Reserve a room, vehicle or shared equipment with any appointment. This article will show you how.
Add Resources to an Appointment
- Locate or create the appointment in the Appointments Module.
- Click on the Resources tab.
- 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.
- The start & end times of the reservation, indicated by the green & red lines, can be dragged & dropped to quickly update the start & end times.
- Enter a Description if desired.
- Once you are done selecting your resources, be sure that the location selected at the top is the location of the appointment.
- Click Save.