How can I have a resource available for multiple appointments?

[WellRoom]

HI - we have 4 chairs for one service and I'm not clear how I can set up resources so that it can book up to 4 appointments and does not get blocked if only 1 books.  

Any help?

[Stacelyn24 · Accepted solution]

To set up resources in Square Appointments so that multiple appointments can be booked for a single service without blocking the resource when only one appointment is made, you can follow these steps:

Step-by-Step Guide to Setting Up Multiple Resources

1. Log in to your Square Dashboard:

   • Go to the Square Dashboard.

2. Navigate to Appointments:

   • Select Appointments from the main menu.

3. Set Up Resources:

   • In the Appointments section, go to Settings.
   • Select Resources & Staff.

4. Add Resources:

   • Click on Add Resource.
   • Create a resource for each of your 4 chairs.
     • For example, name them "Chair 1," "Chair 2," "Chair 3," and "Chair 4."

5. Configure Availability:

   • Set the availability for each chair to match your business hours.
   • Ensure that the chairs' availability does not overlap if they need to be booked separately.

6. Assign Resources to Services:

   • Go to Services within the Appointments settings.
   • Select the service that uses the chairs.
   • Assign all 4 chairs as resources for that service.

7. Booking Settings:

   • Ensure that the booking settings allow for overlapping appointments by assigning multiple resources to a single service.

Example Configuration

• Resource 1: Chair 1
• Resource 2: Chair 2
• Resource 3: Chair 3
• Resource 4: Chair 4

Each chair can be booked independently, allowing up to 4 appointments at the same time for the same service.

Test the Setup

1. Create Test Appointments:
   • Try booking multiple appointments for the same service.
   • Ensure each appointment is assigned to a different chair.
   • Confirm that booking one chair does not block the others.

Additional Tips

• Double-check Resource Availability: Ensure that each resource (chair) has been correctly set up with the right availability to avoid booking conflicts.
• Staff Assignment: If specific staff members are required for each chair, make sure to assign them correctly to manage their schedules effectively.

By setting up each chair as an independent resource, you can allow multiple clients to book the same service simultaneously without blocking the resource for subsequent bookings.  Hope this helps 🙂

[WellRoom]

Thank you SO so much!  I saw the email but did not realize it was coming from the community so i apologize for my delay. This is super helpful!  

[MayaP]

This is amazing @Stacelyn24, thank you for your help! 

[MayaP]

I am glad these tips are helping @WellRoom!

Don't hesitate to reach out if you need anything else. 

[TheDowntownDIY]

Thank you so much for the help. I do not see a way to set up resource availability. Any thoughts?

[Summer2024]

Hi there, @TheDowntownDIY! 

As of September 2024, "Resources" is now found under Appointments > Library > Services > Resources instead of Appointments > Settings > Resources & Staff, where you should be able to set up resource availability. 

I hope this helps! 

[SaltandSugar]

This article is very helpful, but as of Sept 2024, the UI is a little different. 

In step 3, I found "Resources" under Appointments > Library > Services > Resources instead of Appointments > Settings > Resources & Staff (thanks to customer success rep). 

*This feature requires Appointments Premium plan.