How To Use Resource Management (Allocation)

Overview

The default behaviour of resource allocation is to automatically fill the first resource in a session until there are no spots available, then fill the next resource. Resource management allows you to 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 there are no spots available, then fill the next resource.

Within a Session:

Within an order:

In this example; I need to re-allocate this group of 25 to 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 will update as you allocate quantities to resources.
   
   • Green: All quantities have been allocated.
   • Red: Quantities have been over or under allocated.

Lastly, save the order.

Note: The  signifies the following:
- The allocated quantities have been assigned to a specific resource, and will not be removed or reduced even if the total quantities of the order reduce in number.
- Additionally: This does not mean that the resource itself is being locked at, or limited to, the allocated quantities.

Once the order is saved, all resources are updated.

Important: If no manual reallocation is done; The default automatic allocation will always apply i.e. The first resource will be allocated until 0 available, and then allocates to the next resource.

Viewing allocated resources in sessions

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