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How do I create a resource type?

As an admin, learn how to make customized resource types for your organization

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Resource types are categories you can create to group together similar resources and set preferences for those resources. You can customize the availability, visibility, and app display of your resources using types. Your dashboard will have default types included, but you can learn more about how to create your own below.

Creating a Resource Type

To create a resource type, begin by going to the Resources > Resource Types page of your web dashboard, and click on the ‘Add Type’ button in the top right-hand corner.

Step 1: Name & Visibility

On this page, name the resource type. This will help you categorize and provide customized parameters to any resource you assign to this type. You can also update the visibility of said resource types in the app, depending on your organization’s booking preferences.

If you choose to allow the type to appear in the app, the following pages will collect additional details on how you’d like the resource to be displayed in the app. If not, you can click ‘Save’ in the top right corner to finish the process of creating your resource type!

Step 2: Resource Showcase and Selection

On this page, you’ll be prompted to choose between a Gallery and List view in the app. These views provide two different app experiences and may serve different purposes depending on your organization’s operations.

Read the following FAQ for more details on customizing the appearance of your mobile app using Types.

If you select 'List view', you will also be prompted to select whether you'd like your resource selection to be 'Specific' or 'Non-specific'. The 'Non-specific' resource selection type is good for resources where users are not booking a specific resource. E.g. a spot in a lounge.

Step 3: App Placement

Here you’ll be asked about ‘buttons’. Home screen buttons are seen in the app at the top of the page, and they typically prompt users to search for ‘Rooms’ or ‘Desks’. With the Types functionality, you can list any type here as its own button, or house that information under a current button.

When creating new home screen buttons, we recommend you use the same naming scheme for a seamless user experience. You can also choose from a list of icons to help give users further context, and show a bit of personality.

Step 4: Time Selection

Finally, in order for your users to book your resources, you can provide the ability to freely select booking times. With the 'free select' option, you can also edit the availability and time frame in which these resources are bookable.

Alternatively, you can create time slots to provide more structure to booking times. You can create as many time slots in a given day as you like, which can be any length of time and can overlap. Time slots will supersede any service hours. Read the following FAQ to learn more about availability and time settings within your organization.

Finally, hit Save in the top right-hand corner. Now that you’ve created a resource type, you can create/edit resources and attribute the ‘type’ to them. This will help you set parameters and organize your resources for your users!

Note: The order in which the Resources are listed is not customizable. Currently, Optix takes several factors such as availability, capacity, and price when it displays your resources.

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