Three schedule types: which one to use?
The first choice to make when setting up a new SuperSaaS schedule is which type of appointment schedule to use. The process of scheduling an appointment differs greatly from one business to the next. SuperSaaS offers three different schedule types to allow you to pick one that matches your particular needs. The three schedule types are known as the Capacity schedule, Resource schedule, and Service schedule. The schedule types overlap in what they can do, and for some applications more than one will work, but you will get the best experience if you select a type appropriate for your situation.
Use a Capacity schedule for group events
To distinguish between the schedule types, you need to decide how many people should be able to sign up for this event. If the answer is more than one, then a “capacity schedule” will probably be most suitable.
Examples of group events where a capacity schedule would work best:
- Students signing up for a class
- Attendees registering for a conference
Examples of situations where a capacity schedule would not work so well and a resource schedule or service schedule should be used instead:
- Making an appointment with a consultant (only one user at a time)
- A salon with multiple therapists (clients book simultaneous appointments, but not with the same therapist)
- A boat rental service with multiple boats (people will want to rent at different times)
The Resource schedule works well in most other cases
The distinction between a resource schedule and service schedule lies primarily in the booking process. As implied by its name, a resource schedule is organized around resources – teachers, boats, rooms –, each of which can only be used for single bookings. In other words, the resource can be booked once at a time. The schedule shows the resource’s availability and the user picks an available spot. By comparison, when using a service schedule, the user first has to select a service – a lesson, a ride, a haircut –. After selecting a service, the schedule will show all the spots that have the resources available that are needed for that service.
We recommend that you start by creating a resource schedule. A resource schedule will work in most scenarios, although sometimes a service-oriented process will fit better. The resource schedule should contain each scarce resource that is involved in the booking process. For example, scarce resources could be therapists, rooms, boats, pool tables, etc. If you are setting up a calendar to allow people to schedule an appointment with you, then you would be the scarce resource. Don’t include resources that are not scarce. For example, if an appointment needs a meeting room but there’s always a meeting room available, there is no point in including it.
The Service schedule has a few unique abilities
The service schedule’s main ability is that it can take into account the availability of resources in other schedules. If a service depends on a number of resources being available, the service schedule checks when all the required resources are available to allow for a service slot to be created. But where the resource schedule allows users to create appointments of arbitrary length and/or create repeating appointments, the service schedule lacks such ability.
Examples of where a service schedule would be needed:
- Multiple resources are required for one booking. For example: a booking for a treatment requires that both a room and a therapist are booked at the same time.
- Different services require different resources. For example: a certain treatment can only be performed by one specific doctor.
To define a service that uses multiple resources, you first need to define those resources in a resource schedule.
Since you can create and delete as many schedules as you like, there is no harm in trying out several types and discarding unused ones later on. Everything but the schedule’s type can be changed afterwards. You can try an example of each schedule type in the demo section. You might find the tutorials for the different types helpful.
|Use case||Schedule type|
|Students signing up for classes||Capacity|
|Participants signing up for an event||Capacity|
|Employees booking meeting rooms||Resource|
|Users selecting the length of appointments||Resource|
|Showing availability for your Bed & Breakfast||Resource|
|Booking both a projector and a room||Service|
|Illustrating each service with pictures||Service|
The SuperSaaS system offers a lot of flexibility when it comes to configuring your reservation process. Below you will find four advanced tips as to how you could configure your schedule to deal with some specific situations.
On a resource and a service schedule, your users can create a reservation anywhere, except where you tell them not to. In other words, by default, the entire schedule is available for bookings, unless you block a spot. On a capacity schedule, it is the other way around: users can only book where you have created an available slot. If you want people to select from just a few available dates, then you could use a capacity schedule with a maximum of 1 per slot instead. This may be easier than blocking off all unavailable dates on a resource or service schedule.
Stand-alone service schedule
You can define a service that is not connected to any resource. If there are no resource requirements, in theory an unlimited number of appointments can be made at the same time, which is rarely useful. For this reason the service schedule can be configured to prohibit overlapping appointments, in effect acting as a resource schedule with a single resource. This provides a convenient shortcut if you have a single resource and want to use the service schedule, for example because its calendar format works better for your purpose.
Pooled resources, presented as a single entity
A service schedule can be used to present a group of resources as a single entity. This is useful, for example, if you have 20 identical pieces of equipment for rent and you don’t want the customer to select a particular one. You have the option to give out equipment randomly, or indicate an order and give out the first one available.
Single resource, presented as multiple entities
Conversely, two or more service schedules can be used to represent a single resource as different entities. An example is where one schedule shows to members of a club and another to walk-in customers. Members could be allowed to book at a lower price or longer in advance than regular customers. Another example would be for a consultant who works for different clients across multiple locations. She can provide each location with a schedule tailored to that particular client, while still ensuring she does not get double booked.