How To Use Resource Management (Allocation)

Overview

The default behaviour of resource allocation is to automatically fill the first resource in a session until no spots are available, then fill the next resource. Resource management lets you manually allocate resources to specific bookings.

Resource management (allocation) requirements

• You must have resources created in Rezdy.
• You must have resources assigned to calendar sessions.

Resource management (allocation) does not support the following:

• Shuttle-type products.
• Rental-type products.
• Any date product scheduling options.
• Limited per-price scheduling options.

Manually allocate quantities

The default behaviour of resources is to automatically fill the first resource in a session until no spots are available, then fill the next resource.

Within a Session:

Within an order:

In this example, the group of 25 needs to re-allocate to the Large Bus resource.

Within an Order:

1. Replace the automatic allocation with 0.
2. Manually re-allocate quantities to the desired resource.
3. The allocation status updates as you allocate quantities to resources.
   • Green: All quantities are allocated.
   • Red: Quantities are over- or under-allocated.
4. Save the order.

Note: The signifies the following:
- The system allocates the assigned quantities to a specific resource and does not remove or reduce them even if you reduce the total quantities of the order.
- Additionally, this icon does not mean that the resource itself is being locked at, or limited to, the allocated quantities.

Once you save the order, all resources update.

Important: If you don't manually reallocate resources, the default automatic allocation always applies: the system allocates the first resource until it reaches 0 available, then allocates the next resource.

Viewing allocated resources in sessions

On the session details page, you find all orders and their allocated resources.