Resource Booking

Configuration > Asset Management > Resource Booking

Configuration > Calendars & Appointments > Resource Booking

Related Guides:

• Asset Resource Booking
• Agent Resource Booking

Asset Resource Booking Information#

Field	Type	Description
Configure Asset Types	Button	This will open up the menu for creating and editing Asset Types. This is the same menu as the separate Configuration menu called Asset Types.
Configure Workdays	Button	This will open up the menu for creating and editing Workdays. This is the same menu as the separate Configuration menu called Workdays.
Configure Ticket Types	Button	This will open up the menu for creating and editing Workdays. This is the same menu as the separate Configuration menu called Ticket Types.

Agent Resource Booking#

Field	Type	Description
Enable Agent Appointment Booking	Checkbox	Allow users to book appointments with agents, this can be configured under the settings tab of ticket types, under the dropdown "Agent resource booking" When enabled, users will see a button at the top of their ticket which they can click to book appointments with the agent/team of the ticket.
Users must be logged in to create a booking	Checkbox	If selected, users can't create appointments if they are not logged into Halo.
Allow timezone selection on Agent appointment bookings	Checkbox	If selected, users will be able to book appointments via resource booking in a chosen time zone, rather than their own time zone. The times available to choose from will still use the team's set working hours for resource booking, but they will be recalculated to show what time this is in the selected time zone. Useful when users are in various locations around the globe or travel around a lot so may not always be in the same time zone.
Booking Types	Table	Create different booking types to be able to select, when users are booking appointments with agents. The single select "Booking Duration" on the booking screen on the end-user portal, is where the type of appointment is selected from. This can be set by default on the ticket type.
Minimum hours in advance to allow booking	Integer	Decide the minimal amount of hours in advance users can booking an appointment.
Maximum days in advance to allow booking	Integer	Decide the maximum amount of days in advance users can book an appointment.
Show phone number field when booking	Single Select	Decide whether to show the phone number field or not when users are booking appointments with agents, this can be set as mandatory, so the user is forced to give a phone number.
Show email address field when booking	Single Select	Decide whether to show the email address field or not when users are booking appointments with agents, this can be set as mandatory, so the user is forced to give an email.
Exclude new Agents from Resource Booking by default	Checkbox	When enabled, any new agents that are created will be excluded from team resource booking calendars by default. Whether an agent is included/excluded from resource booking is toggled in their preferences using the setting "Exclude Agent from Resource Booking calendar".