Overview
Resources are physical spaces or items that customers can book through your members portal. Examples include meeting rooms, hot desks, parking spaces, coliving rooms, recording studios, or equipment. Each resource has its own name, description, photo, and location. You define how customers can book it, how much they pay, and what rules apply.How to access
Navigate to Inventory → Resources or use the direct link: Manage resources.Resource kinds
Every resource has a kind (eResourceType) that determines its core booking behaviour. Choose the kind that best matches what you are adding.
When to use each kind
- Use Meeting room for any enclosed room with a booking calendar.
- Use Hot-Desk for open-area desks where customers pick a spot within a time window.
- Use Day office for private offices that can be booked daily.
- Use Event space for venues hosting events or gatherings.
- Use Lab for laboratory or workshop spaces.
- Use Kitchen for kitchen or food preparation areas.
- Use Treatment room for wellness or treatment services.
- Use Storage unit for lockers or storage spaces.
- Use Machine for equipment or machinery that can be booked.
- Use Day pass for passes granting access to the space for a day.
- Use Phone booth for private phone call booths.
- Use Studio for recording or creative studios.
- Use Car park for parking spaces.
- Use Other resources for anything that doesn’t fit the categories above.
Resource types
A resource type is a grouping label that determines which rates apply to a resource. All resources of the same type share the same set of prices. For example, you might create separate resource types for “Meeting Rooms” and “Parking” so each category can have its own pricing structure.Creating a resource type
1
Navigate to Resource Types
Go to Inventory → Resource Types and click the ”+” button.
2
Enter the name
Type a descriptive name such as “Meeting Rooms” or “Parking”.
3
Save
Click Save to create the resource type.
Creating a resource
1
Navigate to Resources
Go to Inventory → Resources and click the ”+” button.
2
Choose a resource kind
Select the kind that best matches the space or item you are adding.
3
Fill in the resource details
Complete the fields on the Resource details tab — see the Resource details section below.
4
Configure features and amenities
On the Features tab, check all the features and amenities the resource offers.
5
Set limits (optional)
On the Limits tab, configure booking constraints specific to this resource.
6
Save
Click Save to create the resource. Additional tabs become available for configuring rates, rules, and integrations.
Resource details
The Resource details tab contains the core information about the resource.General fields
Features and amenities
The Features tab lists checkboxes for everything the resource provides. These appear in the members portal so customers know what to expect.Features
Amenities
Web portal and members app
Once saved, each resource gets a Direct link — a shareable URL that takes customers directly to the booking page for that resource.
Location
Set the physical latitude and longitude of the resource using the map picker. This is useful for resources that customers need to find on-site.Rates
Resources can have any number of rates based on:- The type of customer booking (member or contact)
- The time of day the booking starts
- The day of the week
- The duration of the booking
How rates work
- Rates are grouped by resource type — all resources of the same type share the same rates.
- Each rate has a charge period (minutes, hours, half day, day, week, month) and a price.
- Rates can specify minimum and maximum booking durations they apply to.
- Rates can be restricted to specific time slots (days of the week + start/end times).
- Rates can apply only to members or contacts.
Adding a rate
1
Open the Rates tab
Edit an existing resource and navigate to the Rates tab.
2
Add a new rate
Click the ”+” button to add a rate.
3
Configure the rate
- Name — a label for your own organisation (e.g., “Hourly rate - members”)
- Unit price — the amount charged per booking unit
- Charge period — the time unit for the price (minutes, hours, day, week, month)
- Min/Max length — optional booking duration constraints
- Time slots — optional days and times when this rate applies
4
Save
Click Save to create the rate.
Limits
The Limits tab defines booking constraints specific to this resource. These apply in addition to any global limits set at the location level.General limits
Booking time limits
Cancellation fees
No return policy
A no-return policy means the booking time is not refunded if cancelled.Shifts (Hot Desks)
For hot desk resources, you can define shifts — predefined time blocks such as “Morning” (08:00–13:00) or “Full Day” (08:00–18:00). Customers book a shift rather than a specific time range. Shift templates are managed at the location level. When shifts are enabled, customers select from the available shifts when booking.Rules
Resource rules let you apply specific booking limits and restrictions to specific customers, teams, or time periods. They are a powerful way to manage access without creating separate resources.What resource rules control
- Whether a customer or team can book the resource at all
- How far in advance they can book
- How close to the booking time they can reserve
- How often they can repeat bookings
- Cancellation policies and fees
- No-return policies
Adding a resource rule
1
Open the Rules tab
Edit an existing resource and navigate to the Rules tab.
2
Add a new rule
Click the ”+” button to create a rule.
3
Configure the rule scope
- Select which resources the rule applies to
- Select which location
- Choose whether it applies to members only, contacts only, specific teams, or specific customers
4
Set the booking constraints
Configure advance booking limits, late booking/cancellation limits, repeat booking limits, and any cancellation fees.
5
Set the effective period (optional)
Define when the rule becomes active using apply from and apply to dates.
6
Save
Click Save to activate the rule.
Products
The Products tab shows products linked to this resource. Products are items or services sold alongside a resource booking — for example, catering for a meeting room or printing credits for a copy room. See Products for details on managing products.Integrations
Resources can be connected to external services for enhanced functionality.Zoom
Connect a resource to a Zoom account so that every booking automatically includes a Zoom meeting link.- Each resource must be connected to a separate Zoom user account to avoid conflicts when multiple resources are booked simultaneously.
- The Zoom link is included in the booking confirmation email sent to the customer.
You need a licensed Zoom account to use this integration. Connect each resource to a different Zoom user.
Configuring Zoom
1
Open the Integrations tab
Edit a resource and navigate to the Integrations tab.
2
Connect to Zoom
Click Connect this resource to Zoom and follow the OAuth flow.
3
Enable meeting links
Check the option to include Zoom meeting links in all bookings for this resource.
4
Save
Click Save.