How to Schedule, and Reserve Company Resources

How to Schedule Resources: Staff, Equipment, and Meeting Rooms

If your company needs to schedule staff, equipment, meeting rooms, tools, or even vehicles, Aptien offers a straightforward scheduling calendar that serves as a simple booking system. It provides a clear overview of who has what reserved and when resources are available. There's no need for a complex, external booking system; everything is seamlessly integrated within Aptien. 

How it works in Aptien

• You can use the reservation calendar for any type of record.
• What you need to book is set up as a bookable item (e.g., a specific employee, machine, vehicle, etc.).
• Resource reservations are made using the scheduling calendar as entries.
• Each booking is a distinct event on the calendar.
• All users with access to the organizer can view these bookings.
• The scheduling calendar makes it easy to see when something is available and when it's reserved.

Booking Procedure 

1. Select the item you wish to book.
2. Go to the 'Minutes' tab and create a 'Booking'.
3. Fill in the required details, including the date and time of the booking. You can also specify additional information such as the person responsible (e.g., driver, meeting organizer), attendees, purpose, or destination, as needed.
4. Upon saving the entry, the selected item is automatically reserved for the specified period.
5. The booking will then appear on the scheduling calendar.

How to Add a New Appointment for Scheduling and Reservation

• If you need to add a new appointment / reservation type or service that clients can book, you can easily do so (as an administrator).
• Check out the guide on how to add a new reservation event type.