Create and manage resource groups

Groups help you organise team members and other resources so they can be easily assigned to services This makes it easier to manage staff changes and gives clients the option to book based on availability or preference

What is a resource?

A resource is any person, team or item that can be used to provide a service This might include:

  • A team member

  • A whole team

  • A room

  • A piece of equipment

Why use groups?

Groups let you:

  • Manage staff coming and going more easily

  • Let clients choose from a group based on availability or preference

  • Organise by department, skill set or location

How to create a group

  1. Go to Settings > Team Members or Settings > Resources

  2. Click the Groups button in the top right

  3. Click + New resource group

  4. Enter a name for the group

  5. Select the team members or resources to include

  6. Toggle Don't show the dropdown for this group to clients to ON, if you want it hidden

  7. Click Create

How to edit a group

  1. Go to Settings > Team Members or Settings > Resources

  2. Click the Groups button in the top right

  3. Click the group name

  4. Make your changes

  5. Click Save

Add a team member to groups via their team member profile

  1. Go to Settings > Team members

  2. Open the team member profile

  3. Scroll down to Associated groups

  4. Select the relevant group(s) from the drop down

  5. Save

Associate a group with a service

Once you’ve created a group, link it to services where needed:

  1. Go to Settings > Services

  2. Click on a service to edit or create a new one

  3. Under Team member and/or resources required, select the group

  4. Click Save

View groups in calendar

When booking or managing resources, you can quickly filter by group in the calendar

  • Click Resources above the calendar to see the drop-down of grouped resources

In the image below, there are two groups - Biokineticists and Physiotherapists.

Learn more