To use the Resource feature, you have to assign them to your bookable products.
For this, go to the Products page and select a product.
On the Edit Product page, under the Booking & Appointment meta box, find the Resources tab.
Enable the Resource Module by turning it green.
Here’s how the module will look like:
To assign a resource to a product, go to the Resource table. Click the Add/ Link Resource.
Under the Resource Tab, you will find the following settings:
1. Assigning Resources to a product
The Resource Table is where you can add an already-created resource.
Also, you can directly create a new resource by selecting the ‘Add new resource’ option from the dropdown. It will then ask you to give a name to your resource and configure its availability.
You can add it to the service by clicking the ‘Add/link Resource’ button.
Under the Resource Title, you can click the dropdown for the New Resource. You will be displayed all of your resources.
Choose the ones you wish to add:
After adding them, enter the base cost for these resources.
The base cost is the cost for the resource which will be added to the overall cost of the bookable product.
For example, the bookable product price is $100 and the base cost is $20. By adding the resource the cost will be $120.
After clicking the Save Changes button, your resources will be assigned to the bookable product.
2. Label
You can set the label for the Resources Dropdown that will appear on the front-end product page.
For instance, you can label it as ‘Resource to be booked’
3. Resource position
This setting lets you decide whether the Resource will be displayed before the date/time field or after.
When the ‘Before date/time fields’ is chosen, here’s how the Resource will be shown:
When the ‘After date/time fields’ is chosen, here’s how the Resource will be displayed after choosing the date and time:
4. Resources Assignment
You can allow your customer to select the available resource or the resource can automatically get assigned to the service when it is booked.
If you go with ‘Automatically Assigned’, then the customers will not get a choice to select the resource.
They will be automatically applied based on the resource availability allotted to them:
When you go with ‘Chosen by Customer’, the choice for the resources will be given to them:
5. Resources Selection Type
This setting lets you display the resources as dropdown or checkbox options for the customers.
If you choose Single Choice (Dropdown), the customer gets the resources in this manner:
When you choose Multiple Choice (Checkbox), then the customers will get to select the resources as shown here on the front end:
6. Consider Product’s Max Booking
Enabling this setting will ensure that the Product’s maximum booking is considered over the Resource’s available quantity.
For instance, you own a cake business. You have 2 products with the same resource. You wish to consider the product’s maximum booking for one product while not for the other.
You can create your setup as such: Your resource is ‘Cake Baker’. You can set its quantity availability to 2.
To set the Resource’s available quantity, go to Booking & Appointment > Resources > View Resources > Select your Resource > Available Quantity as shown here:
This resource will now be used for your two products.
The first product is ‘Wedding Cake’.
The selected product’s maximum booking can be set by going to the Availability Tab > Maximum bookings.
Since it’s a wedding cake, preparing it will take time. Your resource may only be able to prepare one of them every day.
So, setting the maximum bookings for each day as 1 makes sense.
Next, go to the Resource tab, add your Resource, and enable the ‘Consider Product’s Max Booking’.
In this case, despite your resource’s quantity being 2, your product’s max booking which is 1 will be considered.
Let’s say a customer has decided to go with this product and booked it for 18th April 2023. Here, only 1 booking will be available as shown here:
After this booking is completed, if another customer wishes to book this same product for 18th April 2023, they will not be able to do it with the “Cake Baker resource” because it will no longer be available.
This is because the product’s max capacity 1 was completed with the previous booking.
Now, let’s go with another product ‘Berry Cake – Large.’ The ‘Consider product’s max bookings’ setting will not be enabled for this product.
The resource available quantity will remain the same which was set earlier. It was set to 2.
Let’s say your resource can only make 2 of these large cakes on a particular date. You can thus fill its maximum bookings to 2.
You’ll continue to fill the settings in the Resource tab but this time, you will not enable the ‘Consider product’s max booking’:
In this case, because your Resource’s available quantity is set to 2, the availability of the cake with the resource “Cake Baker” will be shown as 2 on the product page.
A booking for the Berry Cake – Large has been made for 17th April 2023.
If another customer tries to book the cake on the same date, then they will be able to book one because 1 booking is still available as shown here:
In another scenario, a customer tries to book the product Wedding Cake on 17th April 2023 after one booking has been made for Berry Cake- large on the same date (17th April 2023) with the resource ‘Cake Baker’.
The customer will not be able to book the Wedding Cake. That’s because, according to your settings, the Wedding Cake’s product’s maximum booking value of 1 will be considered.
When the customer hovers over this date, a ‘Booked’ message will be displayed:
7. Sort Resources by
Using this setting, you can ensure that the resources are visible to your customers in a particular order on the front end.
You can sort your resources according to these options:
The Default Resources where you have added the resources along with their prices will help you sort them.
Default Resources Table
1. The Default option lets you display the resources in the manner they appear in the table
2. The Ascending option displays them in an ascending order starting from the alphabet A
3. The Menu Order option will display them based on the value order set by you in the Menu of that particular Resource.
Choose the resource by going to Booking & Appointment > Resources > View Resources > Choosing your resource.
Under the Menu Order box, you can enter the value. For resource Tanisha, 1 has been added.
This resource will thus be displayed first in the dropdown on the front end for customers.
For resource Nathan, the entered value is 2. It will be displayed next in the line.
Lastly, for resource Kinjal, the entered value is 3.
Thus, the order in which the resources will be displayed on the front end will be Tanisha, Nathan, and then Kinjal as shown here:
4. Price- Low to High option will display resources from low-priced resources to high-priced resources
5. Price- High to Low option will display resources from high-priced resources to low-priced resources
Thus using these settings you can set your resources according to your needs.