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Point of Sale Solution Back Office Calendar Resources

September 18, 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 are created as Resource groups with Resource items. A Resource group (for example, "Rental spaces") must have at least one Resource item (for example, a "Grand Reception Hall") and service (for example, "Catering") assigned to it before that service (and its associated resource) can be booked for a customer. Configure your calendar to display appointments by Resource.

Create Resource groups and Resource items related to them 


Resource groups are categories under which you create and align individual Resource items. If it is a single resource you want customers to be able 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 item(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 the Resource item related to the Resource group.
  6. If the Resource item is available for exclusive use at another price, enable Available for exclusive use, 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 a Resource group to a service


A Resources group must be assigned to a service before the resource (and its associated service) can be booked by customers. For more information on how to create a service so you can assign a resource group 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 group to or delete a Resource group 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 group you want to add to the service, or deselect the Resource group you want to delete from the service. Click Save.

    Resources selection dropdown

Edit a Resource group or Resource item


  1. In the Point of Sale Solution Back Office, select Calendar > Resources.
  2. Click the Edit icon next to the Resource group you want to edit – or the Resource group that has the Resource item 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, enable the Inactive.

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

    Delete Resource icon

Book a resource for a customer


Resources, and services associated with them, can be booked for customers by staff in the Back Office Customer Appointments Calendar. If you set up an Online Appointments site, customers can book resources and services for themselves.


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