Resources - Soul Help Center

Staff, rooms and add-ons: the people, spaces and equipment your sessions and events need, each with their own hours, so nothing is double-booked.

Beta. Resources is marked BETA in the dashboard menu and may change.

Resources are the things a booking needs to happen: Staff (who runs it), Rooms (where it happens) and Add-ons (equipment or extras, like mats, towels or a massage table). Each resource has its own hours and its own calendar of bookings. When a client books a 1:1 session, Soul only offers times when every resource that session needs is free, then reserves them with the booking. Events can reserve resources too.

You manage them in Business → Resources ("Organize and manage the resources your business uses."). The page is titled Resource Management.

When to use resources

If you…	Go to
Work alone and only need your own hours	Nothing extra: Soul already set you up as staff. See Set your availability.
Have a team, and clients book one of several practitioners	Staff
Want a team member to get their own bookings, meeting links and calendar events	Link staff to a collaborator
Share treatment rooms or studio spaces that hold one session at a time	Rooms
Have limited equipment, like 6 massage tables or 12 yoga mats	Add-ons and capacity
Need a person or room to have different hours from the session	Availability and time off
Want an event to block a room or a facilitator's time	Use resources in events

The three kinds

Kind	What it is	Capacity	Turned on
Staff	A person who hosts sessions	Always 1: one session at a time	From the start (marked Default)
Room	A physical space	Always 1: one booking at a time (a group shares it)	With Enable Room & Addon
Add-ons	Equipment or extras, from one item to a pool	You choose: 1 for something exclusive, more for a pool	With Enable Room & Addon

A staff member can be linked to a collaborator account (they log in, get their own meeting links, calendar events and booking emails) or be a standalone profile you manage yourself. Rooms and add-ons only apply to in-person bookings.

How the pieces connect

Resources. You create staff, rooms and add-ons in Business → Resources. Each one is Active or Inactive.
Hours. Each resource can have its own Weekly Hours and Date Overrides on its Availability tab, or be treated as available all week.
Session types. In Offerings → 1:1 Sessions, each session type lists which staff, rooms and add-ons it can use, and whether Soul assigns them or the client picks.
Booking. Soul works out the open times (the session's hours, minus anything the needed resources can't do) and reserves the resources when someone books.
Allocations. Every reservation shows on the resource's Allocations calendar and in the booking's Assigned Resource section, where you can replace or add resources by hand.

Read How allocation works for the full rules.

Tour of the Resources page

Part	What it does
"Need more resource types?" banner	Enable Room & Addon (or Enable Room / Enable Addon if one is already on). "You can enable or disable anytime." Hidden once both are on.
Left rail	Staff ("Manage your team members"), Room ("Manage your rooms and spaces"), Add-ons ("Manage add-ons and equipment"). Kinds not yet turned on show a lock and Disabled.
Add button	Add Staff, Add Room or Add Add-on, depending on the tab.
Table	Name (with description), Capacity, Status (Active or Inactive), and Actions: View allocations (eye), edit (pencil), delete (bin). 15 per page.

Click a name to open the resource's own page: an info card you can Edit, and two tabs, Allocations (its booking calendar) and Availability (its hours).

Who sees what

Who	What they see
You (portal owner)	Everything. You're already a staff member, and Soul adds you as the host of each new session type.
A linked staff collaborator	The dashboard, like any collaborator. On a session's Bookings tab, My bookings shows the bookings routed to them.
Clients	Only open times. If you let them pick, they choose a team member, a room or optional add-ons while booking.

Limits and good-to-knows

Add-ons have no price. Resources only control availability. A session costs the same whatever staff, room or add-ons are reserved. To charge more for an extra, create a separate session type.
Resources narrow times, never widen them. A resource's hours can only remove times from the session's own hours, not add to them.
One person, one place, one booking at a time. A staff member or room booked in any session type, or reserved for an event, is busy for everything else at that time.
Rooms and add-ons are in-person only. Online bookings use staff only, and clients who choose Online don't see room or add-on choices.
No "any available" choice for clients. Either Soul assigns, or the client must pick.
Deleting a resource doesn't touch existing bookings. Replace it on upcoming bookings first. See Staff.