Adding a Resource

Resources are limited by the package you choose. You can upgrade or downgrade your resources at any time. The trial version is unlimited.

Resource can be created in a number of ways using one of the following methods.

  • Web interface (Sidebar, Settings Page)
  • CSV Upload
  • API

Only Resources with rights can create and schedule resources. When a resource is created they will be available to book and be available in your “Manage Resources” page.

Adding a Resource via the Sidebar (Add New)

Using the sidebar is probably the most common way of adding new resources. Follow the steps below to add a new resource from the sidebar.

  • Navigate to your scheduler
  • Choose “Resources” from left the sidebar tabs
  • Choose “Add New”
  • Choose “Add New Resource”
  • A Resource Modal (pop-up) appears where you can add New Resource information

hub-planner-sidebar

Adding a Resource via the Settings Page

Follow the steps below to add a new resource from the “Manage Resource” Page.

  • Navigate to your “Settings” Page in the top right header
  • Choose “Manage Resources” from the left Sidebar
  • Choose to “Add New Resources” from the Menu on the top right
  • Choose “Add Single Resource”
  • A Resource Modal (pop-up) appears where you can add New Resource information

hub-planner-settings-page

Adding a Resource via the CSV Resource Upload

  • Navigate to your “Settings” Page
  • Choose “Manage Resources” from the left Sidebar
  • Choose to “Add New Resources” from the top right Menu
  • Choose “Add Multiple Resources”
  • An Upload Modal (pop-up) appears where you can add New Resource information via csv. Please refer to bulk upload section

API

You can use the API to create new Resources in Hub Planner. Please refer to the API section.