Groups are a way to organise team members and resources so that they can be easily referenced in services. This can make it easier to manage staff coming and going, and it can also allow clients to pick an individual from the group based on availability or preference.
In the context of groups, a resource is a person, team, or object that can be used to provide a service. For example, a team member, a room, or a piece of equipment could all be considered resources.
There are several reasons why you might want to use groups:
To make it easier to manage staff coming and going
To allow clients to pick an individual from the group based on availability or preference
To create groups for different purposes, such as department, or skill set
Follow these steps:
Click the Groups button at the top right corner
Click the '+New resource group' button
Enter a name for the group
Select the team members or resources that you want to add to the group
Set the toggle if you don't show the dropdown for this group to clients
Click the Create button
Follow these steps:
Go to the Settings > Team Members or Settings > Resources page
Click the Groups button at the top right corner
Click the name of the group that you want to edit
Make the changes that you want to the group
Click the Save button
This is useful for large teams. Just click 'Resources' from your calendar to view the drop-down:
Once your new Group is created, you need to associate the group with the relevant Services.
Here's how:
Go to Settings > Services
Click on a service to edit an existing one or create a new one
Now, select the group that renders this service under 'Team member and/ or resources required'
Click 'Save'