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Resource Type Setup

Create and manage Resource Types to streamline booking defaults and improve reporting.

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

📣 Feature Update (April 2025):

The Resource Types page has been redesigned to provide a smoother, more consistent admin experience, matching our recent updates for better performance and usability.


📝 Overview

Resource Types help categorize physical spaces like fields, rooms, pools, or shelters for easier setup, default booking configurations, and reporting.


📍 Where to Access

Click the arrow to learn where you access the Resource Type Management page

There two ways to access the Resource Type Management page in the software:

  1. In the global search, type in "Resource Types".

  2. Another option is to click on "Calendar" from the top navigation bar and select "Resource Types".

This opens the Resource Type page, where you can add as many types as needed (e.g., Fields, Rooms, Pools, Shelters).

💡 Tip: Resource Types help organize your spaces for both online booking and reporting, but they’re completely optional—create them only if they’ll help you manage your setup more efficiently.


🛠️ Assigning Booking Options

Click the arrow to learn more about assigning Booking Options

💡 Tip: You can assign default Booking Options to each resource type rather than every single resource on your calendar through the Resource Type page.

  1. From the Resource Type page, you can click on an existing Resource Type or create a new one.

  2. You can always override the default booking option on the specific calendar resource itself instead of using the one set at the Resource Type.


💡 Pro Tips

  • ⚠️ Optional Setup - You don’t have to set up Resource Types right away—they're helpful but not mandatory.

  • 🧠 Think in Categories - Name Resource Types by location type (like “Gym,” “Studio,” or “Outdoor”) for easier reporting.

  • 💬 Default Booking = Less Rework - Setting a default booking option at the type level helps streamline bulk resource setup.

  • 📌 Overrides Still Available - Even after assigning defaults, you can customize individual resources later.


❓ Frequently Asked Questions (FAQs)

Click the arrow to view frequently asked questions

Do I need to create Resource Types before I add resources to the calendar?

Click the arrow to see the answer

No. This step is optional but helpful if you want to group and manage resources by type.

Can I change the default booking option for one specific resource?

Click the arrow to see the answer

Yes, you can override the Resource Type default directly on the individual resource setup.

Can I delete a Resource Type?

Click the arrow to see the answer

You can "inactivate" resource types. However, if it is actively assigned to any resources, you will want to update or remove those first.

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