Usage Guide
Resources Groupsโ
Create resource groups through the Resources area to organize staff by team, department, or skill set.
info
Resource groups help you categorize staff for easier filtering and assignment. For example, create groups for "Developers", "Designers", or "Support Team".
Assign Staff as Resourcesโ
- Select a staff member.
- Set their status as Active or Inactive.
- Assign them to a Resources group to make them available for booking.
warning
Only staff members assigned to a resource group will appear in the booking interface. Make sure to assign all relevant staff before creating bookings.
Bookingsโ
Create and manage bookings through the Booking menu:
- Schedule staff for specific time periods
- Assign resources to projects or clients
- Track booking status
Reportsโ
Generate detailed reports from the Reports menu to track:
- Resource utilization
- Booking history
- Staff availability
Calendar Viewโ
View all bookings in a visual calendar format under the Calendar section.
Export & Searchโ
Every menu supports:
- Export data to various formats
- List views with sorting and filtering
- Search for quick lookup
Support
Visit the Support Ticketing Area.