Using and Scheduling Resources
Resources in Pathfinder can be rooms, items, etc. They have a user capacity and can be associated to a Location.
2b. If the setting is not listed, CLICK "New" in the top left and select the setting from the drop down.
3. TYPE the number 1 into the "Value" field. Then SELECT "Boolean" from the "Data Type" drop down.
4. CLICK the "Update" button to save the setting.
CLICK on the “Practice” menu and SELECT “Resources”.
This is the Resources list. You can see all the Resources in your system here with their Descriptions, Locations, capacities, and Start/End Dates.
To add a Resource:
CLICK on the “New” button:
The only fields required to create a Resource are the Name, Capacity, and Start Date. Optionally, you can add a Description of the Resource, an End Date, one or more Locations, an Address, and Notes.
To associate the Resource with a Location:
CLICK on the “Add” button in the “Locations” tab:
This will let you select one of the Locations you’ve set up in your system and a start and end date to keep track of when the Resource was at one Location versus another.
To delete the selected Resource(s) or export a spreadsheet of all Resources:
CLICK the ellipsis (...) button In the Resources list
To view a Resource calendar in “Practice Schedule”:
CLICK on the plus (+) sign next to “Resource” and choose one or more location.
The calendar will show the events that are using the Resource.
To add a Resource to an event:
Add or edit an attendee in the “Attendees” tab, or it can be changed from the “Employee” tab in the event.
If capacity warning appears when creating or updating an event with a Resource:
CLICK “Double-Book” to continue scheduling, or “Cancel” to view the conflicts and make changes to the event.
NOTE: Any Resource that you double-book will run the risk of not being available for that session.
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