Managing resources, rooms and their preferences | Zoho Calendar

Room Settings and Preferences

You can manage your branches, rooms, features and location from your Room Settings and Preferences. Add, edit and delete your branches and rooms, make changes to your default location and view by accessing these controls from your Resource Booking Settings.

Manage Branches

Add Branch

You can add several branches to your organization from the room settings. 

Steps to add a branch

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

Edit Branch

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

Steps to edit a branch

  1. Login to Zoho Calendar.
  2. Go to Settings  > Resources > Room Settings > Branches.
  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 Save.

Delete Branch

If you don't want to retain a branch, you can delete it from your resources. You can access the branch list and delete it from the room settings. 

Steps to delete a branch

  1. Login to Zoho Calendar.
  2. Go to Settings  > Resources > Room Settings > Branches.
  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

You can import branches as a file to resource booking in the settings. To import branches, you need to save your branch information in a CSV or TSV file. 

Sample files for importing branches

You can download the sample files for importing branches for CSV and TSV formats from below:
  1. CSV
  2. TSV

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

You can export the data of all your branches and rooms using the export option in the room settings.

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.
You can print the list of all the branches that are available in your organization using the Print Branch List option in your room settings.

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

You can add several rooms to your organization from the room settings. 

Steps to add a room

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

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

If you don't want to retain a room, you can delete it from your resources. You can access the room list and delete it from the room settings. 

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

You can choose to show or hide a room from the room listing and the grid. When you hide a room, it will not be visible to the users for booking.

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.

Import Rooms

You can import rooms as a file to resource booking in the settings. To import rooms, you need to save your rooms information in a CSV or TSV file. 

Sample files for importing rooms

You can download the sample files for importing rooms for CSV and TSV formats from below:
  1. CSV
  2. TSV

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.

Export Rooms

You can export the data of all your rooms using the export option in the room settings.

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.
You can print the list of all the rooms that are available in your organization using the Print Room List option in your room settings.

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

You can add several features to your rooms from the room settings. 

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 String, Number or Availability
  5. Click Save to add the feature.
  6. The feature will now be listed while creating a room.

Edit Feature Name

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

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

If you don't want to retain a feature, you can delete it from your resources. You can access the feature list and delete it from the room settings. 

Steps to delete a feature

1. Login to Zoho Calendar.
3. To delete a feature, hover over the room and click the Delete icon next to the feature.
4. The feature will be removed.

Show/ Hide Feature

You can choose to show or hide a feature from the feature listing and the grid. When you hide a feature, it will not be visible to the users while booking a room or for the admin while creating a room. 

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.

Import Features

You can import features as a file to resource booking in the settings. To import features, you need to save your features information in a CSV or TSV file. 

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

You can export the data of all your features using the export option in the room settings.

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.
You can print the list of all the features that are available in your organization using the Print Feature List option in your room settings.

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

You can make changes to your default location and customize your grid view using the options in Room Preferences. You can choose to show weekends and working hours in the grid while you make your bookings. Apart from these options, you also have the option to add your bookings as events in your calendar. When you switch on your Add to Calendar option, all the booking created from your end will be added as events in Zoho Calendar. Find out more about Room Preferences in the User Guide.

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