Resource Management, Capabilities and Service Management

1. Resource Categories

• Purpose: Tracks resource availability (e.g., rooms or equipment) to prevent scheduling conflicts.
• Setup Process:
  1. Access the "Configuration" menu.
  2. Expand "Services" and navigate to "Resource Categories."
  3. Right click in the Resource Category screen.
  4. Add a category, name it, and optionally provide a description.
  5. Configure if resource selection is mandatory during bookings.
  
  

2. Assigning Resource Categories to Services

• Purpose: Links specific services to resource categories for seamless appointment scheduling.
• Steps:
  1. Navigate to "Services" under "Config Management."
  2. Right click on a service and select Resource Category.
  3. Assign the relevant resource category to the service.
  4. Save the changes.

3. Capabilities

1. Purpose: Manages employee skills (e.g., waxing, cutting) to ensure services are assigned to qualified staff.

1. Navigate to "Services" under "Config Management."
2. Double click on "Capabilities".
3. Right click on the Capabilities screen, and add "New Capability.
4. Navigate to "Services" under "Config Management."
5. Right click on a service and select "Capabilities.
6. Assign the relevant Capability to the service.
7. Repeat for all services and save the changes.

4. Series Management

• Adding a Series:
  1. Navigate to "Services" under "Config Management."
  2. Double click on your chosen service and navigate to the series tab in the heading menu.
  3. Name your series, add quantity, choose effective from date, price/discount and expiry.
  4. Save changes
• Deactivating a Series:
  1. Navigate to "Services" under "Config Management."
  2. Double click on your chosen service and navigate to the series tab in the heading menu.
  3. Remove the tick from the active box.
  4. Save changes