In this article, you will learn how to add a new resource in the Bookings Module.
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Only those with the Property Manager role can create a new resource |
Contents:
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Overview
Navigate to the Resources catalogue tab and click on "New Resource" in the top right hand corner
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The preview panel on the right hand side will show you what the resource will look like to your end users.
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Location
If you have access to more than one site, choose your chosen site from the drop down provided.
Select the building and level for this site from the drop down provided
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Details
Enter the title of the resource.
Select the type of resource from the dropdown menu.
You can add a custom Type for your resource in the Settings if there are none suitable in the drop down list.
Set the maximum occupancy (pax) for the resource.
If you have more than one building at your site, choose the building from the drop down list. Then, select the level your resource is located on.
Add a description of the resource
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Add an hourly, half-day and full day rate for your resource
Add an hourly after hours and weekend rate, if this is applicable
Add your business start/end hours and half day duration to allow the correct rates to be calculated for bookings
Select how users will be able to pay for this resource by ticking the relevant box(s). You can choose between credit card, invoice or both, credits (if available on your platform) or all three.
You can also choose to exempt this resource from the tax rate that has been set up for your site by ticking the box provided.
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To select the credit card option, you must have a Stripe account connected in the Bookings Settings |
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Invoices will need to be issued from your own invoice system based on bookings made through the platform |
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If you need to adjust the tax rate, currency, or the tax inclusivity setting for your building's resources, please raise a support ticket |
Configurations
Select the configurations, features and shared facilities that are applicable for your resource
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Choose if all bookings for this resource should be automatically approved. If this box is unselected, Property Managers will receive an email when a user requests to book the resource, they can then decide to approve or decline the request.
If you have enabled payment by either credit card or credits, bookings must be approved automatically.
Choose if all users at your site can book this resource or if it should be restricted to a selected group of users, for example, to a specific company, building or role.
If you choose for a select group of users to book this resource, use the pencil icon to edit which users can book.
Press Select Audience
Using the segmentation pop-up, add a segment based on who you would like to be able to book this resource and save the audience. In the below example, this resource will be segmented to those that work at Equiem only.
You can choose whether your audience segment should have the same rates as set in the Rates section or if they will be custom.
If this segment will have different rates, enter them in the pop-up provided and press Save. If they will have the same rates, press Save straight away.
A summary will be displayed. You can continue adding multiple segments of users who will be able to book this resource. Each can have a custom rate, if required.
Continue by selecting Add Another Audience. Use the pencil icon or red cross to edit or remove existing segments as required.
Use the Add Another Audience button to add additional audiences at other sites, if applicable, by choosing your additional site(s) from the drop down list provided.
Additional Settings
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