ServEaseDocumentation

Create a resource

Step through the resource wizard — basics, locations, availability, unavailable periods, details, photos, and summary.

Use the resource wizard to add a bookable asset. The flow mirrors the service wizard: section intros, ? help links, and a review step before you save.

Wizard steps

StepWhat you configure
1. Basic informationName, category, description, internal reference
2. LocationsVenue, on-site, and remote locations — the same picker teams use
3. AvailabilityAlways available, or weekly business hours
4. Unavailable periodsMaintenance, repairs, private use
5. DetailsType-specific fields such as seats, capacity, or check-in times
6. PhotosImages customers see, ordered by priority
7. SummaryReview everything before you create the resource

Photos

Photos appear in the customer-facing gallery on the booking pages, in the order you set. Use the first image as the one that represents the resource in lists and cards.

Resource detail page

Open a resource from Resources to manage it day to day:

  • Information — status, category, hours, and unavailable periods;
  • Locations — where this resource can be used;
  • Bookings and Services — where it is already in use.

Unavailable periods

Add unavailable periods by hand when the asset is busy or out of service.

Status values

  • Active — bookable when availability allows.
  • Maintenance — visible to you, not bookable.
  • Inactive — hidden from booking flows.

After saving

Link the resource to the services that should offer it. In the service wizard, set the capacity type to Resource or Team and resource — see Resource-based services.

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