Adding BOOK-A-SPOT™ assets to services

You can set up your Appointments, Classes, and Events to require BOOK-A-SPOT™ assets. You can also determine whether clients are able to select an asset when they book a service, or if they must book a specific asset.

NoteIf a service set up with both This asset is reserved individually per client and Client is able to choose which asset they would like to reserve selected, an asset required for that service must be added to an asset layout, otherwise the client will be able to book the service without selecting an asset.

    To add assets to an Appointment:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Appointments.
    4. On the Appointments page, create a new Appointment Type or modify an existing Appointment Type:
      • To create a new Appointment Type, click ADD SERVICE under the desired Appointment category.
      • To modify an existing Appointment Type, click the Appointment Type you want to modify. You may have to browse the list, use the Search option, or filter the list to find the Appointment.
    5.  In Advanced Settings, under Assets, select Service requires assets.
    6. From the list, select an asset category. If no assets are configured for your business, a message referring you to the bookable asset creation page is displayed. For more information, see Creating a bookable asset.
      • If one or more specific assets from the selected asset category must be used for the Appointment, select This service requires a specific asset within this category.
        1. Select the checkbox next to assets that can be used for the Appointment. Clear the checkbox next to assets that cannot be used for the Appointment.
      • If any asset from the selected asset category can be used for the Appointment, select This service can use any asset within this category.
    7.  If clients should be able to choose which asset they will use for the Appointment, select Client is able to choose which asset they would like to reserve. If the client should not be able to choose which asset they will use for the Appointment, select Asset is selected automatically and the client cannot change the reservation.
    8. To add another asset type, click the Add asset button and repeat steps 6 and 7.
    9. Click SAVE.

    To add assets to a Class:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Classes.
    4. On the Classes page, create a new Class Type or modify an existing Class Type:
      • To create a new Class Type, click ADD CLASS.
      • To modify an existing Class Type, click the Class Type you want to modify. You may have to browse the list, use the Search option, or filter the list to find the correct Class Type.
    5.  In Advanced Settings, under Assets, select Service requires assets.
    6. From the list, select an asset category. If no assets are configured for your business, a message referring you to the bookable asset creation page is displayed. For more information, see Creating a bookable asset.
      • To reserve one asset for each client, select This asset is reserved individually per client. This option is useful for Classes that require one asset for each client in the Class, such as a stationary bike for a Spin Class. If a Class has been scheduled but no client has been booked into the Class, no asset will be reserved.
        1. If clients should be able to choose which asset they will use for the Class, select Client is able to choose which asset they would like to reserve. If the client should not be able to choose which asset they will use for the Class, select Asset is selected automatically and the client cannot change the reservation.
      • To reserve one asset for the entire Class, select This asset is reserved for the entire class. This option is useful for Classes that require one asset for the entire Class, such as a room for a Yoga Class.
    7.  To add another asset type, click the Add asset button and repeat step 6.
    8. Click SAVE.

    To add assets to an Event:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Events.
    4. On the Events page, create a new Event or modify an existing Event:
      • To create a new Class Type, click ADD EVENT.
      • To modify an existing Event, click the Event you want to modify. You may have to browse the list, use the Search option, or filter the list to find the correct Class Type.
    5.  In Advanced Settings, under Assets, select Service requires assets.
    6. From the list, select an asset category. If no assets are configured for your business, a message referring you to the bookable asset creation page is displayed. For more information, see Creating a bookable asset.
      • To reserve one asset for each client, select This asset is reserved individually per client. This option is useful for Events that require one asset for each client in the Event, such as a stationary bike for a Spin Bootcamp. If an Event has been scheduled but no client has been booked into the Event, no asset will be reserved.
        1. If clients should be able to choose which asset they will use for the Event, select Client is able to choose which asset they would like to reserve. If the client should not be able to choose which asset they will use for the Event, select Asset is selected automatically and the client cannot change the reservation.
      • To reserve one asset for the entire Event, select This asset is reserved for the entire class. This option is useful for Events that require one asset for the entire Event, such as a room for a Yoga Retreat.
    7.  To add another asset type, click the Add asset button and repeat step 6.
    8. Click SAVE.
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