Workspaces and resources

Organizations, workspaces, roles, resources, capacity modes and resource groups.

Organization and workspaces

An organization is the account that pays. It contains one or more workspaces. A workspace is a business or a location with its own:

  • time zone, language and currency,
  • WhatsApp number(s),
  • bot, services, resources and team.

A chain of three barbershops is one organization with three workspaces.

Roles

RoleCan
ownerEverything, across all workspaces of the organization
managerEverything inside one workspace
staffSee and manage only their own resources (for example, a barber sees only their agenda)
viewerRead-only

Staff can also act from WhatsApp after linking their number with a one-time code. Admin actions from WhatsApp always ask for a YES/NO confirmation.

Resources

A resource is anything that gets consumed by a booking.

kindExamples
staffBarber, doctor, beautician, instructor
spaceRoom, office, booth, dining room
equipmentLaser machine, chair, court
tableRestaurant table (table mode)
vehicleVan, delivery crew
zoneDelivery area by postal code

Each resource has a capacity mode:

  • exclusive — serves one booking at a time (a barber, a room, a machine).
  • pooled — has a capacity in units (40 covers per slot, 12 seats in a class, 10 deliveries per window).

Resource groups

A resource group is an interchangeable pool ("any barber", "laser machines"). Services require groups, not individual resources, so the engine can pick one. The assignment strategy decides which:

assignmentBehavior
customer_choiceThe customer picks (for example "with Juan"); falls back to another strategy if they don't care
round_robinRotates between members
least_busyPicks the member with the fewest bookings that day
fixedAlways the same member (single machine, single room)
{
  "name": "Barbers",
  "assignment": "customer_choice",
  "member_ids": ["res_juan", "res_pedro", "res_leo"]
}