Manage Resources - Zoho Bookings Help

Managing resources

This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.
Quote
Admins can effectively manage resources by performing the following actions:
  • View and edit resource details
  • Manage assigned event types
  • Set and adjust resource availability
  • Configure resource integrations
  • Delete resources as needed
  • Customize the resource booking link

Before you proceed to manage your resources, click here to learn more about adding resources.

1. How resource management works

In Zoho Bookings, resources can be added by assigning them to specific event types
making them available as services that customers can book based on availability. Resources can be managed by viewing and editing details, managing assigned event types, adjusting availability, configuring integrations, and accessing the resource booking link to make booking them easier for customers. 

Who can access this feature?

Available on

Premuim plan

Super admin, workspace admins, and admins 

Can manage all the resources

Managers

Can view the resources assigned to their workspace

Staff

 Will not have access to this feature


2. Managing resources

You can click on the options icon  in the resource card to edit, mark it as inactive, or delete it.



2.1 View and edit resource details 

You can view details of the resource, including its name, assigned user, description, workspace, and status.
  1. Go to the Admin Center and select Modules > Resources.
  2. Select the desired resource to view its basic information.
  3. Click the Edit button at the top-right corner to update details such as the resource's name, assigned user, description, workspace, and status.

2.2 Manage assigned event types

You can view the list of event types to which the resource is assigned by clicking on the desired resource. 


  1. Click the options icon  next to each event type name to either share the booking link specific to that event type and resource, or to remove the assigned event type.



  2. Click the Assign button at the top-right. A list of event types will appear



  1. Select the desired event type and click Assign to allocate it to the resource.

2.3 Resource availability

Resource availability settings allow you to define default hours, view custom schedules, and manage date overrides. This ensures resources are scheduled accurately and are available for bookings only during intended time periods.

2.3.1 Default hours  

  1. Click Customize to set or update the resource’s default hours.



  2. Select the required time zone, date range, and working hours for each day.

    1. To make a day unavailable, uncheck the corresponding day.

    2. Use Apply to All to copy the same time to multiple days.

    3. To add breaks, click the + icon and define split hours (for example, 9 AM–1 PM and 2 PM–6 PM).



  3. Click Save to apply the changes.

2.3.2 Custom schedules  

This section displays the working hours applied to the resource through resource-specific schedules assigned at the event type level. You can view which schedules are applied and how the resource availability is determined for different event types.


2.3.3 Date overrides  

Click Add to temporarily modify the resource’s availability for specific dates or date ranges. Use date overrides to add extra availability or block time for holidays, maintenance, extended working hours, or special requirements.

2.4 Resource integrations

The availability of a resource can be managed by adding calendars. On this page, click the Add Calendar option to add multiple calendars to a resource. 

To add a calendar to a resource 
  1. Go to the Admin Center and select Modules > Resources.
  2. Select the desired resource and click on Integrations to view its Calendar      Connections.

  3. In the top-right corner, click Add Calendar next to the calendar that you want to add. Click Connect.



  4. In the Check for Conflicts with window, select the calendars from which availability needs to be checked for the resource, then click Save.



  5. Click the edit icon next to the Add Bookings to section and choose any calendar to which the resource bookings should be added to. Click Save



While booking a resource, its availability will be checked from the calendars chosen under the Check Conflicts with section, and its bookings will be added to the calendar chosen under Add Bookings to section.

Note:

  • You can add multiple calendars to a resource in this page by clicking the +Add Calendar option.
  • Availability can be checked from multiple calendars. Bookings of a resource can be added to any one calendar under Add Bookings to section.

Connecting  Zoho CRM Calendar to a resource  

When Zoho CRM Calendar is connected to a resource, the admins can choose which staff's calendar needs to be synced to it.

Notes

Note:  Ensure that the required staff is added in your Zoho CRM before connecting the calendar.

After adding Zoho CRM Calendar, it displays the list of Bookings staff added in
 the CRM. Admins can choose a staff calendar and connect it to the resource.


Likewise, the bookings(appointments) can be added to any staff's calendar in the Add Bookings to section.


2.5 Delete resource

You can delete any existing resource. Super admins, workspace admins, and admins can delete any resource, while managers cannot delete the resources. 

If the resource you are deleting has upcoming bookings, a pop-up will appear asking if you wish to proceed with the deletion, as this action will cancel the future appointments.
The pop-up will also provide the option to reschedule the affected bookings. 
  1. Navigate to Setup > Modules > Resources.
  2. Hover over the required resource, click the options icon , then delete the resource.



Once deleted, the resource will automatically be removed from all its assigned event types.

The resource booking URL is a unique link generated for each resource, allowing customers to view directly and book that specific resource. 

Click the Share button in the required resource card to copy the resource booking URL and share it with your customers for easy booking.

Alternatively, click the Share button and select the "Embed as Widget" tab. Click the Copy Code button to copy the source code, which can be used to embed the booking page on a website.




You can also enable the One-Time Booking option in the Share Link tab. This generates a temporary URL that can be shared with customers, allowing them to book the resource only once. The same URL cannot be used for additional bookings, preventing multiple appointments from the same customer. You can always click the Regenerate button to generate another temporary URL.

You can also click the options icon  next to the service under the assigned event type section to share the booking link, specific to that event type and resource, or to remove the assigned event type.

Related links