Resource Bookings

Book resources for events, projects, or specific dates to avoid double-booking and optimize utilization.

What you can do

• Assign any resource to an event, project, or period
• Track start/end dates, logistics notes, or booking status
• See all active or past bookings at a glance

How to book a resource

1. Go to the Resources profile
2. Open the Bookings tab
3. Click Add booking
4. Choose link type (event/project/other), select dates
5. Assign contact, company, and notes as needed
6. Save

Important Update bookings promptly if schedules shift—this maintains accuracy and prevents operational bottlenecks.

Related guides

• Creating a resource
• Attaching documents