Resources
Understand how resources work in the Resource Booking System.
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Understand how resources work in the Resource Booking System.
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A resource can be anything that a user can make a booking for.
For example:
Meeting rooms
Tennis courts
Office supplies or IT equipment
Corporate pass benefits for staff
Appointment slots for tech support
For a resource to be available for booking, it needs to be in the Resource Booking System (RBS). If the resource is not in RBS, you'll have to create it.
To view an inventory of all the resources for your agency:
On the side navigation bar, select Resources
Select All resources
You'll see a table with all the resources created for your agency. From this table, you can look for and edit an individual resource.
For example, if you recently installed a projector for Meeting Room A, you can:
Search for Meeting Room A
Select it to view the resource
On the side panel, look for built-in amenities and select Edit
Add projector as a built-in amenity
By doing this, users who are searching for a resource with a projector will see Meeting Room A.
If your agency has a new resource, you'll need to create it in RBS so that it'll be available for booking.
On the side navigation bar, select Resources
Select All resources
Select Create resource
If you do not want the resource to be available for booking yet, set its status to Inactive at the review step.
Every resource has a status, which determines whether they are available for booking in RBS.
Active
Resource is available for booking
Inactive
Resource is currently not available for booking. To enable bookings again, you’ll have to change the status to Active.
Pending review
The availability schedule assigned to this resource was edited. Because of this, the resource is currently not available for booking. To enable bookings again, you should review the edits and change the resource status to Active.
Terminated
Resource will not be available for booking permanently. Once terminated, you cannot change the status of the resource anymore.
You can change the status of an existing resource via the status column on the All resources page. However, changing an active resource to inactive will not affect any bookings that have already been made.
You’ll also be able to set the status of a resource when you’re creating it, at the review step.
Resources made up of other resources.
Resources available for booking by users of more than 1 agency.
Categories to organise your resources, so it's easier for users to find them.
