🧩 Using Resources in BookThatApp

Resources in BookThatApp help you manage the who, what, and where for your bookings, for example:

• Who: Staff members (like instructors or technicians)

• What: Equipment (like bikes or nail stations)

• Where: Rooms or spaces

This guide explains how to use resources effectively and shows examples of common booking scenarios.

⚠️ Important: Resources cannot be linked to variants.

Note: Staff resources are the only resource type that have an email address assigned to them. 

🔗 Quick Links

• Using Resource-Based Capacity on the Product Page

• Creating Bundles with Resources

💅 Example 1: Nail Salon

You run a nail salon and have a technician named Nikki. Nikki is assigned to both Manicure and Pedicure products.

Because Nikki can’t perform two services at once, both products use Resource-Based Capacity.
So if Nikki gets a Manicure booking on Jan 1 at 9:00 AM, the Pedicure product will automatically show as unavailable during that same time.

🧭 Set-Up

1. In BTA Admin, go to Settings → Resources, then click Create Resource.

2. Choose Staff as the resource type, enter the name (e.g., “Nikki”), add an optional description, and click Save.

3. On the product configuration page, find the Resources section and click Manage.

4. Click + Resource, select the staff resource you created, and click Close.

5. Still on the same product page, set Capacity to be based on Resource.

6. Repeat for each product that shares this staff member’s availability.

💡 You can also create resources based on equipment. If you have more than one of an item, equipment resources let you set a capacity. Products sharing the same equipment resource will behave just like those using staff or room resources.

🛹 Example 2: Product Rentals with Limited Equipment

You run a skateboard park and have 10 skateboards.
You rent them out individually or use them for private lessons.

If all skateboards are booked for a time slot, you don’t want to accept any more bookings — whether for rentals or lessons.

🧭 Set-Up

1. In BTA Admin, go to Settings → Resources, then click Create Resource.

2. Enter a name and optional description, choose Equipment, set a capacity of 10, and click Save.

3. On the product configuration page, go to the Resources section and click Manage.

4. Click + Resource, choose the resource you just created, and click Close.

5. Set the product’s Capacity to be based on Resource.

6. Repeat this process for every product sharing that equipment pool.

🧑‍🏫 Example 3: One-to-Many Bookings

“One-to-many” means one resource can handle multiple bookings at the same time.
This allows you to base Capacity on Product or Variant, while still assigning a shared resource.

Common examples:

• A teacher leading a class with multiple student bookings.

• A tour guide handling several different group bookings at the same time.

Once the resource is booked for a product, it can still apply to other bookings that start and end at the same date and time.

🧭 Set-Up

1. In BTA Admin, go to Settings → Resources, then click Create Resource.

2. Choose Staff, enter the name, optional description, and click Save.

3. On the product configuration page, go to the Resources section and click Manage.

4. Click + Resource, select the staff resource you created, and click Close.

5. Ensure Capacity is set to Product, and set the value to your maximum number of attendees.

6. Click Save.

7. Repeat for every product that shares this resource’s availability.

🏢 Example 4: Capacity Based on Location

You can combine resources and locations to give each location its own unique capacity.
This setup is great for businesses with multiple spaces of different sizes — for example, offering the same class in two locations but with different capacities.

🧭 Set-Up

1. In BTA Admin, go to Settings → Locations, then click Create Location.

2. Enter the location details and click Save.
   👉 Learn more: Setting Up Locations

3. Next, go to Settings → Resources, and click Create Resource.

4. Enter a name, optional description, select Equipment, set the capacity, link it to the corresponding location, and click Save.

   💡 Tip: Name your resource clearly (e.g., “Studio A – 20 Seats”) so it’s easy to identify.

5. On the product configuration page, go to the Locations section and click Manage.

6. In Choose a Location, add all locations relevant to this product.

7. Go to the Resources section and click Manage again.

8. Click + Resource, select your equipment resources, apply the OR rule, and click Close.

9. Set Capacity to Resource. This links resource capacity directly to the selected location.

10. Scroll to the Schedule section and ensure you specify a location for each event schedule.

11. Click Save.

🛍 Storefront Booking Interface

You can let customers choose their preferred resource (e.g., a staff member or location) when selecting date and time.
When a resource is chosen, available dates and times automatically update to reflect that resource’s availability.

🧱 Widgets

To allow resource selection in your widget:

1. Edit your widget configuration.

2. Under Choices, check the box for Resources.

3. Select which resource types customers should be able to choose from.

🧾 Classic Booking Forms

⚠️ Important: The steps below only work with Staff resources.
Equipment and Room resources are not supported by classic booking forms.

1. In your Shopify Theme Editor, open the Snippets section.
2. Open booking-form.liquid.

3. Find this line of code:

   <div class="bta-resource-picker"</div>
    
4. Remove the {% comment %} and {% endcomment %} lines surrounding that code.
   
5. Select Save.