Creating a Resource
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In order to get to the Resource Management page, you can either start typing "Resources" in the global search box or you can click on the Calendar drop down to access.
Select the location where the new resource should be added and press the "+" symbol to add a new Resource.
Choose a name for your Resource. This name will be its column label in the Calendar. Click the "Save New Resource" button.
This will take you to the "Settings" tab for the Resource. Extra help information is provided on fields with a question mark icon. Hover over the icon with your cursor or tap it for more information on the field.
The Description section is optional but will display to a customer when they are using the Online Booking and Reservation system.
If you set a Resource Type that has a Booking Option linked to it and you also set a Booking Option on the Resource Page, the Booking Option set at the Resource will take precedence.
Address: If you have a resource that is located at a different physical address, you should enter this because a map will be generated for all of your resources available.
This page autosaves as you enter in details.
You can now select other settings on the left side panel.
Online Settings
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Assign a Contact: Add an employee or user responsible for the resource.
Reservation Notifications: When a customer creates a reservation:
The assigned user gets an email.
A Task is assigned for follow-up.
Online Booking Alerts: When a customer books a resource online, the user receives an email notification.
File Attachments: Files can be added to resources to display online when creating a rental.
Sub-Resources
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Divide resources into smaller sections for better organization (e.g., split a field for multiple team practices).
From the left menu bar on a Resource Page, you click on Sub-Resources. From here you can edit or create a new Sub-Resource.
Enter the Sub-Resource name and Short Name.
Organizing Sub-Resources
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Sub-Resources are ordered alphabetically and numerically. A-Z and 1-9.
For example, if you have a playing surface separated into four sections, they can be rearranged by adding a number before the Sub Resource's full name (not the short name) on the Resource Management page.
Now the calendar will have the Sub Areas arranged in the order they are numbered.
Blocking Rules
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Resource Blocking Rules allow you to block one or more resources when a specific resource has been booked for an event.
For example, if you have an event for the Entire Facility you would want to create a Resource called "Entire Facility". Then create blocking rules for each of your other resources saying that when the "Entire Facility" in use, you cannot book anything else.
Amenities
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Each resource can have its own custom amenities assigned to them to aid customers in their search online. Simply start typing an amenity and press enter when you are finished. To remove one, press the "x" next to it.
Resource Groups
Resource Groups only pertain to databases with multiple facilities/locations.
Setup
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In order to get to the Resource Management page, you can either start typing "Resources" in the global search box or you can click on the Calendar drop down to access.
Press the "+" symbol to add a new Resource Group.
Enter a Resource Group Name in the field, select the resources to add to the group and click "Save New Resource Group" at the bottom.
From the Calendar page you can now choose your group from the Select Resource Group dropdown menu.
