Bookeo lets you allocate resources, such as staff members, to your service offerings.
Select the Bookeo product you are using from the list below to find out more.
Bookeo Appointments
This section explains how to assign resources to your services and workshops in a Bookeo Appointments account.
In this section:
Assign resources to your services
After you have set up your resources, for example, your staff (therapist, consultant...) and rooms (massage room, facial room), in your Bookeo account, you have to assign them to each service you offer.
1. Go to Settings>Services offered and additional options
2. In the Choices section, click on a service
3. Go to the Resources tab
4. From the Resources[1] dropdown menu, select:
- this choice is available with all resources, if the service can be performed by ANY member of your staff, in ANY location, OR
- this choice is only available with the selected resources, if this service can be provided by specific resources only. Tick[2] the resources that can provide the service (in the screenshot below, the service can be provided by Angela Walls in Room 2), OR
- this choice is available with all but the selected resources, if this service is provided by all the resources, except from the selected resources. Tick[2] the resources that can NOT provide the service.
Assign resources to your workshops
Once you have created a location (studio, room, city...) and staff (therapist, consultant...) in your Bookeo account, you can assign them to each service and each workshop you offer.
Assign resources to a workshop
1. Go to Settings>Workshops
2. Click on the desired workshop
3. In the General tab, enable the resource type (for example, therapist or location)
4. Save
5. Go to the Schedule tab.
6. Click on a time to assign the resources. If you see "???", it means that resources have not been assigned yet.
7. Select the desired resources from the scroll-down menu, or input new resources by clicking on the Add new button. If you add new locations or new staff, you can define their settings later.
8. Save and Repeat for other times.
Bookeo Classes and Courses
This section explains how to assign resources to your classes, courses, and personal lessons/appointments in a Bookeo Classes and Courses account.
In this section:
Assign resources to classes, courses, and events
If you want to assign resources to classes, courses, or events, you need to enable them first, then add them to the schedule.
Step 1 - Enable staff and room for classes, courses, and events
1. Go to Settings>Classes, courses, events
2. Click on a class, course, or event
3. Go to the Resources tab and tick the checkbox to enable resources for this class, course, or event.
4. Save
Step 2 - Assign room and staff to a class, course, or event
Once you have enabled resources for the selected class, course, or event as described in Step - 1:
1. Go to the Schedule tab.
2. Click on each class/event to assign resources, for example, a staff member and a room. If you see "???", it means that resources have not been assigned yet.
How to assign resources to a weekly class
How to assign resources to an event
How to assign resources to a course
3. You can select the desired resources from the drop-down menu or input new resources by clicking on the Add new button. If you add new rooms or staff, you can define their settings later.
4. Save and repeat for other times.
Assign resources to personal lessons/appointments
You can set which staff member can offer a personal lessons/appointments and in which room.
1. Go to Settings>Classes, Courses and Events
2. Click on a class to open its settings
3. Go to the Resources tab
4. In the Types of resource section, tick the Enabled [1] checkbox to set which types of resources can provide the personal lesson.
5. In the Resources section, from the Resources [2] drop-down menu, select if:
- the personal lesson is available with all resources. It can be provided by ANY member of your staff, in ANY room
- the personal lesson is only available with the selected resources, and tick [3] the resources that can provide the personal lesson
- the personal lesson is available with all BUT the selected resources, and tick [3] the resources that can not provide the personal lesson
6. Save
Bookeo Tours and Activities
This section explains how to assign resources to regular tours, special events, and open schedule tours in a Bookeo Tours and Activities account.
In this section:
- Assign resources to regular tours and special events
- Assign resources to open schedule tours and charters
Assign resources to regular tours and special events
Once you have set up your tours with a fixed weekly schedule and your special tours, you can assign resources to their schedule.
Step 1 - Enable resources for tours/special events
1. Go to Settings>Tours/Activities
2. Click on a tour or special event
3. Go to the Resources tab and tick the checkbox to enable resources for this tour.
4. Save
Step 2 - Assign resources to a tour/special event
Once you have enabled resources for the selected tour, as described at Step 1:
1. Go to the Schedule tab
2. For tours with a fixed weekly schedule, click on a time to assign resources. For Special tours, click on a date for this tour to assign resources.
If you see "???", it means that resources have not been assigned yet.
How to assign resources to weekly tours
How to assign resources to special tours
3. You can select the specific resources from the drop-down menu, or input new resources clicking on the Add new button. If you add new resources, you can define their settings later.
4. Save and repeat for other times.
Assign resources to open schedule tours and charters
You can set which guides or other resources can be assigned to open schedule tours and charters.
1. Go to Settings>Tours/Activities and select an Open schedule tour
2. Go to the Resources tab
3. In the Types of resource section, tick the checkbox [1] to set which types of resources can provide the Open schedule tour.
4. In the Resources section, from the Resources [2] drop-down menu, select if:
- the Open schedule tour is available with all resources. It can be provided by ANY member of your staff, or ANY vehicle or other resource, OR
- the Open schedule tour is only available with the selected resources and tick [3] the resources that can provide the Open schedule tour, OR
- the Open schedule tour is available with all BUT the selected resources and tick [3] the resources that can not provide the Open schedule tour
5. Save