Configuring dynamic availability

Dynamic availability matches an offering against any resource that meets requirements you define — a kind ("any Pharmacist") or a tag ("immuniser") — rather than linking the offering to specific resources by name. It's the right mode when more than one resource can deliver the service and you don't want to reconfigure the offering every time staffing changes.

When to pick dynamic over linked

• Linked Resources — use when the offering must run in a specific room or with a specific device. Reconfigure if you rearrange
• Virtual — use when no physical resource applies (phone follow-up, telehealth)
• Dynamic — use when any qualifying resource is fine. A flu clinic that any immuniser-tagged pharmacist can cover is the canonical case

Steps

1. Open the offering

   Go to Settings›Services. Tap the offering you want to configure, or create a new one with Add.

2. Set Availability Mode to Dynamic

   On the offering sheet, set Availability Mode to Dynamic. A Resource Requirements section appears with one empty row pre-filled.

3. Decide the scope

   The Constrain to linked resources toggle controls the pool Light matches against:

   • On — only resources explicitly linked to this offering can satisfy the requirements
   • Off — every resource at the site is eligible, as long as it matches the requirements

   Most dynamic setups leave this off — that's the point of going dynamic.

4. Add requirements

   Each row is one requirement. Pick:

   • Qty — how many matching resources are needed (usually 1)
   • Resource Kind or Tag — what the match is against. Kinds come from the resource catalogue (Pharmacist, Consultation Room, Vaccine Fridge). Tags are the labels you've put on resources yourself

   Add a row with Add requirement for each distinct slot. A flu clinic that needs one immuniser and one consultation room is two rows.

5. Save

   Save the offering. Light re-computes availability immediately — the service now shows as bookable whenever a matching set of resources is free.

How matching works

Every time someone (staff or a customer on the public portal) looks for a bookable slot, Light checks every resource in the eligible pool against every requirement row. A slot is offered when every row can be filled by a distinct free resource.

• If you have two requirements at Qty 1 each, Light needs two distinct resources, not one that matches both
• A resource with multiple tags counts as matching on any of them
• Resource kind and tag are both checked against current resource state — add a tag to a resource and the offering picks it up on the next availability computation

Tagging resources for dynamic matching

Tags are managed on each resource at Settings›Resources. Use tags when kind alone isn't specific enough — for example, tagging a subset of Pharmacists as immuniser so only those people satisfy a vaccination offering's requirement.

Switching back to Linked Resources

Changing Availability Mode preserves existing bookings — they keep the resource they were booked with. New bookings follow the new mode. If you switch from Dynamic to Linked Resources, link the specific resources afterwards on the Resources tab.