The BPro Calendar uses what we call 'Resources' (formerly referred to as 'Assets') as bookable areas that BPro events can be assigned to. Read below to learn how you can add, edit and manage your company's bookable resources.
The Resource Management page can be found under the Customize menu.
Our system supports 3 types of bookable company resources:
Vehicle:
Vehicle resources have the ability to travel. This resource type is used in situations where your company needs to travel to the client. Whether you are providing a service or delivering something to the client, the 'vehicle' type is perfect for booking events in your calendar when you need to 'get from point A to point B'.
Location:
Location resources are perfect for fixed-operations, ie. brick and mortar locations owned by your company. Location resources are perfect for when the client comes to you! They can be a great option for identifying a specific bay at your shop, or possibly your company's storage warehouse.
Space:
Space resources are a NEW resource type. This resource is intended to open new opportunities when it comes to making bookings. 'Spaces' are a great option if you book multiple client's into the same thing, ie. a class, a training group, a seminar, or maybe even a party! *Note: We will be giving this resource type a capacity option in future updates so that you can ensure your 'spaces' are as full as they can be.
Easily Create New Resources
Creating new resources is quick and simply process. Click 'create new resource' to quickly add a new resource to your calendar. When adding or editing a resource, you can Set the name, type, colour, image, and active/inactive status.
Depending of the resource type you select, you will have different fields available to enter information.
Vehicles have a field to note the license plate number of the vehicle.
Locations and Spaces are physical locations and have the ability to have a Global Address record tied to them. This address will let a client know where to go for their appointment. You can add a new Global Address to assign to the resource, or you can select an existing one.
Resources can be edited and set as Active / Inactive at any time. When set as inactive, the resource will no longer display in your calendar as an available option to book into.
Important NOTES:
If a resource is no longer needed, it is best to deactivate it.
Deactivating a resource will retain that resource assignment on all existing orders/events. However, the deactivated resource will no longer show as an available, bookable resource from that point forward.
Changing a Location or Space resource's address, will update the address displayed for that resource on all orders/events in the system that are assigned to it.
Deactivated resources will remain assigned/reflected on all active recurring order's events that they are linked to. This is to prevent an entire recurring series from suddenly being unassigned. To un-assign the deactivated resource from the recurring series, edit an event on the recurring series, select a new resource, click apply to future (if you want to new assignment to carry forward to future jobs) and then re-save.
Please chat in if you have any questions on how to use the CRM Form Customization feature!