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Page last updated 25/01/2012 10:24:02

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Manage Resources

Managing your Resources

Once you have set up your resources you will need to manage the Calendar and Bookings from your users. This is done in a number of ways.

Select your resource from the resource list and select the “manage button”.

Closing a Calendar Period

If you have a period of your Calendar that you don’t wish or need to hire any of the resources you have the option of closing this. This will highlight the dates set in the calendar shown to the user indicating this. You may what to put a warning to this effect. But if the user tries to book any of these dates the RB will tell them that they can’t. Also if the user select a closed date from the calendar it will inform them it’s Closed.

Select the “Add Closed Period” button at the bottom of the manage dialogue > select your dates, From/To, from the selection boxes and select “Mark Resources Closed”. The dates will be highlighted in the Calendar on the left.

If you change your mind of the dates to close select the days one at a time, the date will appear in the right hand pane, and select the “re-open period” link.

Bookings

Check if you have any new bookings

If you have set up the Global settings of your resource to do so you will receive an email when a user books a resource, this will help in knowing where your resources need to be manage .

You can also select the RB smart object in the library to see it’s status - No. of resources, total bookings and any unconfirmed bookings.

Manage

Select the resource as above and a date from the calendar on the left. Any for that date, old or new bookings, will be viewed in the right hand pane.

Under any new bookings you will see an option to Delete/Confirm/Reject.
Confirm - Selecting this will confirm the booking, sending a confirmation email if set up in the Global settings, and marking the date in the Calendar.

Reject - Select this to reject the booking, sending a reject email if set up in the Global settings.

Delete - Select this and the entry will be deleted and if you had already confirmed will delete the booking from the Calendar.

View examples of Booking Forms