Manage Locations and Resources

What are locations#

Locations are the physical or online places where customers book your classes and appointments. Each location can have its own address, phone number, operating hours, and resources.

If you operate from one place, create one location. Businesses with several branches can create a location for each one.

Create a location#

1. Go to Admin > Settings > Locations.
2. Click New Location
3. Choose Physical space or Online.
4. Enter a Name and, if needed, a Phone number.
5. For a physical space, add an Address. Online locations show “Online” instead of an address.
6. Add at least one space with a name, type, and capacity.
7. Click Create Location.

Add an image to a location#

Add a photo from the location list or while creating a location.

1. Go to Admin > Settings > Locations.
2. Find the location and open its More actions menu.
3. Select Upload Image.
4. Choose an image file from your device. Image files must be under 5 MB.

When creating a location, use Upload in the Photo field instead.

What are resources#

Resources are bookable spaces or equipment that you can attach to a location, class, or appointment service.

Common resource types:

• Space
• Room
• Station
• Equipment
• Chair
• Virtual
• Court, Field, Lane, Pool area, or Other

Add a resource to a location#

1. Go to Admin > Settings > Locations.
2. Find the location and expand it with the arrow next to its name.
3. Click Add Resource or the plus icon.
4. Fill in the resource details, including Name, Type, Where, and Capacity. You can also add a description and image.
5. Click Create Resource.

Create portable resources#

Some resources are not tied to a specific location. The Portable & Virtual section is for portable equipment and virtual rooms.

1. Go to Admin > Settings > Locations.
2. Scroll to the Portable & Virtual section.
3. Click Add.
4. Configure the resource details and keep Location set to Portable / Virtual.
5. Click Create Resource.

The resource remains separate from a specific location until you assign one.

Edit a location or resource#

1. Go to Admin > Settings > Locations.
2. For a location, open its More actions menu and select Edit.
3. For a resource, expand its location and click the pencil icon next to it.
4. Make your changes. Resource details include Capacity; editing a resource also includes Availability and Closures tabs.
5. Click Save Changes for a resource. Save the location form when you finish editing a location.

Deactivate a location#

Deactivation keeps the location in your business while marking it inactive.

1. Go to Admin > Settings > Locations.
2. Find the location and open its More actions menu.
3. Select Deactivate.

To make it active again, open the menu and select Activate.

Archive a location#

Archive a location when you want it out of booking and listing surfaces while keeping it in the system.

1. Go to Admin > Settings > Locations.
2. Find the location and open its More actions menu.
3. Select Archive and confirm.

Archived locations appear in the Archived section and are inactive. To restore one:

1. Find the location in the Archived section.
2. Open its menu.
3. Select Restore.

Restoring leaves the location inactive. Select Activate when you are ready to use it again.

Duplicate a location#

Create a copy of an existing location with all its settings.

1. Go to Admin > Settings > Locations
2. Find the location and click the menu icon
3. Select Duplicate

The new location is created with “(Copy)” added to the name. Edit it to customize the details.

Delete a resource#

Resources are archived from the locations list, so they can be restored later.

1. Go to Admin > Settings > Locations.
2. Find the location and expand it with the arrow next to its name.
3. Open the resource's actions menu.
4. Select Archive.
5. In the Archive room dialog, click Archive.

The archived resource is hidden from booking and can be restored later.