Services
Resources (Rooms & Equipment)
Resources (Rooms & Equipment)
Define the physical resources your venue needs for services — treatment rooms, styling chairs, specialist equipment — so OpenChair can prevent double-bookings and manage capacity automatically.
Where to find it — Web: Sidebar → Resources (under Manage). Mobile: More menu → Resources (under Team & Ops).
Overview
Resources let you:
- Create named resources with a capacity (e.g. 3 treatment rooms, 2 laser machines)
- Assign resources to services with a required quantity per service
- Prevent double-bookings — OpenChair checks resource availability when scheduling appointments
- Optionally mark resources as directly bookable by customers (e.g. a sauna, tennis court, or float tank)
- View which services are linked to each resource
Note
Resource management requires a PRO subscription. FREE accounts see an upgrade prompt ("Unlock Resource Management") on the resources page. Resource availability is only enforced during booking for PRO venues — FREE venues skip resource checks entirely.
Creating a resource
On web
- Go to Resources in the sidebar (under Manage).
- Click Add Resource.
- Fill in the resource form:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | 2–100 characters. What your team calls it (e.g. "Treatment Room", placeholder: "e.g. Treatment Room") |
| Capacity | Yes | Integer, minimum 1. How many of these exist (hint: "How many of these exist? (e.g. 3 Rooms)") |
| Bookable by customers | No | Toggle. Default: off. When on, customers can book this resource directly — useful for self-service resources like saunas or float tanks. Helper text: "Customers can book this resource on its own (e.g. a treatment room or styling chair)" |
- Click Create Resource.
On mobile
- Go to More → Resources.
- Tap the + button (or Add Resource on larger screens).
- Fill in the form:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | 2–100 characters (placeholder: "e.g. Treatment Room") |
| Capacity | Yes | Integer, minimum 1 (hint: "How many of these exist? (e.g. 3 styling chairs)") |
| Directly Bookable | No | Toggle. Default: off. Helper text: "Can this be booked directly (like a Tennis Court)?" |
- Tap Create Resource.
Assigning resources to services
Link resources to services so they are automatically reserved when a customer books that service.
- Go to Services in the sidebar.
- Open a service for editing.
- Expand the Advanced section.
- In the Physical Resources section, tick the checkbox next to each resource the service requires.
- For each selected resource, set the quantity required using the +/− controls. The quantity is capped at the resource's capacity.
- Save the service.
The Physical Resources section only appears on the service form if your venue has at least one resource defined. Each service can require multiple resources with different quantities.
Tip
A service like "Couples Massage" might need 2 treatment rooms and 2 massage tables. Assign both resources with a quantity of 2 each, and OpenChair ensures all are available before offering the time slot.
How resource availability works
When a customer selects a booking time slot, OpenChair checks whether all required resources are available for the full duration of the appointment (including processing time and cleanup buffer).
The availability algorithm
- For each service in the booking, OpenChair collects all required resources and their quantities.
- For each required resource, the system calculates how many units are already in use by overlapping bookings at that time.
- If
resource capacity − concurrent usage ≥ quantity required, the resource is available. - If any required resource fails the check, the time slot is marked as unavailable.
Example
Your venue has 2 treatment rooms and 3 therapists:
- Two therapists are booked for massages (each using 1 room) at 10:00 AM.
- A third customer tries to book a massage at 10:00 AM.
- Even though the third therapist is free, both rooms are occupied — the 10:00 AM slot is unavailable.
- The customer must choose a different time when a room frees up.
Important: PRO only
Resource availability checking is only enforced for PRO venues. FREE venues skip all resource checks during scheduling — resources are ignored entirely when calculating available time slots, even if resources are defined and assigned to services.
Viewing linked services
To see which services use a particular resource:
On web
The resources table shows each resource's name, capacity, and bookable status. Click Edit on any resource to view or modify it.
On mobile
- Tap a resource in the list (or select it on iPad to view in the side panel).
- The detail view shows a Linked Services section listing all services that require this resource, with the quantity required for each.
- If no services are linked, the section shows: "No services linked" with the hint "Assign this resource to services to prevent double-booking".
Editing a resource
On web
- Find the resource in the resources table.
- Click Edit (pencil icon).
- Update the name, capacity, or bookable toggle in the dialog.
- Click Save Changes.
On mobile
- Tap the resource (or swipe left and tap Edit on phone).
- Update the fields.
- Tap Save Changes.
Deleting a resource
Deleting a resource permanently removes it and unlinks it from all services.
On web
- Click the delete icon (trash) on the resource row.
- Confirm in the dialog: "Are you absolutely sure?" — "This action cannot be undone. This will permanently delete the resource and remove it from any linked services."
- Click Delete.
On mobile
- Open the resource detail view (or swipe right on the resource card on phone).
- Tap Delete Resource in the Actions section.
- Confirm the deletion.
Warning
Deleting a resource is permanent — there is no deactivation or soft-delete for resources. The resource is removed from all linked services immediately. Existing bookings are not affected.
Role access
| Role | Access |
|---|---|
| Owner / Manager | Full access — create, edit, delete resources |
| Staff | View-only — can see resources but cannot create, edit, or delete them |
Platform differences
| Feature | Web | Mobile |
|---|---|---|
| Navigation | Sidebar → Resources (under Manage) | More → Resources (under Team & Ops) |
| Resource list display | Table with columns (Name, Capacity, Bookable, Actions) | Card list with badges |
| Create/edit form | Dialog overlay | Full-screen form |
| Linked services view | Not shown inline | Detail pane shows linked services with quantities |
| Master-detail (iPad) | Not applicable | Master-detail layout — tap resource on left, view details on right |
| Delete confirmation | Dialog with "Are you absolutely sure?" | Confirmation sheet |
| Swipe actions | Not applicable | Swipe to edit (left) or delete (right) on phone |
| Keyboard shortcuts | — | Cmd+N (new resource) |
| Empty state | "No resources defined. Add things like 'Treatment Rooms' or 'Chairs'." | "No resources yet" / "Add rooms, chairs, or equipment to manage availability" |
| PRO gate | UpgradeGate: "Unlock Resource Management" | No explicit gate shown |
Troubleshooting
| Issue | Solution |
|---|---|
| Time slot unavailable but staff are free | A required resource may be fully booked at that time. Check which resources the service requires (Services → edit service → Physical Resources), then check if those resources are in use by other bookings at the same time. |
| Resource not preventing double-bookings | Verify the resource is assigned to the service. Go to Services → edit the service → Advanced → Physical Resources and confirm the resource is ticked. Also ensure your venue is on a PRO plan — FREE venues do not enforce resource availability. |
| Cannot see the Resources page | Resource management requires a PRO subscription. On the FREE plan, you see an upgrade prompt instead of the resource manager. |
| Cannot create or edit resources | Only owners and managers can manage resources. If you are a team member, ask the venue owner to make changes. |
| Deleted a resource by mistake | Resource deletion is permanent and cannot be undone. You will need to recreate the resource and re-assign it to the relevant services. |
| Physical Resources section not showing on service form | The Physical Resources section only appears on the service form if your venue has at least one resource defined. Go to Resources and add a resource first, then return to the service form. |
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Last updated: March 2026