Resource Selection

Let customers pick a specific resource — a team member, room, or piece of equipment — as part of their booking flow, or have Sesami assign one automatically.

"Resources" is the new term in the Sesami Admin Portal. In the Shopify app, this is still labeled "Team". A team member is one type of resource — rooms and equipment are others.

When to Use Resource Selection

Resource selection works well when the choice of resource matters to the customer:

• Personal services — hair, massage, coaching, tattoo, training

• Provider loyalty — customers rebooking with the same person

• Room or equipment preference — specific treatment rooms, studios, or gear

• Expertise matching — customers choosing a specialist for their needs

Configure Resource Selection

Resource selection is configured per service. There are two places to do this, depending on which interface you're using.

In the Sesami Admin Portal

The Admin Portal lets you manage resources per service per location, with fine-grained control over how each resource group behaves in the booking experience.

1. Go to Services and open a service

2. Click Manage resources for the location you want to configure

3. In the Resources dialog, you'll see one or more resource groups (e.g., "One of these resources")

4. For each group, toggle:

   • Selectable in Experience — when on, customers can pick from this group during booking. When off, Sesami auto-assigns from the group.

   • Blocks during booking — reserves the resource for the duration of the booking so it can't be double-booked

5. Use Add a resource to add more resources or resource groups

6. Click Confirm, then Save

Selectable in Experience is the Admin Portal equivalent of "Let customers choose". Turn it off to have Sesami auto-assign a resource from the group instead.

In the Sesami Shopify App

1. Go to Sesami > Services

2. Choose a service

3. Under Other options, pick one of:

   • Book with "Any Available" — Sesami assigns an available resource automatically

   • Let customers choose — customers pick their preferred resource during booking

4. Save

How "Any Available" assignment works: if two or more resources are available at the same time, Sesami assigns one randomly. There isn't a way to prioritize specific resources for auto-assignment.

Hide "Any Available" on the Booking Experience

You can hide the "Any available" option so customers must pick a specific resource.

1. Go to Shopify Admin > Online Store > Themes > Customize

2. Open the Product template

3. Select the Sesami booking button block

4. Turn on Hide any available

5. Save

Recommendations

Showing both "Choose a resource" and "Any available" typically converts better — customers who care about the choice can make it, and everyone else takes the fastest path.

• Make sure every resource has availability configured, otherwise they won't appear as options

• Keep resources assigned to the right services under Sesami > Services

• For multi-resource services (e.g., a stylist and a room), Sesami handles the combined assignment automatically

Related

• Resources — set up team members, rooms, and equipment

• Resource Availability — configure each resource's schedule

• Services — assign resources to services

• Assigned to No One - Invalid Order — resource assignment troubleshooting