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In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please)

Tip

Make sure to enable the following Record Types on your Profiles and Permission Sets:

Calendar

Single Resource Calendar

Multi Resource Calendar

(Reservation) Titles 

Reservation Title

Resource Title

Views

Single Resource Calendar View

Multi Resource Calendar View

When setting up a calendar configuration it is posible to show additional fields on the resource detail.

It is posible to show fields that are present on the resource object or on related objects.

Step-by-step guide

  • Click on Calendars in the menu bar
    • Click Go! next to All
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  • Select the calendar for which you want to define the fields
    • Scroll down to the Titles related list
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  • Click New Title to add new fields to display on the calendar resource detail.
  • Select Resource Title from the record type dropdown.
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  • Specify the api field name of the field you want to display and select other options to tweak the appearance on the title
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    • Info

    Field explanations for resource titles

    Field namedescriptionTitle NameThe API name of the field to displayLabelThe label to display next to the field valueBoldIf the field value should be made bold or not.CalendarThe calendar this title wil appear on.OrderThe order in which the titles wil be displayed lower values come first on the calendar.DynamicIf enabled the title is considered dynamic should be calculated based on the reservations in the current calendar view. For more information on dynamic titles see 

    This article explains how to customize what information is shown on each resource (or any other dimension) displayed in the left column of a multi calendar. You can use this to display a resource's capacity or a staff member's contact information, to name a few simple examples.

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    Create a Resource Title

    1. Go to the Calendars tab and find the calendar record that you want to edit.
    2. On the Related subtab, find the Resource Titles related list and click New.

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    3. Make sure to select Resource Title as the record type, and click Next.
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    4. For the Title Name, enter the API name of a field that you want to display. You can also enter fields on a related object using a cross object notation. For example, 'B25__Contact__r.Phone' would be a valid name on a Staff calendar.
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    5. Use the other fields to control how the information should be displayed, such as the font size, boldness and the order in which multiple titles are displayed. Keep in mind the label will be displayed directly in front of the value, it's usually a good idea to have it end with a space character.
    6. Leave the Dynamic checkbox unticked. Dynamic resource titles are explained in the article Dynamic resource titles.

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