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Point of Sale Solution Back Office Calendar Resources

August 12, 2025

Description

How to create resources, assign them to services, and manage them

What's in this article?

Software Plan: Growth | Pro
 


Resources are places and things like rental space, a sports or entertainment facility, or piece of equipment, that customers can book with the service they purchase. For example, a bike rental company can add an available bike as a resource for the service of a Per Hour Bike Rental a customer reserves and purchases.

Resources must be created and assigned to services before they can be booked by customers. If you wish, you can configure your calendar to display appointments by resource.

Create resource groups and resources related to them 


Resource groups allow you to create a category under which you can create and align individual resources. If it is a single resource you want to book, you will still create a Resource group for it.

  1. In the Point of Sale Solution Back Office, select Calendar > Resources.
  2. Click Add resource group.

    Add resource group button
  3. Enter a Resource group name for the resource(s) that will relate to it. Enter a Session name, or sub-category, for the Resource group. The Session name can be the same as the Resource group name, if you wish. Enter a Description for the group and click Save.

    Enter Resource group window
  4. Click Add resource item.

    Enter resource item button
  5. Enter the Resource item name, Max occupancy and Price for a resource related to the Resource group.
  6. If the resource is available for exclusive use at another price, turn the Available for exclusive use toggle On, enter a Price for exclusive use, and click Save.

    Enter resource item window
  7. Repeat adding resource items until you have added all items related to the Resource group.

    Enter resource item button

Assign or unassign resources to a service


Resources must be assigned to services before they can be booked by customers. For more information on how to create a service so you can assign a resource to it, view how to add a service.

  1. In the Point of Sale Solution Back Office, select Basic Settings > Items > Services.

    Basic Settings Items Services view
  2. Click the Edit icon next to the service you want to add a resource to or delete a resource from.

    Basic Settings Items Services pencil edit icon
  3. Scroll down to the Resources section and from the Choose resources dropdown list either choose the resource you want to add to the service, or deselect the resource you want to delete from the service. Click Save.

    Resources selection dropdown

Edit a resource group or resource


  1. In the Point of Sale Solution Back Office, select Calendar > Resources.
  2. Click the Edit icon next Resource you want to edit.

    Resources edit pencil icon
  3. Edit the resource group details or individual resource item details, or add or delete a resource item.

    Edit Resource window
  4. Click Save.

Deactivate or delete a resource group


  1. In the Point of Sale Solution Back Office, select Calendar > Resources.
  2. To deactivate a resource group so it is no longer available, but not deleted, turn the Status toggle to Inactive.

    Deactive Resource toggle
  3. To delete a resource group, click on the trash can icon.

    Delete Resource icon


For information on how to add a resource to your online appointment site, so customers can book them online, view how to set online settings.

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