Resource Calendar Accounts

Resource Calendar Accounts

Super admins and admins can access this information. Managers and staff do not have access to this information. 
The availability of a resource can be managed by adding calendars. 

To add calendar to a resource 

  1. Click the Settings icon on the menu bar.

  2. Click Resources. Select the desired resource in the left pane.

  3. Select Calendar Accounts in the middle pane.

  4. In the right pane, click Connect next to the calendar that you want to add. Click Accept.

  5. In the Check for Conflicts with window, select the calendars from which availability needs to be checked for the resource and click Apply.

  1. Click the edit icon against Add Bookings to section and choose any calendar to which the resource bookings should be added to. Click Apply.
                               

While booking a resource, its availability will be checked from the calendars chosen under 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.

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.


                        

 

 

 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG



                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now









                                                                                                                          • Related Articles

                                                                                                                          • How to Connect Your Calendar

                                                                                                                            Connecting your calendars with Bookings makes it easy to handle your appointments across multiple calendars. Highlights of this feature: Check availabilities from multiple calendars and open slots to customers accordingly. Add appointments to any ...
                                                                                                                          • Resource Availability

                                                                                                                            Customize Available Times Check "Customize Available Times" to set any available time slots for the resource that are different from the usual business hours. On the "Edit Working Hours" page, set the new working hours, then click Save. The ...
                                                                                                                          • Calendar View

                                                                                                                            Calendar View displays your customer appointments on a calendar layout. Navigate to the required day, week, or month, to find appointments labeled on the corresponding date or time, and associated to the respective staff. Calendar view can be viewed ...
                                                                                                                          • Resource Assigned

                                                                                                                            Go to Services on the menu panel and select the required resource booking services. Then click Resource Assigned. You can view the resources assigned to the service here. Click Edit to associate a different resources to the service. To remove an ...
                                                                                                                          • Resource Properties

                                                                                                                            Super admins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information. Resource details such as information, availability, the Booking URL to book the resource, as ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources