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Booking Resources

In this article, you’ll learn how to book a resource in three ways:

  1. From the Booking Hub.

  2. From a specific Booking Flow.

  3. From a Timeline.


Booking a Resource

From the Booking Hub

  1. Access the Booking Hub.

  2. Locate the Booking Flow for the desired resource.

  3. Click Book.

  4. In the dialog:

  • Set the Start Date and Time.

  • Set the Duration or the End Date and Time.

  • Select resource to book.

  • Enter a descriptive Summary for the booking or keep the default text.

  1. Click Book.

From a specific Booking Flow

  1. In the Booking Hub, locate the desired Booking Flow.

  2. Click Open.

  3. Click +Book.

  4. In the dialog that opens:

  • Set the Start Date and Time.

  • Set the Duration or the End Date and Time.

  • Select resource to book.

  • Enter a descriptive Summary for the booking or keep the default text.

  1. Click Book.

Watch the video below for a step-by-step demonstration on how to book a resource

From a Timeline

  1. In the Booking Hub, locate the desired Booking Flow.

  2. Click Open.

  3. Go to the Timeline tab.

  4. On the Timeline, click the exact date, time, and swimlane that corresponds to the resource you want to book.

  5. Verify that the automatically populated Start Date and Resource match your selection, and adjust the Duration or the End Date and Time if needed.

  6. Click Book.

  7. The reservation will appear on the Timeline.

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