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Add Resources to an Appointment

Overview

Reserve a room, vehicle or shared equipment with any appointment. This article will show you how.
  1. Locate or create the appointment in the Appointments Module.
  2. Click on the Resources tab.

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  3. Click any of the Resources listed that you would like to reserve. Click > to add the resource to the Scheduled Resources list.
    • Resources from other locations can be reserved by changing the location at the top of the window.
    • The location of the resource is included on the list in the Scheduled Resources box.

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  4. The start & end times of the reservation, indicated by the green & red lines, can be dragged & dropped to quickly update the start & end times.
  5. Enter a Description if desired.
  6. Once you are done selecting your resources, be sure that the location selected at the top is the location of the appointment.
  7. Click Save.
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