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Getting Started with Resources

Overview

Resources are the physical spaces, equipment, and assets that your business uses to deliver services. They help you manage capacity, schedule appointments efficiently, and ensure you have the right facilities available for each service.

What are Resources?

Resources represent the tangible elements needed to run your pet care business. They can be physical locations like rooms or kennels, or movable assets like vehicles and equipment.

A resource can also be a standalone schedule. It is booked like a team member, but it is not a person: it has no login, phone number or email, only working hours and a capacity. A home daycare that runs meet and greets on Tuesday to Thursday afternoons can create a "Meet and greet" resource for them. On the calendar each resource is its own column (Group By > Resource), so meet and greets, daycare and boarding sit side by side, meet and greets never use daycare capacity, and you can block one resource over a holiday while the others stay bookable.

Key Benefits

  • Capacity Management - Track how many pets can be accommodated

  • Efficient Scheduling - Ensure resources are available when needed

  • Service Assignment - Match services to appropriate resources

  • Working Hours Control - Set when resources are available

  • Blocked Time Management - Handle maintenance and downtime

Resource Types

There are three types of resources: Location, Asset and Service Schedule.

Location Resources

Physical spaces where services are performed. A Location can have an address, which is optional.

Examples:

  • Kennels and boarding rooms

  • Grooming stations

  • Training rooms

  • Play areas

  • Reception areas

Features:

  • Optional address

  • Capacity limits

  • Working hours

  • Service eligibility

Asset Resources

Movable equipment and vehicles used for service delivery.

Examples:

  • Pet transport vehicles

  • Mobile grooming vans

  • Equipment carts

  • Portable training tools

Features:

  • No fixed address required

  • Capacity limits

  • Working hours

  • Service eligibility

Service Schedule Resources

A schedule that is booked like a team member but is not a person, place or piece of equipment. It has working hours and a capacity, and no address. Use it for a separate calendar, such as meet and greets. Schedule Setup calls these shared calendars.


Creating a Resource

To create a new resource, go to Resources and click "Add New" → "New Resource", or use the direct link: Create New Resource.

Quick Access Links

You can open resource forms directly using these links:

  • Create New Resource: https://business.petboost.com/resources?action=create

Benefits:

  • Bookmark creation forms for quick access

  • Share direct links to specific resource forms

  • Connect with external facility management systems

  • Browser back/forward navigation works naturally

Step 1: Basic Information

Resource Creation - Basic Info
  1. Click "Add New" → "New Resource" from the Resources page, or use Create New Resource

  2. Enter a Resource Name (e.g., "Kennel 1", "Van 1", "Grooming Station A")

  3. Select the Resource Type:

    • Location - For fixed spaces (kennels, rooms, play areas)

    • Asset - For movable equipment (vehicles, carts, tools)

    • Service Schedule - For a standalone schedule, such as meet and greets

  4. Optional: upload a Photo (same 1:1 crop as a team member photo)

  5. Optional: set Calendar Colour (Optional) - used when Colour Mode is Resource

  6. Add an optional Description to explain the resource's purpose

💡 Tips for naming:

  • Be descriptive - e.g., "Large Dog Kennel", "Mobile Grooming Van"

  • Use consistent patterns - e.g., "Kennel 1", "Kennel 2", "Kennel 3"

  • Include capacity hints - e.g., "Small Dog Kennel (Max 2 pets)"

Step 2: Details

Resource Creation - Details

Set up the resource's specific details:

For Location Resources:

  • Address - Physical location where the resource is located

  • Capacity - Maximum number of pets that can be accommodated

For Asset Resources:

  • Capacity - Maximum number of pets the asset can handle

  • Description - Additional details about the asset

Capacity Guidelines:

  • Small spaces (individual kennels): 1-2 pets

  • Medium spaces (play areas): 4-8 pets

  • Large spaces (group areas): 10+ pets

  • Vehicles: Based on vehicle size and safety regulations

Step 3: Working Hours

Resource Creation - Working Hours

Set when the resource is available for use:

  1. Working Hours Template - Choose from:

    • Business Hours - Follows your business operating hours

    • Custom Hours - Set specific hours for this resource

    • 24/7 Available - Resource is always available

  2. Special Dates - Set different hours for a specific date or date range if needed (Working Hours → Special Dates → New Special Dates)

Common Scenarios:

  • Kennels - Often available 24/7 for overnight stays

  • Grooming Stations - Follow business hours

  • Play Areas - May have restricted hours for noise control

  • Vehicles - Available during business hours only

Step 4: Assigned Services

Resource Creation - Assigned Services

Assign which services can use this resource:

  1. Select Services - Choose from your available services

  2. Service Matching - Consider:

    • Kennels → Boarding, Daycare services

    • Grooming Stations → Grooming, Bathing services

    • Play Areas → Exercise, Socialization services

    • Vehicles → Transport, Mobile services

💡 Best Practice: Only assign services that logically match the resource type to avoid scheduling conflicts.


Managing Resources

Go to Resources to view and manage all your resources.

Viewing All Resources

Resources List View

The Resources page shows all your active resources with:

  • Resource name and type badge

  • Capacity information

  • Status (Active/Inactive)

  • Address (for Location resources)

  • Description

Use the search bar to find resources by name, type, address, or description.

Resource Detail View

Click "Manage" on any resource to access detailed information across multiple tabs:

Overview Tab

  • Resource summary and key information

  • Quick stats and status

Details Tab

  • Basic information and settings

  • Address and capacity details

  • Resource properties

Services Tab

  • Which services can use this resource

  • Service eligibility management

  • Add/remove service assignments

Capacity Tab

  • Current capacity settings

  • Capacity utilization tracking

  • Capacity management tools

Working Hours Tab

  • Current working hours schedule

  • Special Dates (temporary date-range schedules)

  • Availability calendar view

Blocked Times Tab

  • Maintenance schedules

  • Unavailable periods

  • Blocked time management

Editing a Resource

  1. Click "Manage" on any resource

  2. Navigate to the appropriate tab (e.g., Details, Services, Capacity, Working Hours)

  3. Make changes to the relevant settings

  4. Changes are saved automatically

⚠️ Important: Changes to resource settings affect future appointments. Existing bookings are not automatically modified.


Resource Management Best Practices

Naming Conventions

  • Use clear, descriptive names

  • Include capacity information when helpful

  • Maintain consistent patterns across similar resources

Capacity Planning

  • Set realistic capacity limits based on space and safety

  • Consider pet size and temperament when setting limits

  • Review capacity regularly as your business grows

Service Assignment

  • Only assign services that logically match the resource

  • Consider service requirements (equipment, space, etc.)

  • Avoid over-assigning services to prevent conflicts

Working Hours

  • Set appropriate hours for each resource type

  • Use overrides for special circumstances

  • Consider maintenance and cleaning time


Archive a resource

Archiving a resource removes it from new bookings. There is no "Move to [name] & archive" path on a resource. If appointments still sit on it, resolve them first.

  1. Open the resource from Resources

  2. Select Archive Resource

  3. If appointments block the archive, the dialog title is Resolve Blocking Appointments. The step heading is Resolve Appointments

  4. Choose Cancel or Void for the appointments that must move off the resource

  5. Tap Select Appointments to Cancel or Select Appointments to Void, then tap Cancel {n} Appointment(s) or Void {n} Appointment(s)

  6. Tap Continue to Archive

  7. Confirm Archive Resource. The dialog title is Archive "{name}"


Next Steps

Resource Management

Service and Team Configuration

Customer and Appointment Management

Settings and Configuration

Troubleshooting Navigation

Common Issues and Solutions

"Resource not appearing in appointment creation"

"Capacity issues with resource"

"Resource conflicts in scheduling"

Documentation Sections


Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.

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