how do i reserve time on a resource?

STEP 1: Access the Schedule Equipment page.

From the core homepage, click on the Schedule Equipment tab. (Figure 1)

Figure 1: Click on the Schedule Equipment tab.

STEP 2: Select your resource.

Select the resource for which you wish to schedule an appointment by clicking the resource name, or by clicking the view schedule button on the right. (Figure 2) 

Figure 2: Click on the name of the resource you wish to schedule.

The calendar displays.

STEP 3: Select date and time.

Navigate to the date you choose by using the arrows. (Figure 3) 

Figure 3: Select date and time.

Then click on the calendar on your desired times, and highlight your time frame by dragging your mouse.  When you release, the scheduling window will display and you must select a user for whom you are making the reservation. (Figure 4) 

Figure 4: Select your time.

STEP 4: Complete the form.

Now complete the required elements of the reservation form. (Figure 5) 

Figure 5: Complete the reservation form.

Each form will have different requirements and may not look like the figure displayed here.  Typical fields include:

  1. selecting the resource instance that needs to be scheduled

  2. selecting the desired usage type

  3. selecting linked resources

  4. scheduling repeating reservations

  5. adding additional services for the usage

  6. setting the payment method

Additional fields may display on the right that may need to be completed for more details about the scheduled usage.

STEP 5: Click save reservation.

The reservation details window closes, and the calendar now displays your new reservation. (Figure 6) 

Figure 6: View your reservation.


Was this article helpful?