First, we will cover how to edit a resource on a one time appointment.
First begin by going to the appointment details screen. When a client books an appointment trough the scheduler for a service that requires a resource, the resource will automatically be added to the appointment if the appointment is taking place at the location where the resource is located:
In the Appointment Detail screen you'll have the option to make changes to the appointment details including the resource, you can select to not apply the resource to this specific appointment. First, click the Edit button on the right corner of the screen and select "Do not apply a resource to this appointment":
In the example below I'm looking at an appointment that is part of a repeating appointment series, you'll notice that this appointment has a resource assigned to it:
And just like in the previous you can select to not apply the resource to this specific appointment or to the entire repeating appointment series. To make changes to this appointment click the edit button:
Then select "Do not apply a resource to this appointment" from the dropdown menu next to Resource and click the Save Changes button:
You will then have the option to apply the changes to "Only this appointment", "Following appointments", and "All Appointments", see below for more information on what each option means. In this case I will only apply the changes to only this appointment:
If you decide to not apply the resource for this specific appointment then the resource will be available to take another appointment for the services that requires this resource, if you decide to not apply the resource to the entire repeating appointment series then you will free up the resource for it to be used by other appointments.
- Only this appointment: All other appointments in the series will remain the same, the change you're making only applies to this specific appointment
- Following appointments: This and all following appointments will be changed. Any changes to future appointments will be lost
- All appointments: All appointments in the series will be changed Any changes to other event will be lost