The Resource Groups are selected when setting up a service or when booking an appointment.  The Resource Group contains all of the available resources that can be scheduled at the same time.  You will not be able to use Resources without setting up Resource Groups.

 

To set up Resource Groups, hover over Schedule in the Tool Bar of Envision Cloud, hover over the Schedule Options, and select Setup Resource Groups the drop down menu.

 

 

 

Resource Category

 

Enter the type of resource in this field.  Some examples of categories are Massage Rooms, Pedicure Stations, etc.  After entering all categories, move all resources that can be used for the category you are entering from the "Available" list to the "Assigned" list.

 

Available Resources

 

This list will show you all of your available resources.  These are the resources that you have entered in the Appointment Resources list.  These resources can be used for more than one Resource Category if you use any of the resources you have entered for more than one type of service.  For example, if you use a Room for both massages and facials, you may assign the Room resource to the Massage Room group as well as  the Facial Room group.

 

Resource Category Buttons

 

 

 

 

Assigned Resources

 

This list is a list of the resources that you have assigned to the category that you are adding or editing.  These are all the resources that are available when a service is being booked, that requires the selected "Category" or "Type".  When you set up your services, you select a "Resource".  The "Resource" is one of the Resource Categories.