 2 — afternoon

  • Days: Mo Tu We Th Fr
  • Starts at 13:00, Ends at 17:00
  • Appointment types: Physical & Video
  • Applicable from: today

The result: bookable 09:00–12:00 and 13:00–17:00 on weekdays, with 12:00–13:00 closed. The resource's overall scope is taken from the union of its rules, so because Rule 2 allows video, Elena's page will show a physical/video toggle where video is offered.

Offer treatments ​

Open the Treatments tab and tick each treatment this resource performs. For every ticked treatment, the Show duration and Show price checkboxes control whether that treatment's card on the booking site displays its length and cost — for example, show duration on both a massage and a consultation, but show price only on the consultation. Drag to reorder how they list. The Default navigation to first treatment switch at the top of the tab sends clients straight to the first listed treatment instead of showing the full list.

Configure checkout fields, calendar sync, and out-of-office ​

Standard resources (and sessions) have a Fields tab where you tick which checkout fields the booking form asks for and drag to reorder them.

Standard resources also have two tabs this worked example doesn't need but you should know about:

  • Integration — connect the resource's Exchange or Google calendar so appointments sync automatically. See Microsoft Exchange Calendar and Google Calendar for the connection steps.
  • Out-of-office — an Out-of-office is on/off switch plus a Start date and End date block the resource from bookings for that period; turn on Display message to show clients a custom message during that time.

Save and see it on the booking site ​

Set the status switch to Resource is online and click Save in the toolbar. Closing without saving discards everything.

The resource now has a direct booking link at <your booking URL>/<slug> (e.g. .../elena), and it appears in the catalogue of any booking template whose Resources tab includes it. Clients pick the resource, choose a treatment, then see live slots computed from the availability rules you just built — with the lunch hour cleanly absent.

Standard resources need no extra module. Sessions require the Sessions module and aggregators require the Aggregates module. Price and VAT fields on a resource appear only when the Payments module is enabled for your organisation.