Schedule

Creating bookings

There are two simple ways to create a booking: 1. Click and drag across the days you want to book 2. Click on one day, then edit the dates if necessary Please note: You will need sufficient permission...

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Adding time off, sick time and other types of downtime

Got a public holiday coming up and need to add time off for your entire team? No problem! Is someone off sick, or on maternity/paternity leave? With just a few clicks you can add these and other types of time o...

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Editing bookings

Click on an existing booking in the Schedule to edit it. If the booking is a multi-day booking, click on the day you want to edit and you’ll be given the choice to either edit the entire booking or just the dat...

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Duplicate or copy calendar events

If you want to copy a calendar event, all you need to do is hold down the SHIFT key and drag that event to where you want to copy it. You’ll see the cursor change to a copy cursor as you do this. Please note: ...

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Deleting bookings

Click on an existing booking in the Schedule to delete it. If the booking is a single day booking, just click Delete booking. Please note: You will need sufficient permissions in order to delete bookings. Plea...

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Booking clashes, the waiting list and capacity planning

Resource Guru features a clash management engine that prevents overbookings. This can be very useful for capacity planning and helps to identify resources when demand outstrips availability. If a resource do...

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Using the availability bar

Our unique availability bar shows you how much free time each resource has available. You can see at a glance who’s free and who’s fully booked. It’s also an easy way to create availability exceptions, e.g. whe...

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Creating availability exceptions, e.g. work on a weekend

Sometimes you need to make a one-off change to a resource’s availability, e.g., if someone’s planning to work over the weekend. In these cases, it’s important to make these changes directly in the Schedule inst...

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Filtering resources

Have you ever wanted to filter resources by things like department, location, or skills? If so, you're in luck! You can create whatever custom fields you need to help you drill down and focus on the resources y...

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Navigating the timeline

To view dates in the future or past, simply scroll left or right. Click Load more to view more data where available. To jump forward or backward by one week, use the arrow buttons near Today. You can als...

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