Manage Branches

Add Branch

Steps to add a branch

1. Login to Zoho Calendar.
   
2. Go to Resources > Settings > Manage resource.
   
   
3. Click on Add Branch from the top-right corner of the screen.
   
4. Enter the Branch Name and Time Zone.
   
5. Enter the email address of the branch maintainer. You can add multiple maintainers to the same branch.
   
   
6. Enter the Building Name and the No. of Floors in the building.
   
7. Click Add Floor to add another floor to your building. You can change the name of the floors as well.
   
8. To add another building, click the Add Building button in the form.
   
   
9. To delete the building or the floor, click on the Trash icon next to the building/ floor.
   
10. Click Create Branch to add the branch.
    

Edit Branch

Steps to edit a branch

1. Login to Zoho Calendar.
   
2. Go to Resources > Settings > Manage resources.
   
   
3. To edit a branch, hover over the branch and click the Edit icon next to the branch.
   
   
4. Make the necessary changes to the branch and click Update Branch.
   

Delete Branch

Steps to delete a branch

1. Login to Zoho Calendar.
   
2. Go to Resources > Settings > Manage resources.
   
3. To delete a branch, hover over the branch and click the Delete icon next to the branch.
   
   
4. The branch will be removed. 
   

Import Branches

Sample files for importing branches

Steps to import branches to Resource Booking

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Branches.
   
3. Click on the Import icon from the top right corner of the screen.
   
   
4. Browse and select the import file. 
5. Select the file type as CSV or TSV file.
   
   
6. Click Import to start importing your branches.
   
   
7. Once your branches are imported you can view it on the left pane of your Resource Booking window under Locations.
   

Export Branches

Steps to export branches from Resource Booking

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Branches.
   
3. Click on the Export icon from the top right corner of the screen.
   
   
4. Choose to export the file as CSV or TSV type.
   
   
5. Click Download to save the file to your computer.
   
6. You can choose to secure your file using a password. Check the Secure your files check-box to provide a password to protect the file you download.
   

1. The password must contain at least 8 characters with a mix of upper, lower case alphabets, numbers and special characters (#, ?, !, @, $, %, ^, &, *, -)
   
2. You cannot recover the secured file if the password is forgotten.

Print Branch List

Steps to print the branch list

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Branches.
   
3. Click on the Print icon in the top right corner of the screen.
   
   
4. The Print window opens. Select the printer in the destination and click Print. 
   

Manage Rooms

Add Room

Steps to add a room

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
   
3. Choose the branch to which you want to add rooms using the location drop-down.
   
   
4. Click on Add Room from the top right corner of the screen.
   
   
5. Enter the Room Name, Location, Room Type and Seating Capacity of the room.
   
6. Click Add Feature to start adding features like AC, Wi-Fi, Monitor, Projector, White Board and LAN to the room.
   
   
7. To delete the features, use the Remove icon next to the feature you want to delete.
   
8. Click Add Photograph to insert a picture of the room. Drag and drop the image in the window or use Browse option to pick the image.
   
   
9. Once you have selected the image, click Insert to add the picture to the room.
   
   
10. If you want to delete or edit the room photo, hover over the image and click on the Edit or Delete icon.
    
11. Click Save to add the room.
    

You can also add a room by clicking the Add room button on the top right corner of the Resource Booking grid and following the steps given above.

Edit Room

Once you have added a room, you can make changes to the room anytime by accessing the room and editing it from the room settings. 

Steps to edit a room

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. To edit a room, hover over the room and click the Edit icon next to the room.
   
   
4. Make the necessary changes to the room and click Save.
   

Delete Room

Steps to delete a room

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. To delete a room, hover over the room and click the Delete icon next to the room.
   
   
4. The room will be removed.
   

Show/ Hide Room

Steps to show/ hide rooms

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. To show/hide a room, turn on or turn off the show/ hide button next to the room.
   

The rooms will be hidden from being shown to the users in the organization but will not be deleted. You can use this option whenever the rooms are not in a condition to be used. You can again choose to show the rooms in the users' resource booking grid following the steps given above.

Import Rooms

Sample files for importing rooms

Steps to import rooms

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. Click on the Import icon from the top right corner of the screen.
   
   
4. Select the file type as CSV or TSV file.
   
   
5. Browse and select the import file.
   
   
6. Click Import to start importing your rooms.
   

The importing of rooms will take some time. If you face any issues with importing rooms and branches, mail your queries with details and screenshots to support@zohocalendar.com.

Export Rooms

Steps to export rooms

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. Click on the Export icon from the top right corner of the screen.
   
   
4. Choose to export the file as CSV or TSV type.
   
5. Click Download to save the file to your computer.
   
6. You can choose to secure your file using a password. Check the Secure your files check-box to provide a password to protect the file you download.
   

1. The password must contain at least 8 characters with a mix of upper, lower case alphabets, numbers and special characters (#, ?, !, @, $, %, ^, &, *, -)
   
2. You cannot recover the secured file if the password is forgotten.

Print Room List

Steps to print the room list

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Rooms.
   
3. Click on the Print icon in top right corner of the screen.
   
   
4. The Print window opens. Select the printer in the destination and click Print.
   

Manage Features

Add Feature

Steps to add a feature

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
   
3. Click on Add Feature from the top right corner of the screen.
   
   
4. Enter the Feature Name and Feature Type. You can select the feature type as Character (Yes, No, etc.,), Number (1, 2,3, and so on) or Availability.
   
   
5. Click Save to add the feature.
   
   
6. The feature will now be listed while creating a room. You can choose to include the feature in the room.
   

Edit Feature Name

Steps to edit a feature

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
3. To edit a feature name, hover over the feature and click the Edit icon next to the feature.
   
   
4. Make the necessary changes to the feature name and click Save.

Delete Feature

Steps to delete a feature

2. Go to Settings  > Resources > Room Settings > Features.

3. To delete a feature, hover over the room and click the Delete icon next to the feature.

Show/ Hide Feature

Steps to show/ hide features

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
3. To show/hide a feature, turn on or turn off the show/hide button next to the feature.
   

This will show/ hide the feature from being listed while creating a room instead of completely deleting it. You can again choose to show the feature in the add room window by following steps given above.

Import Features

Steps to import features to Resource Booking

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
3. Click on the Import icon from the top right corner of the screen.
   
   
4. Select the file type as CSV or TSV file.
   
   
5. Browse and select the import file. 
   
   
6. Click Import to start importing your features.
   

Export Features

Steps to export features from Resource Booking

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
3. Click on the Export icon from the top right corner of the screen.
   
   
4. Choose to export the file as CSV or TSV type.
   
5. Click Download to save the file to your computer.
   
6. You can choose to secure your file using a password. Check the Secure your files check-box to provide a password to protect the file you download.
   

1. The password must contain at least 8 characters with a mix of upper, lower case alphabets, numbers and special characters (#, ?, !, @, $, %, ^, &, *, -)
   
2. You cannot recover the secured file if the password is forgotten.

Print Feature List

Steps to print the feature list

1. Login to Zoho Calendar.
   
2. Go to Settings  > Resources > Room Settings > Features.
   
3. Click on the Print icon in the top right corner of the screen.
   
   
4. The Print window opens. Select the printer in the destination and click Print. 
   

Room Preferences

Download the sample file formats by clicking on the attachments given below: