<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong id="isPasted"><span style="font-size: 11pt;">Configuration > Asset Management > Resource Booking</span></strong></p><p><span style="font-size: 11pt;"><strong id="isPasted">Configuration > Calendars & Appointments > Resource Booking</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong>Related Guides:</strong></span></p><ul><li style="font-size: 11pt;"><strong><a href="https://usehalo.com/haloitsm/guides/1329/" rel="noopener noreferrer" target="_blank" style="font-size: 11pt;">Asset Resource Booking</a></strong></li><li style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1946/" rel="noopener noreferrer" target="_blank" style="font-size: 11pt;"><strong>Agent Resource Booking</strong></a></li></ul>
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</style><p><strong><span style="font-size: 14pt;">Asset Resource Booking Information</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 14.797%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 51.9609%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;">Configure Asset Types</td><td style="width: 14.797%;">Button</td><td style="width: 51.9609%; text-align: left;">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.</td></tr><tr><td style="width: 33.3333%;">Configure Workdays</td><td style="width: 14.797%;">Button</td><td style="width: 51.9609%; text-align: left;">This will open up the menu for creating and editing Workdays. This is the same menu as the separate Configuration menu called Workdays.</td></tr><tr><td style="width: 33.3333%;">Configure Ticket Types</td><td style="width: 14.797%;">Button</td><td style="width: 51.9609%; text-align: left;">This will open up the menu for creating and editing Workdays. This is the same menu as the separate Configuration menu called Ticket Types.<br></td></tr></tbody></table><p><strong><span style="font-size: 14pt;">Agent Resource Booking</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 15.3285%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 51.4294%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="enableagentbooking">Enable Agent Appointment Booking<br></td><td style="width: 15.3285%;">Checkbox</td><td style="width: 51.4294%; text-align: left;">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.</td></tr><tr><td style="width: 33.3333%;" id="agentbookingonlyauthenticated">Users must be logged in to create a booking<br></td><td style="width: 15.3285%;">Checkbox</td><td style="width: 51.4294%; text-align: left;">If selected, users can't create appointments if they are not logged into Halo.</td></tr><tr><td style="width: 33.3333%;" id="enable_agentbooking_timezones">Allow timezone selection on Agent appointment bookings<br></td><td style="width: 15.3285%;">Checkbox</td><td style="width: 51.4294%; text-align: left;">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. </td></tr><tr><td style="width: 33.3333%;" id="bookingtypes">Booking Types</td><td style="width: 15.3285%;">Table</td><td style="width: 51.4294%; text-align: left;">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.</td></tr><tr><td style="width: 33.3333%;" id="agentbooking_min_hours_advance">Minimum hours in advance to allow booking<br></td><td style="width: 15.3285%;">Integer</td><td style="width: 51.4294%; text-align: left;">Decide the minimal amount of hours in advance users can booking an appointment.</td></tr><tr><td style="width: 33.3333%;" id="agentbooking_max_days_advance">Maximum days in advance to allow booking<br></td><td style="width: 15.3285%;">Integer</td><td style="width: 51.4294%; text-align: left;">Decide the maximum amount of days in advance users can book an appointment.</td></tr><tr><td style="width: 33.3333%;" id="bookingshowphonenumber">Show phone number field when booking<br></td><td style="width: 15.3285%;">Single Select</td><td style="width: 51.4294%; text-align: left;">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.</td></tr><tr><td style="width: 33.3333%;" id="bookingshowemailaddress">Show email address field when booking<br></td><td style="width: 15.3285%;">Single Select</td><td style="width: 51.4294%; text-align: left;">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.<br></td></tr><tr><td style="width: 33.3333%;" id="agent_resource_booking_default">Exclude new Agents from Resource Booking by default<br></td><td style="width: 15.3285%;">Checkbox</td><td style="width: 51.4294%; text-align: left;">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 "<a href="https://usehalo.com/haloitsm/guides/1409/#excludefromresourcebooking" target="_blank" rel="noopener noreferrer">Exclude Agent from Resource Booking calendar</a>". </td></tr></tbody></table>
