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

1. In the Booking Hub, click + Booking Flow at the bottom of the page.

2. Choose a Template that matches the type of resource you want to book.

3. Select an existing Jira Project or create a new one.

4. Add the desired Resources to the Booking Flow.

5. 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.

1. In the Booking Hub, click + Booking Flow at the bottom of the page.

2. Scroll down and select Custom Flow.

3. 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.

4. Click Create to complete the setup.