Calendar resources and teams

Modified on Tue, 5 May at 7:08 PM

Calendar resources and teams

Resources are the users, locations, or other entities with calendars that can be booked. Teams and tags help group resources for efficient scheduling and filtering in booking forms.

TL;DR

Resources: Calendar → Settings → Resources — add users/locations with available hours, base address, and postal codes. Tags: Flexible labels (e.g. "Electrician") for filtering in booking forms. Teams: Fixed groups that book together (e.g. 2 technicians + van always as a unit). Manage both under Calendar → Settings → Teams and tags.

4 things to know

1

Creating a user resource

Go to Calendar → Settings → Resources → New user resource. Link to an existing user account (or create standalone). Set Available hours (e.g. Mon–Thu 09:00–17:00, Fri 09:00–15:00 — use + to add multiple blocks per day). Set the resource active to make it bookable.

2

Resource tags — for filtering

Tags categorize resources by capability or type (e.g. "Salesmen", "Technicians", "Meeting rooms"). A resource can have multiple tags. Tags are used to filter which resources appear in a booking form — e.g. show only resources tagged "Senior" when a customer selects a senior consultant. Create tags under Calendar → Settings → Teams and tags → New resource tag.

3

Resource teams — for fixed combinations

Teams are groups of resources that are always booked together (e.g. Person A + Car 1 always as a pair). When a team is booked, all team members are booked simultaneously — the system checks availability for all members at once. Create teams under Calendar → Settings → Teams and tags → New team and select members. Teams vs tags: teams = fixed booking units, tags = flexible filters.

4

Base address and postal codes

Base address: The resource's starting/ending location — used for route optimization and drive-time calculations. Operable postal codes: Limits which customer addresses the resource can serve. Format: individual codes (2000, 2100), ranges (2000-2400), or wildcards (2*, DK-1*), comma-separated. Deactivate a resource to hide it from all booking forms without deleting it.

Common searches

calendar resource • resource teams • resource tags • booking resource • working hours • service area postal codes • add employee to calendar

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