Resources
Use this topic for manage bookable people, rooms, and assets.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Resources
Audience
Business owners and scheduling managers.
Permissions
- Only business owners and authorized scheduling managers may manage this view.
Actions
- Create resource
- Use Create resource to support manage bookable people, rooms, and assets.
- Update resource
- Use Update resource to support manage bookable people, rooms, and assets.
Statuses
- Active
- The record is currently active.
- Unavailable
- The record is currently unavailable.
Workflow
- Open Resources.
- Review the record and its current status.
- Choose Create resource and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A resource is absent from scheduling
- Confirm it is active and has availability for the selected service