Resources
Add-ons, equipment and capacity
Track equipment and extras, from a single sauna to a pool of 12 mats, and choose whether each one is required, optional, assigned by Soul or picked by the client.
Add-ons are equipment or extras a session uses: a massage table, a sauna, towels, a sound bowl set, yoga mats. Unlike staff and rooms, an add-on has a Capacity, so one add-on can stand for a pool of identical items. Soul keeps count, so you never promise a 13th mat when you own 12.
When to use this
- Sessions need equipment you only have a few of (6 massage tables shared by 8 practitioners).
- Group sessions need one item per person (a mat for each attendee).
- Clients can ask for extras, like a heated blanket or aromatherapy, while booking.
Add-ons have no price. They only affect availability and what's reserved. To charge for an upgrade, create a separate session type (for example Massage + hot stones).
Add an add-on
Turn add-ons on
In Business → Resources, click Enable Room & Addon (or Enable Addon) in the banner.
Click Add Add-on
Fill in the details
Enter a Name (Yoga mats), an optional Description, and a Capacity: "Use 1 for exclusive resources, higher for pooled (mats/equipment)".
Create
How capacity works
Capacity is how many bookings can use the add-on at the same moment.
| Capacity | Means | Example |
|---|---|---|
| 1 | Exclusive. One booking at a time. | The sauna, the only hot-stone kit |
| More | A pool. Bookings draw units until the pool is used up. | 12 yoga mats, 6 massage tables |
Units come back when the booking ends. On the add-on's Allocations tab, Peak load shows the most units in use at once on a day (for example Peak load 9/12).
When every unit is in use, the add-on also stays unavailable for your Booking Buffer Time afterwards.
Attach add-ons to a session type
Add-ons work for in-person sessions only. The Add-ons row appears once In Person is on.
Open Manage Add-ons
Open the session type in Offerings → 1:1 Sessions. In the Add-ons row, click + (or … → Manage Add-ons).
Add them
Click Add Add-on, select the add-ons, and click Add. Each one gets its own card.
Set each card
Unlike staff and rooms, every add-on is reserved separately: a session with Towels and Mats reserves both, not one or the other.
The three switches
| Switch | On | Off |
|---|---|---|
| Required | "Blocks new bookings when at full capacity." No unit free, no time. | The booking goes ahead even if none are left. |
| Auto-assign | Soul reserves it for the client | "Off = customer picks at booking" |
| Per attendee | One unit per seat booked | "Off = shared across the whole group": one unit for the whole slot |
The first add-on you attach starts with Required off, Auto-assign on and Per attendee on. Further add-ons start with the same Required and Auto-assign settings as the first.
What the combinations mean
| Required | Auto-assign | Result |
|---|---|---|
| On | On | Always reserved. Times disappear when the add-on is fully used. Use for things the session can't run without. |
| On | Off | The client chooses one option while booking. The first option is selected for them until they pick another. |
| Off | On | Reserved if a unit is free. If none are left, the booking still goes ahead without it. |
| Off | Off | An optional extra the client can choose, or leave on None. |
Group sessions and add-ons
With Per attendee on, a booking for 3 seats uses 3 units. Make sure a full group fits in the pool.
If a group session allows more people than a required per-attendee add-on can serve, the session page warns you: "Session capacity exceeds a required add-on" ("Max capacity is set to 8, but a required add-on only supports 6. Bookings with more than 6 seats will not show availability."). Fix it one of three ways:
- Raise the add-on's Capacity (pencil on the Add-ons table, or Edit on its page).
- Lower the session's Max attendees.
- Switch off Per attendee, if one item really serves everyone (a speaker, a projector).
Good to know
- Online bookings skip add-ons. Clients who choose Online in a hybrid session don't see or use add-ons.
- One pool, many sessions. If two session types use the same 12 mats, they share the 12.
- Change capacity any time. A bigger pool opens up times straight away. A smaller one doesn't cancel bookings that already have units.
- Add a missing add-on by hand. If an optional add-on wasn't reserved, open the booking and use Assign in its Assigned Resource section. See Manage allocations on bookings.
What your clients see
Required, auto-assigned add-ons are invisible while booking. Add-ons the client picks show above the calendar on the session page, under the category's name, with None as a choice when the add-on is optional. They're only offered for in-person bookings. After booking, their booking page lists the add-ons reserved for them.