Skip to main content

Making Appointments That Require a Resource: Treatment Rooms or Specialised Equipment

  • Updated

Some of your services and treatments need a room or a machine, like an IPL machine. In Simple Salon these are called Resources. Setting them up stops double bookings, because two appointments can't use the same room or machine at the same time.

Setting up Resources

First, add your rooms and machines as Resources. This is done in the Old Look. Click your profile icon at the bottom left and choose Switch to Old Look.

  1. Go to Admin, click the Lists tab, and choose Resources from the Select List dropdown.

    Admin Lists page with Resources selected, showing a list of rooms and equipment

  2. Click New, give the room or machine a Resource Name and a Description of what happens there, then click Save.
  3. Repeat until you've added every room and machine you need.

Assigning Services to Resources

Next, tell each service which room or machine it needs.

  1. Go to Admin > Services and Edit a service that needs a resource.
  2. On the right, tick Requires Resource and click Save.
  3. Click the Resources link that now shows in the service row, then Add Resource and pick the resource from the dropdown. Click Save.

Done! Your service now knows where to go when it's booked. Go through all the services that need a resource and add one to each.

You can add more than one resource to a service. Simple Salon tries the first one, and if that's booked, it moves on to the next one you've assigned.

Booking an Appointment for a Service That Needs a Resource

Book as normal. Click a time slot in an operator column, search for the client, and open Select Services. A service that's set up to use a resource shows an (R) next to its name.

A service in the Select Services list with an (R) marker next to its name

Click Confirm to book it in. The appointment is in the operator's column, and it also holds the resource for that time.

Seeing the Resource Column

To see your rooms and machines, go to Appointments and click Resources in the Operators | Resources switch at the top right. On a narrower window, click More actions (the three dots) and then Resources.

Your Resource columns show as a second layer of your appointment book, and the appointment shows in the column for its resource. To go back, click Operators.

You can also click an empty slot in a Resource column to book straight into it. See Make Appointments Directly into the Resources Column.

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

Related articles