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If the service requires its own workstation or includes a treatment device, then you can set up a resource for that particular service to avoid duplicate bookings. You can also setup a workstation for a specific employee. For example, if employees have their own separate rooms/workstations.
How to set up a workstation / resource:
Go to the “Services” tab select the desired service for which you want to set up the workstation.
Click on “Settings” and click on workstation / resource management and “Add group” and “Select workstation”
You can also click to “Create a new workstation” to create different workstations and resources.
You may also add groups of desired resources to the service.
Select the desired workstations for the service and save the settings.
The selected workstations can also be displayed in the booking calendar view. It makes it easier to view the reservation status of workstations. Resource and workstation calendar can be set to be shown also in the calendar view from personal calendar settings.
Video instruction:
Example 1: Several workstations have been set up in the service by the OR -method.
The first room on top is always the primary room where the system primarily seeks to reserve the service. If the first workstation is reserved, the service will be reserved to the next workstation etc...
Example 2: The workstation AND resource have been set up in the service by the AND -method.
How do I assign a workstation/resource to a specific employee?
If an employee has their own room and you want service bookings to be directed there, you can assign a specific workstation/resource to that individual. In this case, bookings will automatically go to that room, and the resource will be reserved only for that person.
Here’s how to do it:
Click "Add workstation."
Enter the workstation name (e.g., Angelica’s room).
Click "Assign only to selected employees."
Under "Assigned employees" select the desired person (e.g., Angelica).
If you wish, select "Show in calendar" to create a separate calendar view for the workstation.
Click Save.
The icon (1) next to the workstation indicates that one employee is assigned to that workstation.
Please note, if the service has other employees who do not have their own assigned workstation:
For example if, only one or two employees have their own rooms, you should create shared workstations for the others to use.
You do not need to assign any employees to shared workstations. By default, they are available to everyone.
This setup allows:
One or more named employees work in their private rooms
Other employees use shared spaces via general workstations
Here's how to remove a workstation / resource
From the "Services" menu, select the service from which you want to remove a workstation or resource.
Click on "Settings".
In the "Workstation / Resource management" section, you will see the installed workstation/resource.
Next to the workstation/resource, click on pencil icon, then click "Remove" to remove the desired workstation or resource.
Remember to click on "Save changes".
Resource calendar view
The selected workstations will also appear in the booking calendar view, if the user has activated it in the personal calendar settings. This makes it easier to check the booking status of workstations when making a booking.
How to make the workstation/resource calendar visible to Salon calendar view:
Go to your personal calendar settings - in the top right corner, next to your own picture, there is a cogwheel. Click on the cogwheel.
Select "Personal calendar settings".
When you scroll down a bit, you'll see "Settings, which affect only your admin calendar view."
Activate "Display calendar for workstations and resources" by pressing the button next to it, to turn it green.
Finally, be sure to press "Save".
Make sure that the workstation visibility is also activated from the resource settings by clicking the pencil icon next to the resource -> "Show in calendar".
This is how your personal calendar will look with resources calendar display activated:
