Resource calendar

 

PocketSuite's Resource Calendar gives you a visual view of your schedule organized by resource — so you can see at a glance which kennels, rooms, or equipment are occupied, which are open, and quickly reassign bookings when things need to move.

Note: The Resource Calendar requires the Resources feature, available on the Facility plan.

How to access the Resource Calendar

  1. Go to your Calendar and tap the view switcher at the top.
  2. Select Resource from the list of calendar views.

The Resource Calendar shows every resource you've created, regardless of whether it's currently occupied. Resources are grouped by Location (set up in Settings > Resources > Locations) and sorted in the order you've configured. For details on creating and managing Locations, see the Resources article.

Navigating the calendar

The first column defaults to today's date.

  • Jump to a date: Tap any date header to move that date to the first column. The calendar adjusts accordingly — for example, if you click Thursday, the view runs Thursday through Wednesday.

What you'll see on the calendar

Each row represents a single resource. Each column represents one day. A cell shows one booking on one day within that resource.

  • Cell content: The first line shows the sub-account and client name. The second line shows the service name. It also includes check-in and checkout information for reservations.
  • Color dot: Each booking displays a colored dot representing the resource group the assigned resource belongs to. A green dot means the resource is not fulfilling a specific item-level requirement.
  • Reservations appear as contiguous blocks spanning multiple days, always in the same row.
  • Hover tooltip (desktop): Shows sub-account name, client name, service/reservation/class name, check-in or check-out info (if it's check-in or check-out day), "Day X of Y" (if mid-reservation), time range (if service or class), and assigned team member.

Locations on the calendar

Resources are organized by Location on the calendar. Locations represent physical spaces — for example, "Building A Kennels," "Building B Kennels," and "Play Areas." Locations can be collapsed to hide their resources, and empty locations don't appear. For full details on setting up and managing Locations, see the Resources article.

Requires Assignment section

At the top of the Resource Calendar, you'll see a Requires Assignment section. This shows any bookings with resource requirements that haven't been fulfilled yet.

  • The same booking may appear multiple times here if it has multiple unmet requirements.
  • Unassigned resource requirements can only be moved to a resource that matches that requirement.
  • To unassign a resource from a booking, move it from the calendar into the Requires Assignment section. This can only be done when creating or editing a booking, not from the main resource calendar view.

Filtering

The Resource Calendar supports several filters that work together:

  • Location filter: Only locations included in the filter appear. All others are hidden.
  • Resource filter: Only resources included in the filter appear. All others are hidden.
  • Location + Resource together: These work as an intersection — only matching locations with matching resources appear.
  • Service, Class, Reservation, or Team Member filter: All resources still appear, but only bookings matching the filter are shown.
  • Combined filters: Location/Resource filters intersect with Service/Class/Reservation/Team Member filters. For example, filtering for "Building A" (location) and "Boarding" (reservation) shows only Building A resources with only Boarding bookings visible.

Assignment mode

Assignment mode lets you quickly reassign bookings between resources without editing each booking individually.

Entering assignment mode

  • Desktop: Hover over a booking and click the reassignment icon. Clicking the booking itself opens the booking record.
  • Mobile: Tap a booking to enter assignment mode. Long press to open the booking record.

Reassigning a reservation

When you enter assignment mode on a reservation:

  1. The day you selected and all consecutive future days assigned to the same resource are selected by default.
  2. Checkboxes appear on all future dates, letting you pick exactly which days to reassign.
  3. A "Select all following days" / "Deselect all following days" button lets you quickly toggle future day selections.
  4. You can only move bookings vertically between resources — assignment mode does not change date ranges.

Color coding helps you understand your options when choosing where to reassign. Since you can assign different resources on different days, each day is highlighted red or green to show you whether a reservation can be moved there on that day. This takes into account all factors including resource requirements, general availability, weight, and family restrictions.

You can still see all other bookings on the calendar while in assignment mode.

Note: A booking with an assigned resource can be moved to any other resource (with a warning if requirements aren't met). A booking with an unassigned requirement (in the Requires Assignment section) can only be moved to a resource that meets that requirement.

Adding additional resources

You can assign resources to a booking beyond its original requirements. From the Resource Calendar in the scheduling & edit flow, tap the button in the top right to add a custom resource requirement. A new row appears in the Requires Assignment section and you're placed into assignment mode to assign it. This is how you add extra resources to a booking outside of the standard resource requirements configured on the item — for example, assigning a second kennel to a booking that only requires one. Custom requirements are not saved unless assigned.

Scheduling with the Resource Calendar

When scheduling a client — including from the schedule client flow — the Resource Calendar is how you view and manage resource assignments. Tapping to manage resources during scheduling takes you directly to the Resource Calendar, where you can assign or reassign resources using assignment mode.

For services and classes, the Resource Calendar shows a single day column with times on each card. All of the same assignment rules apply.

Resource Capacity report

The Resource Capacity report shows what percentage of your resources' total available hours were actually booked over a selected time period.

  • Capacity calculation: Total booked hours across all booking types (services, reservations, classes) divided by total available hours for resources (accounting for capacity, availability, blocks, and buffer time).
  • Grouping: Group by date, resource, or location.

To access: Go to Reports > Resource Capacity.

Overnight Occupancy report

The Overnight Occupancy report shows your facility's occupancy rate based on overnight reservations.

  • Calculation: Number of overnight reservations assigned to occupancy-eligible resources, divided by the total number of occupancy-eligible resources. A reservation checking out on a given day is not counted — only overnights.
  • Grouping: Group by date, resource, or location.

To enable a resource for the occupancy report, go to that resource's settings and toggle on "Show in overnight occupancy report."

Who can access the Resource Calendar

Super Admins, Admins, and Staff with "Show all clients" enabled can view the Resource Calendar and use assignment mode. Staff with "Show all clients" turned off cannot see this view, since they would only see their own clients and get an inaccurate picture of facility availability.

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