Groups are a way to organize 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.
What is a resource?
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.
Why use groups?
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 location, department, or skill set.
To delete groups that you no longer need.
How to create a group
To create a group, follow these steps:
Go to Setting - Team Members or Settings - Resources.
Click the Groups button at the top right corner.
Click the + Add button.
Enter a name for the group.
Select the team members or resources that you want to add to the group.
Click the Create button.
How to edit a group
To edit a group, 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 Create button.
Tips
You can add multiple team members or resources to a group.
You can create groups for different purposes, such as location, department, or skill set.
You can delete groups that you no longer need.
You can disable the option for clients to choose a member or resource when booking the service, and rather just see the next available resource
Associating Groups with Services
Once your new Group is created, you need to associate the group with the relevant Services. To do this, got to Settings - Services, edit or create a new service, and select your group in "Serviced by".
An example would be a group called "Therapists", in this group we have three Team Members - Paizlee, Peter and Percy Perfect.
When creating a Service, you have the option of allocating the service to the Group, or an individual; assigning to an individual is useful for small teams, or in cases where certain services are unique to a team member, below we associated the group "Therapists" to "Follow Up Consultation" and "Individual Therapy"