Create Resources & Assign to Groups

Resources are rooms, stations, or equipment that need to be available for scheduling appointments. It is best to setup your resources if they are shared between employees and you need to track availability of these resources when scheduling appointments. You will need to enter every single room, station, or piece of equipment that is shared and that must be available for booking an appointment. Once you have created your Resources, you will need to assign them to Resource Groups.

To set up your Resources,

  1. Hover over Schedule on the menu bar of Envision Cloud,

  2. Hover over the Schedule Options, and

  3. Select Setup Resources from the drop down menu.

  4. Enter each room, piece of equipment, or station.

ApptResources.bmp

Once you have created your Resources, you will need to assign them to Resource Groups.

The Resource Groups are what is selected when setting up a service or when booking an appointment. The Resource Group contains all of the available resources that can be scheduled at the same time. You will not be able to use Resources without setting up Resource Groups.

To set up Resource Groups,

  1. Hover over Schedule on the menu bar of Envision Cloud,

  2. Hover over the Schedule Options, and

  3. Select Setup Resource Groups the drop down menu.

  4. Enter a name for this group of resources.

  5. Move the individual resources from the Available section to the left over to the Assigned section to the right by clicking once over the resource.

  6. Click the right-facing arrow that will appear between the two sections.

  7. Repeat this for each resource you wish to have as part of this group.

  8. Use the up and down arrow buttons to the right of the Assigned list to change the order of the assigned resources. This is the order in which the resources will be selected or reserved for appointments.

ApptResourceGroups.bmp

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