Managing appointments isn’t just about helping your client find the perfect time—it’s about ensuring you have the right people, rooms, and equipment you need to serve your client best. We’re excited to introduce
Resources
, a powerful new feature in Apptoto that helps eliminate resource scheduling conflicts and ensures every appointment has what it needs.What are Resources & How Do They Work?
Resources
are any assets you need to run an appointment successfully (above and beyond your time). Most commonly, resources are rooms/locations, equipment, or ancillary staff members, but with Apptoto, you can create whatever resources you see fit. 
For example, if a patient schedules an appointment with their doctor, they'll also need an exam room and a nurse. When an account executive meets with a prospective client to finalize a sales agreement, they book one conference room. In these examples, the exam room, the nurse, and the conference room are all "Resources."
Let's say you create a "Conference Room" resource like the example above. Your building has five conference rooms, each with its own calendar. You sync all five calendars with your "Conference Room" resource. For someone to book a meeting with you on your booking page, at least one conference room must be available.
- If all conference rooms are in use at the same time, that appointment slot will not be available.
- If at least one of the five conference rooms is available, that time can be booked. Apptoto will assign a resource (if more than one is available) and block the appointment slot on the resource's calendar moving forward.
Key Benefits
✅
Prevent Scheduling Conflicts:
Ensure all required resources are available before an appointment can be booked.✅
Automate Resource Management:
No more manual coordination—Apptoto assigns resources automatically.✅
Improve Client Experience:
Reduce reschedules and last-minute adjustments due to resource limitations.How to Get Started
- Navigate to Settings > Resourcesto set up resources your business requires at the account level (aka "pre-defined Resources"). This is useful if multiple booking pages require the same resources.
- Go to Booking Pages > Resourcesto assign pre-defined resources to each booking page (or create booking page-specific resources if you don't want to use account-level resources).
- Apptoto will check the calendar owner's availability and resource availability before showing an appointment slot as available. Once an appointment is booked, the assigned resource calendar will be blocked from further bookings.
Need more detailed instructions or inspiration?
Check out our help articles and latest blog post:
- Resource Scheduling Ensures Every Appointment Has What It Needs (Blog Post)
- Resources – Learn how this feature works.
- Managing Resources – Set up and sync resources with your booking pages.
Try It Today!
Simplify your scheduling process and eliminate resource conflicts. Get started with Resources today!