Resources: What They Are and How to Create Them

This article explains how to create resources.

Overview

Resources are the items or services you add to bookings. Common resources are catering items and equipment.

To create a resource:

  1. Go to Settings > Resources.
  2. Click Add Resource.
  3. Type the name of the resource and notes if appropriate.
  4. Select the resource grouping if appropriate.
  5. Select the service provider if appropriate.
  6. If there is a limited quantity of the item, check the Inventory? box and type/select a number
  7. Click Save.

Resource Tags

Resource tags are labels that you can attach to resources. They can be used to trigger event questions as part of the request process.

To add a resource Tag:

  1. Go to Settings > Resources.
  2. Click the box next to one or more resources you wish to add a tag to
  3. Click Tag Resources > Add Tags from the menu that appears above the list of resources
  4. Type the name of the name of the tag.
  5. Click the Tag Name that appears with the plus symbol to add the tag
  6. Click SaveResource Tag

 

 

Watch this video to learn how to create resources:

 

Resource Overview