The Resources section of the Resource pool is where you determine which team members will be included in the pool. These are the team members that will be receiving bookings. How bookings will be assigned across these team members is determined by the Resource pool's Distribution method.
To define the Resources section in a Resource pool, you must be a OnceHub Administrator.
Defining Resources in a Resource pool
- Go to Setup, open the left-side menu and click on Resource pools in the Tools section. Select the relevant Resource pool and navigate to the Resources section.
- Using the drop-down menu select the Booking pages you would like to be part of this Resource pool. You can add as many Booking pages as you like. All types of Booking pages can be added to the pool, regardless of any existing associations between Booking pages and Event types.
- If you are using Pooled availability with priority as your distribution method, after you add the relevant Booking pages you can set a priority for each Booking page. Bookings will be assigned to the booking page with the highest priority available at the selected time. Learn more about how Pooled availability with priority works
- If you are using Round robin as your distribution method, you can decide whether you would like to Removed bookings to be compensated for. By default, Automatic correction is toggled on to make sure that any team member who falls behind due to cancellation or no-shows is automatically moved to the front of the line until caught up. If for any reason you want to turn this off, you can at any point in time.
Now that you have added Booking pages to your Resource pool, your pool is all set up! To start distributing bookings to your pool members, you need to add it to a Master page with Rule-based assignment.