If you’re just managing a handful of resources, you can probably easily see everything at once. But what if you book a lot of stuff, or you book differet kinds of stuff?
You can group resources onto different calendars, so that you can view a few of them at a time, or quickly see groups of them when the phone rings.
To create new calendars, simply click on My Settings in the main navigation and choose Calendars from the sub navigation. Click the “Add New” link next to the page heading and give your calendar a name and click Create. You can repeat this process for each calendar you’d like to create.
Next, you need to assign resources to each calendar. Click on Resources in the main navigation to return to your resources list, and click on the name of any resource to bring up the edit window. On the right side just above the Update button you’ll see a list of your calendars. You can check the box next to each calendar you want this resource to appear on.
Separating Resource Types
Once you experiment with creating a few calendars, you’ll probably get a feel for their most effective use for your organization. But I’m going to provide a few examples here, to get you in the right frame of thinking.
The first and most obvious use for multiple calendars is to separate different types of resources. A resort might take reservations for hotel rooms, cabins, dock slips and dormitories for overflow space. In ResEngine each of these resource types could have it’s own calendar, so when a call comes in for a dock slip reservation, a single click can display availability for only dock slips. Likewise for the other types of properties.
Location-based Calendars
Similar to the above example, location-based calendars separate resources based on geographic location. This works well if you manage three equipment rental stores, or take reservations for airplanes at multiple airports. If resources move between locations they can be easily updated to reflect their current location.
Feature-based Calendars
Because resources can be assigned to multiple calendars, you can use them as “tags” to group resources in different ways based on their characteristics.
If you take reservations for hotel rooms, you might group them in different ways on the following calendars: Singles, Doubles, Ocean View, Pool View, Handicap Accessible. One room might be assigned to any number of these calendars based on its characteristics.