Square Appointments: How to view free resources or view Calendar by resource

Hi, I am starting with Square appointments and run a health clinic with 18 therapists in a single location and 7 rooms (setup as Resources). We want to use Square Appointments to book therapists to rooms but are struggling to get the calendar view to work for us. The problem is that it is not clear what rooms (Resources) are free from the calendar view so when clients call our receptionist, finding a free room is a nightmare. We are used to a paper A4 diary with columns for the rooms.

PS. All booking are made by our receptionist, using a web browser on a PC and don't have online booking enabled yet until we can get this part working.

 

Are we missing something here?

Is there a way to view Resources used by date, or report on them somehow?

 

Many thanks in advance to anyone who can help us with this x

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Hi @Rose10, thanks for your post and welcome to the Seller Community 🙂 

 

Have you assigned your rooms/resources to services? If not that may be the way to go. 

 

When those services are booked, the resources are automatically booked at the same time so that you don’t get double booked when a resource is unavailable. You can also view which resource is booked out for the service from the appointment details.

 

I will leave some details on setting that up here. 

 

We don't have reporting features for Resources at this time, the current reporting options include measuring your team members or business performance and viewing real-time performance metrics for retention and pre-booking. 

 

This would be considered a feature request, which you can submit to our Appointments teams here. Please be sure to include some details about how you'd use this in your business day-to-day - it really helps highlight why a given feature request should be prioritised. 
 

 

Breffni
Community Moderator, Ireland, Square
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