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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

1: 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 and End Date and Time.

  • Select the specific resource.

  • Enter a descriptive Summary for the booking.

  1. Click Book.

2: 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 and End Date and Time.

  • Select the specific resource.

  • Enter a descriptive Summary for the booking.

  1. Click Book.

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

3: 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, End Date, and Resource match your selection.

  6. Click Book.

  7. Click Refresh at the top left of the Timeline. The reserved resource will appear on the Timeline.

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