Resources

Resources in BookThatApp are used to manage the who (ie. staff), what (ie. equipment), and where (ie. type of room) requirements for particular booking scenarios. On this page, we will describe some of the scenarios where you might want to use resources.

 

Quick links

• How to use resource based capacity on the product page: https://support.zetya.com/hc/en-us/articles/211514426-Setting-Capacity

• Using resources to create bundles: https://support.zetya.com/hc/en-us/articles/360001403776-Bundles 

Booking Scenarios

Example 1: Nail Salon

You run a nail salon and have a technician named Nikki. Nikki is assigned to the Manicure and Pedicure products. Since Nikki can not do both services at once these products have been set to use Resource based capacity (you can read more about product capacity types here).

If Nikki receives a booking for a Manicure on Jan 1 at 9:00 AM, then the Pedicure product will also show as booked out for the same time slot.

Set-Up:

• In the BTA admin, go to Settings-> Resources-> and click the Add Resource button.
• Choose the resource type Staff and enter the name, a description if you would like, and select Save.
• On the product configuration page, select the Manage link found in the Resources section of the page.
• Select the + Resource button, choose the staff resource that you created, and select Close.
• While still on the product configuration page, the basis of Capacity needs to be set to Resource so that you can apply the same resource that you specified in the Resources section of the page.
• Repeat the process of adding the same resource to every product that will share availability.

You are also able to create a resource based on equipment. Since you can have more than 1 of the item equipment resources allow you to set a capacity. Products that share the same equipment resource behave the same as staff and room resources.

 

Example 2: Product Rentals with Limited Equipment

You run a skateboard park and have a set of 10 skateboards. You can rent the skateboards out, or use them for private skateboard lessons that you also offer.

The goal is that if you are out of skateboards for a time slot then you don't want to accept any more bookings for either the rental or private sessions.

Set-Up:

• In the BTA admin, go to Settings-> Resources-> and click the Add Resource button.
• Enter a name for the Resource, a description if you would like, select equipment, enter capacity, and hit save.
• On the product configuration page, select the Manage link found in the Resources section of the page.
• Select the + Resource button, choose the staff resource that you created, and select Close.
• While still on the product configuration page, the basis of Capacity needs to be set to Resource so that you can apply the same resource that you specified in the Resources section of the page.
• Repeat the process of adding the same resource to every product that will share availability.

 

Example 3: One to Many

One to many simply means 1 resource will be able to be applied to multiple bookings that occur at the same time. This configuration allows you to have your Capacity based on Product or Variant and still assign a resource to the booking.

The most common example is the scenario of having a teacher where the class is comprised of attendees from multiple bookings. Another common example is a tour guide that conducts several different types of tours for attendees from multiple bookings. With both examples, once the resource is booked for a particular product it will be able to be applied to other bookings for the same product that start and end at the same date and time.  

Set-Up:

• In the BTA admin, go to Settings-> Resources-> and click the Add Resource button.
• Choose the resource type Staff and enter the name, a description if you would like, and select Save.
• On the product configuration page, select the Manage link found in the Resources section of the page.
• Select the + Resource button, choose the staff resource that you created, and select Close. 
• While still on the product configuration page, ensure that the Capacity is based on Product and set the value equal to the max number of attendees that you allow.
• Select Save.
• Repeat the process of adding the same resource to every product that will share availability.

Example 4: Using Resources to Allow Capacity Based on Location

Through a combination of resources and locations scheduled products can be configured so that each location has its own unique capacity. This setup is perfect for businesses that have several physical locations where the size of the space varies. The approach outlined here will allow you to use a single product to offer event bookings across several locations where the capacities are both unique and independent. 

Set-Up:

• In the BTA admin, go to Settings-> Locations-> and click the Create location button.
• Enter the details for the location and select Save. 
  You can read more on locations below -https://support.zetya.com/hc/en-us/articles/211514266-Setting-Up-Locations
  
• In the BTA admin, go to Settings-> Resources-> and click the Add Resource button.
• Enter a name for the Resource, a description if you would like, select equipment, enter capacity, add the corresponding location that you previously created, and hit Save.
  Note - we recommend naming the location in a way that will make it easy to identify which location it is associated with. 
• On the product configuration page, select the Manage link found in the Locations section of the page.
• Select the Choose a Location field and add all the locations that should be associated with the product. 
• While remaining on the product configuration page, select the Manage link found in the Resources section.
• Select the + Resource button, add the equipment resources that you created using the OR rule,  and select Close.
• While still on the product configuration page, the basis of Capacity needs to be set to Resource. This will add the resources from the resource rule as the basis of capacity. 
• At the bottom of the page, you will find the Schedule section. When you are creating your event schedules you will need to ensure that you specify a location. 
• Select Save. 

 

Storefront Booking UI

You can allow customers to choose their preferred resource as they are choosing the date/time. When a resource is selected the dates and times are updated to reflect when that particular resource is available.

 

Widgets

Edit the widget configuration, check the box under Choices for Resources and select the corresponding resource types to allow customers to choose from:

 

Classic Booking Forms

Important note:
The method described below is only compatible with Staff Resources. Equipment and Room type of resources are not supported by classic Booking Forms.

1. Go to your Shopify Theme Editor and  open the Snippets section
2. Open booking-form.liquid. 
3. Look for the line containing the following code:
   <div class="bta-resource-picker"</div>
4. Remove the {% comment %} and {% endcomment %} lines on either side of the code referenced in step #3.
   
5. Select Save.