How-To Guide
Resource Scheduling lets you create resource categories that can be assigned to specific services. Please see below for steps on how to use Resource Scheduling within your dashboard.
Permission Settings
Admins have the ability to create Resource Categories.
Location Managers have the ability to create new resources to associate with services.
Create Resource Category
Navigate to the Manage Business toggle (upper righthand corner) and select Resource Categories
Select Create Category to name your resource and apply resource type
Create New Resource
Navigate to Manage Location tab and select Resources
Name your resource, input a description, apply the category, and select a color to associate with your resource within the calendar view
Associate Resource to a Service
Navigate to Services and select a service
Go to Resources and enable on both parent and child categories
Enable Resource Scheduling
Navigate to Schedule and select Resources to make them available for scheduling
Calendar Functionality
You are able to toggle between Staff and Resources on the calendar view, if desired.
You can view and select appointment times optimized by Boulevard’s intelligent scheduling now. Just click on the calendar, select new appointment, input details and select view times or all times. Best times will provide recommendations based on the best way to optimize the calendar.
Resource Reporting
Navigate to Reports and scroll to Insights → Resource Utilization
Things to Note
Front Desk Tab: resources will appear within appointment cards
