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The Scheduling module manages bookable resources — rooms, equipment, staff time slots — and allows customers or internal teams to make reservations against available slots.

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What Scheduling owns

  • Resources — bookable assets or people with defined availability
  • Bookings — confirmed reservations against a resource’s schedule

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Common tasks

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Add a bookable resource

1

Open Scheduling → Resources → New Resource

2

Name the resource

Give it a clear name (e.g. Meeting Room A, Service Bay 2, John Smith – Consultant).
3

Set availability

Define the days and hours this resource is available (e.g. Mon–Fri, 09:00–17:00).
4

Set buffer time (optional)

Add a buffer between bookings to allow for setup or travel (e.g. 15 minutes).
5

Set booking rules

Choose the minimum and maximum booking duration and how far in advance bookings can be made.
6

Save

The resource is now bookable by your team and, if enabled, by clients via the client portal.

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Create a booking

1

Open Scheduling → Bookings → New Booking

2

Select the resource

3

Choose date and time

The calendar shows available slots in real time. Unavailable times are greyed out.
4

Link to a customer or employee (optional)

Attach the booking to a CRM customer or HR employee for context.
5

Confirm

The booking is confirmed. The resource calendar updates immediately and a confirmation notification is sent.

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Block time on a resource

1

Open the resource calendar

2

Click on the time slot you want to block

3

Select Block Time

Enter a reason (e.g. Maintenance, Out of Office, Reserved).
4

Save

The slot is blocked and cannot be booked by anyone until the block is removed.

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Key features

Resource management — Define availability windows, buffer times, and booking rules per resource. Bookings — Instant confirmation. Resource calendar updates in real time. Accessible from the client portal if enabled. Availability calendar — Day, week, and month views. Booked, available, and blocked slots clearly visible. Conflict prevention — Double-bookings are blocked automatically. Next available slot is suggested.