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Create, edit and assign resources with Square Appointments

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Who is this article for?
  • Sellers with general items permissions. Set permissions in the Square Dashboard.
  • Square Appointment Premium subscribers.

    • About resources

    With resource booking (resource management), you can create resources — like rooms, stations, equipment, or chairs — and assign them to your services that require them. When those services are booked, the resources are automatically booked at the same time so that you don’t get doubled booked when a resource is unavailable.

    Before you begin

    • You create, edit, assign, delete and change resources from your Square Dashboard, Square Point of Sale app, or when using Square Appointments on Square Register.

    • If a certain service is available at different locations of your business, you can assign resources to one, some, or all of your locations.

    • Resources can also help you restrict the number of appointments during the same time slot. For example, you might have three staff members available for a luxury spa experience, but you only want to have one appointment at any given time. In this case, you can name your resource ‘luxury spa’, and assign it to the relevant service so only one luxury spa appointment can be booked online for any given time slot.

    • Resource management is not available with a Square Appointments Free or Plus subscription.

    Create a resource

    Square Dashboard

    1. Sign in to your Square Dashboard and click Items & orders > Items > Resources.
    2. Click Create resource.
    3. Choose a name (i.e., massage room) and an optional description.
    4. Select the appropriate business location if you have multiple locations.
    5. Select Save to create your resource.

    A resource can only be assigned to one business location.

    Appointments POS app

    1. Go to your Square Appointments POS app, then tap Items & Services > Resources.
    2. Select Create a resource and enter your resource details.
    3. Tap Save.

    Appointments POS on Square Register

    1. Navigate to Items.
    2. Select Resources > Create Resource.
    3. Enter your resource details.
    4. Tap Save.

    Edit a resource

    Square Dashboard

    1. Sign in to your Square Dashboard and click Items & orders > Items > Resources.
    2. Select the resource you’d like to edit and make your desired changes.
    3. Click Save.

    Appointments POS app

    1. Open the Square Appointment app, then tap Items & Services > Resources.
    2. Select the resource you’d like to edit and make your desired changes.
    3. Tap Save.

    Appointments POS on Square Register

    1. Navigate to Items.
    2. Select Resources.
    3. Select the resource you’d like to edit and make your desired changes.
    4. Tap Save.

    Delete a resource

    Square Dashboard

    1. Sign in to your Square Dashboard and click Items & orders > Items > Resources.
    2. Select the resource you’d like to remove, then click (•••) > Delete.
    3. Click Delete Resource.

    Appointment POS app

    1. Open the Square Appointment app, then tap Items & Services > Resources.
    2. Select the resource you’d like to remove.
    3. Tap Delete.

    Appointments POS Square Register

    1. Navigate to Items.
    2. Select Resources.
    3. Select the resource you’d like to remove.
    4. Tap Delete > Confirm Delete.

    Assign resources to services

    You can assign a resource to a service from your Square Dashboard, Square Appointments POS app or when using Square Appointments on Square Register.

    Based on this assignment, Square Appointments will automatically block off just one available resource to the services that require it when the appointment is made. This resource will not get double booked on another appointment.

    Square Dashboard

    1. Sign in to your Square Dashboard and click Items & orders > Items > Service library.
    2. Select the service which requires a resource.
    3. Toggle on Require a resource.
    4. Select the resource(s) you’d like to assign to the service. When the service is booked on an appointment, one of these assigned resources will also be booked.
    5. Tap Save.

    If you have different variations on a service, you can assign different resources to your variations as well.

    Appointments POS app

    1. Open the Square Appointment app, then tap Items & Services > All Services.
    2. Select the service which requires a resource.
    3. Turn on Resource required for this service.
    4. In the Assigned resources section, tap Select resource and select the resource(s) you’d like to assign to the service.
    5. Tap Save.

    Appointments POS on Square Register

    1. Navigate to Items.
    2. Select All Services.
    3. Select the service which requires a resource.
    4. Toggle on Resource required for this service.
    5. In the Assigned resources section, Tap Select resource and select the resource(s) you’d like to assign to the service.
    6. Tap Save.

    Change resources on appointments

    You can change the resource booked on an appointment from your Square Dashboard, Square Appointments POS app, or when using Square Appointments on Square Register. This can be done when creating a new appointment, right after a resource is automatically assigned, or when editing an existing appointment.

    Square Dashboard

    1. Sign in to your Square Dashboard and click Appointments or Payments > Appointments.
    2. Click Calendar.
    3. Select the desired appointment > click Edit.
    4. Click your service name under _Services.
    5. Select the assigned resource, and change the resource, if other resource options are available in the drop down menu.
    6. Click Save.

    Appointments POS app

    1. Open the Square Appointments app > navigate to your Appointments calendar.
    2. Select the appointment you want to change the resource from > tap Edit.
    3. Tap your service name under Services & Items.
    4. Scroll down to Resources and tap on the resource you want to change > select a new resource.
    5. Tap Save.

    Appointments POS on Square Register

    1. Navigate to Calendar.
    2. Select the appointment you want to change the resource from.
    3. Select Edit Appointment.
    4. Select the service under Services and Items.
    5. Tap on the resource you want to change.
    6. Select a new resource.
    7. Tap Save.

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