1. How resource management works

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 

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
   
   
   
   

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

2.3 Resource availability

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.

2.4 Resource integrations

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.
  
  

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

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

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.

2.6 Resource booking link

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.

• Adding Resources
• Reports