Creating a Booking Flow

Booking Flows are configurations that allow you to book resources in Jira or Jira Service Management. Each Booking Flow consists of a resource pool and a booking configuration.

This article explains how to create a Booking Flow using two methods:

From a Template: Quickly set up your Jira instance for specific use cases.
Custom Booking Flow: Manually configure all settings from scratch, for reusing existing Jira elements.

Requirements

You must be a Jira Administrator to create Booking Flows. For more details, refer to the Permissions article.

Creating a Booking Flow from a Template

In the Booking Hub, click + Booking Flow at the bottom of the page.
Choose a Template that matches the type of resource you want to book.
Under General, fill in the following details:

Name: Enter a name for the Booking Flow.
Description: Provide a brief description.
Resource field name: Define the name of the new select list custom field listing your resources.
Work type name: Specify the name of the new work item (issue type) used to book resources.

Under Project, choose one of the following:

Create new project.
Select and existing project.

Add the desired Resources to the Booking Flow.
Click Create to finalize the setup.

Info

When creating a Booking Flow in a new Jira project, a company-managed business project is automatically created. If you want to create a Booking Flow on a service or software project, you must first create the Jira project manually. Once created, you can select it when creating a Booking Flow from a template.

Creating a Custom Booking Flow

Info

If you choose the Custom option, you must manually configure your Jira project, work type, fields, screens, and workflow.

In the Booking Hub, click + Booking Flow at the bottom of the page.
Scroll down and select Custom Flow.
Configure the required fields and settings. For detailed descriptions of each setting, refer to the Editing a Booking Flow article.

Tip
If some fields are missing, ensure you have selected a Project and Issue Type.

Click Create to complete the setup.