The methods are very similar for events or Projects. This process describes the project bookings, but see Event Section further down for event specifics.
Then simply select “Schedule Resource”. Select your resource and confirm by clicking “Schedule Resource”
Once you have made the selection you can choose one of the following methods to add a project booking, both are very similar:
Simple click followed by a click on a three-dotted sign
Choose “Schedule” from tools
You first need to navigate to your Project’s scheduling grid:
To create Bookings for Resources is similar to Projects:
Adding event bookings is very similar to projects, except you do not have a grouped menu when adding them.
When creating a booking, you have the option to create it as a ‘repeat booking’ where you can choose the interval and frequency you wish.
Navigate to your scheduler and select the cells where you want to make a booking
Click the three-dotted sign and click on the ‘Repeat’ option from the selection
This will open more options, where you can specify the interval and frequency of the booking as well as color of the booking
Click on the repeated booking you want to edit first and then click on the three-dotted sign
Select ‘Edit’ from the options and ‘Edit Booking’
Edit as you wish and then select whether you want to apply the changes made on only the one single booking or all repeated bookings by clicking ‘Update Booking’ or ‘Update All’
To delete a repeated booking, follow the steps described above to ‘Edit Booking’
In the pop-up modal, in the left bottom corner is a red trash icon, click the icon and click ‘Delete Booking’
After that, you will be given the options to choose if you want to ‘Cancel’, ‘Delete All’, ‘Delete All Future’ or ‘Delete This’