Qvian Suite
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Service Management

Manage services, their resources, and when each resource is available (time slots and days of week). All service and resource setup is done from a single streamlined page.

Common Tasks

How to Add a Service (Add Service, Create Service, Adopt Service)

Add a service to your business catalog that customers can book (accommodations, activities, equipment, spa, etc.).

  1. Go to Service Management in the left sidebar (this opens the Services page)
  2. Click the Add Service button in the top-right corner to open the Global Service Catalog. (If you have no services yet, the empty state shows Browse Service Catalog instead.)
  3. In the catalog modal, browse available service templates
  4. Use filters to find services by type (Accommodation, Scuba, Experience, Training, Equipment, Spa, etc.)
  5. Click Adopt on the service you want to add
  6. Complete the adoption wizard:
    • Enter Service Name (you can customize from the template name)
    • Set Pricing and Description
    • If the service requires resources, assign or create resources
    • For services that use time slots (e.g. dive trips, spa slots), complete the Time Slots & Schedules step: add time slots per resource, set Start Time and End Time, and select Days of Week when the slot is available
  7. Click Complete Adoption

Result: The service appears on the Services page under the appropriate type tab. You can add or edit resources and configure schedules from the same page.

How to Create a Resource (Add Resource, Create Resource)

Create a resource (room, vessel, equipment, etc.) that can be allocated to service bookings. Resources are managed per service from the Services page.

  1. Go to Service Management (Services page)
  2. Find the service that needs the resource and click the row or the chevron to expand it
  3. In the expanded Resources section, click Add Resource (or Bulk Create to add multiple at once with a name pattern like "Room {n}")
  4. In the resource form:
    • Select Resource Type (Room, Suite, Boat, Equipment, Vehicle, etc.)
    • Enter Name and optional Code
    • Set Capacity if applicable (e.g. seats for a vessel, units for equipment)
    • Set Status (Available, Unavailable, Maintenance)
  5. Click Create Resource

Result: The resource is created and listed under that service. You can then configure schedules (time slots and days of week) for it if the service uses slot-based booking.

How to Configure Resource Schedules (Time Slots, Days of Week)

Define when a resource is available for a given service — for example, "Boat Alpha" runs at 08:00 and 14:00 on Mon–Sat. Guests book these specific slots. Only services that need slot-based booking (e.g. not accommodation/PerNight) show the Schedules column.

  1. Go to Service Management
  2. Click the service row to expand it (services with resource requirements show a chevron; expanding shows the resources table)
  3. In the resources table, find the Schedules column. It shows "N slot(s)" or "Not set" with a clock icon. Click that cell for the resource you want to configure
  4. A modal opens titled [Resource name] - Time Slots. Click the Add Time Slot button
  5. In the form (headed "Add New Time Slot" or "Edit Time Slot"): set Time (start and end, e.g. 08:00 to 10:00; you can use duration presets 1 hr, 2 hr, 4 hr, 6 hr), select Days of Week (Mon–Sun; presets: All days, Weekdays, Weekends), and optionally set a Label. Save the slot
  6. Add more slots as needed; existing slots are listed and can be edited or deleted

Result: The resource is bookable only during those time slots on those days. Reservation booking and allocation views (e.g. Dive Board, Spa, Activities) use these schedules to show availability.

How to View Resource Allocations (Allocations Hub, Room Calendar, Activity Board)

View which resources are allocated to which reservations and when. The app has an Allocations Hub with tabs by service type; hotel room allocations also have a dedicated Room Allocations page.

  1. Accommodation (rooms): Go to Room Allocations in the left sidebar for a room-by-date grid, or use Service Management → Allocations (if visible) and open the Accommodation tab for a room calendar view
  2. Activities / vessels: Use Dive Board or Vessel Allocations for dive/vessel operations; or Allocations → Activities for the activity board and manifests
  3. Spa: Go to Allocations → Spa for spa appointments
  4. Set the Date or date range you want to view
  5. In calendar/grid views, allocations appear as blocks; click a block to see reservation details. In list/manifest views, you see departures and guests per slot

Result: You see a visual or list view of allocations, helping you avoid double-booking and manage daily operations.

How to Create a Service Modifier Group (Meal Plan, Equipment Upgrade, Add-on)

Modifier groups are reusable sets of options that can be attached to services. Common examples include meal plans (Room Only, B&B, Half Board, Full Board, All Inclusive), equipment upgrades, and spa add-ons. Options can have price adjustments (fixed dollar amount or percentage).

  1. Go to Service Modifiers in the left sidebar (under Service Management)
  2. Click New Modifier Group
  3. Enter a Name (e.g. "Meal Plan") and optional Description
  4. Select the Type (Meal Plan, Equipment, Upgrade, Add-on, or Custom)
  5. Toggle Required if guests must select an option
  6. Set Min/Max Selections (usually 1/1 for single-choice groups like meal plans)
  7. Add Options:
    • Enter the option Name (e.g. "Full Board")
    • Set the Default Price Adjustment and type ($ for fixed or % for percentage)
    • Toggle Default if this option should be pre-selected
    • Add more options as needed
  8. Click Create

Result: The modifier group appears on the Service Modifiers page. You can now link it to global services.

How to Attach a Modifier Group to a Service (Link Modifier to Service)

After creating a modifier group, link it to the global services it applies to. When a business unit adopts that service, the modifier group is automatically included with default pricing.

  1. Go to Service Modifiers
  2. Find the modifier group and click the Link icon (chain icon) on its row
  3. In the dialog, check/uncheck global services to link or unlink
  4. Click Done

Result: The modifier group is attached to the selected global services. The linked service count updates in the group row. When a BU adopts one of these services, the modifier group and its options are automatically created at the BU level with the default pricing.

How to Override Modifier Pricing at the Business Unit Level

Each business unit can set its own pricing for modifier options. For example, "Full Board" might cost $120/night at one resort but $95/night at another.

  1. Go to Service Management (Services page)
  2. Find the service that has modifier groups and click the row to expand it
  3. Below the resources section, you'll see a Modifiers section listing each modifier group
  4. For each option, click to edit the Local Price, Adjustment Type ($ or %), or toggle Default
  5. Changes save automatically
  6. Use Sync from Global to add any new options from the org-level template without overwriting your local pricing

Result: The BU-level pricing is used for all bookings at that business unit. The org-level default pricing is only used as the starting point during adoption.

How to Edit a Service (Modify Service, Update Service)

Update service details like name, description, pricing, or resource requirements.

  1. Go to Service Management
  2. Find the service in the list (use the type tabs to filter by Accommodation, Scuba, etc.)
  3. Click the Edit button (outline button, top-right of the service card)
  4. Modify name, description, pricing, status (Active/Inactive), or resource requirements
  5. Click Save or Save Changes

Result: Service details are updated. Changes affect future bookings; existing reservations are not automatically changed.

How to Edit a Resource (Update Resource, Modify Resource)

Update resource name, code, capacity, or status.

  1. Go to Service Management and expand the service (click the row)
  2. In the resources table, click the ⋮ (three dots) menu on the resource row and select Edit
  3. Change name, code, capacity, or status in the edit form
  4. Click Save

Result: Resource details are updated. Status (e.g. Maintenance) affects availability for new bookings.

Key Concepts

Services vs Resources

Services are what customers book (e.g. "Standard Room", "Dive Trip", "Spa Treatment"). Resources are the physical or logical items that fulfill those services (e.g. "Room 101", "Boat Alpha", "Treatment Room 1"). Services are adopted from the global catalog; resources are created per business unit and attached to services.

Single Services Page (No Separate Resources Menu)

There is no standalone "Resources" item in the main sidebar. All resources are managed from Service Management: expand a service to see its resources, add/edit/bulk-create resources, and configure schedules. This keeps service and resource setup in one place.

Resource Schedules (Time Slots and Days of Week)

For services that run at specific times (dives, spa slots, activities), you configure resource schedules per resource and per service: start time, end time, and days of the week. Multiple slots per resource are supported (e.g. morning and afternoon trips). Booking and allocation UIs (Dive Board, Vessel Allocations, Spa, reservation wizard) use these schedules to show availability and prevent overbooking.

Allocations Hub

The Allocations Hub (under Service Management or Operations, depending on configuration) has tabs: Accommodation (room calendar), Activities (activity board and vessel manifests), Spa (spa appointments), and Analytics (utilization). Hotel room allocations are also available from Room Allocations in the sidebar for a dedicated room grid. Dive operations use Dive Board and Vessel Allocations.

Service Adoption and Global Catalog

Services are adopted from a global service catalog. The catalog provides templates; you customize name, description, pricing, and resource assignments for your business unit. After adoption, you manage resources, schedules, and modifier pricing on the same Services page.

Service Modifiers

Service modifiers are configurable options attached to services that adjust pricing. They are defined at the organization level (e.g. a "Meal Plan" group with Room Only, B&B, Half Board, Full Board, All Inclusive options) and linked to global services. When a BU adopts a service, modifier groups are automatically included. Each BU can override pricing locally. Modifiers have two adjustment types: Fixed ($) adds a dollar amount to the base price, and Percentage (%) adds a percentage of the base price. Modifiers flow through the system:

  • Org level: Define modifier groups and default pricing, link to global services
  • BU level: Override pricing per business unit
  • Package builder: Pre-select modifiers for package components, or mark as "Guest Choice" so the guest picks at booking
  • Reservation wizard: Guest selects from available options; modifiers are included in the reservation price

Troubleshooting

Cannot Add Service — Missing Resources

Cause: The service template requires resources of a certain type that you do not have yet.

Fix: In the adoption wizard, create the required resources when prompted, or cancel and go to an already-adopted service of the same type, add the resources there, then adopt the new service again. You can also use Bulk Create from an expanded service to add several resources at once.

Resource Shows as Unavailable When It Should Be Available

Cause: The resource status may be Unavailable or Maintenance, or it may already be allocated for that date/time, or it may have no schedule for that day/time.

Fix: In Service Management, expand the service and check the resource status; edit the resource and set status to Available. If the service uses time slots, open Configure Schedules (clock icon) for that resource and ensure there is a slot covering the desired day and time. Check Room Allocations or the relevant allocation view to see if the resource is already allocated.

Service Not Appearing in Reservation Booking

Cause: The service may be inactive, or it may have no resources/schedules where you are booking.

Fix: In Service Management, confirm the service status is Active. If the service requires resources, ensure at least one resource exists and, for slot-based services, that schedules (time slots and days of week) are configured. Verify the business unit and dates in the reservation match the service setup.

Time Slot Overlap or Validation Error When Adding a Schedule

Cause: The new time slot overlaps with an existing schedule for the same resource and service on the same day.

Fix: In the Resource Schedule modal, adjust the start or end time so the new slot does not overlap with existing slots for that resource, or remove/edit the conflicting slot first.