Changing resources on completed bookings

When using resources, your Dashboard will automatically assign and track your resources for you. However, in some cases, you may need to make a manual adjustment on a booking.

There are two ways to do this. The first option allows you to change resource uses for specific customers, while the second is better for bookings with many customers.

Changing resources by customer

1. Find and open the booking you want to update.

2. Resources will be listed under each booked customer type (or, if assigned to the whole booking, under Booking extras).

   

3. Click the edit icon next to the resource you want to update. From here you have several options:

   • Change how many of the resource is being used.
   • Change which resource is being used by choosing from the dropdown (only applicable if you have multiple resource options per customer type).
   • Remove the resource.

   

4. Click Save.

Notes

• If your update will cause the resource to be overused, you will see a warning. If needed, you can create a resource override to change how many resources you have available.

  

Changing resources on entire booking

You can also use the Reapply resources option, located in the Advanced menu, to change which resources are used on a booking. This method is handy when you have many customers on a booking and don’t want to change each one individually.

1. Find and open the booking you want to update.

2. Open the Advanced menu next to Booking actions, and select Reapply resources:

   

3. Click Change resources and select which resource(s) to use:

   

4. Click the Reapply Resources button.

Changing resources on entire availability

You can also Reapply resources from the Advanced menu in the availability overview to change which resources are used on a booking. This is a quick and easy way to reapply resources to multiple bookings at once.

1. Find and open the availability you want to update.

2. Open the Advanced menu next to Availability actions, and select Reapply resources:

   

3. Select Change resources and select which resource(s) to use.
4. Click the Reapply Resources button.

Frequently Asked Questions

How can I tell if my resources have been updated?

Once you’ve updated your resources, the changes will immediately be reflected under each booked customer type (or, if resources are assigned to the whole booking, under Booking extras).

The details of your changes will also be recorded in the activity log at the bottom of the booking overview.

What happens if I need to rebook after changing resources?

Manual resource changes will not automatically carry over when rebooking. Instead, when rebooking, the system will check for available capacity and resources just as it would for a new booking. However, you can manually adjust resources after rebooking by following the steps above.