Set up the Resource Types & Resources hierarchy

Created by Jérôme Vincendon
Last updated: Feb 09, 2021

In order to start using Booker25, you first need to create a Resource Type hierarchy, followed by a Resource hierarchy.

The Resource Type hierarchy allows you to define an overall structure of your organisation, reflecting the type of resources you want to manage and how these are structured. For example: meeting rooms, which are located in a building, within a city, within a country.

You can then use the Resource hierarchy to represent what your physical organisation actually looks like: which meeting rooms are located in which cities, within which countries.

A fresh Booker25 installation automatically creates a Resource Type Rentable Resource and two Resources Sample Resource 1 & Sample Resource 2. These serve example purposes only and should be deleted. You may start by deleting the Resources, followed by the Resource Type. Make sure no reservations have been created on any of the Resources.

You can delete them by going to the Resources tab in the Booker25, selecting the Resource (Type), navigating to its Details subtab and clicking Delete.

1. Set up your Resource Type hierarchy

  • Navigate to the Booker25 app, either in Salesforce Classic or in Salesforce Lightning
  • Click on the Resources & Types tab

  • Click on the Resource Types subtab in the left column

  • Add children by clicking on the arrow next to a node, or by clicking the New Child button

  • Specify a Name and Icon that will be shown on the calendar

  • Click Save

  • A typical Resource Type Hierarchy may look like this:

  • Notice the last children in the tree, these have the Is Reservable checkbox checked on their Details page. This means they will be reservable on the calendar and in the widget
  • Reservable Resource Types require you to define where they get their opening hours from (Availability defined At - used in 3. Set up Availabilities -) and allow you to define a Default Price, Day Capacity Calculation & Default price calculation

Once you have set up you organisation's Resource Type hierarchy (the overall backbone of your organisation), you can start creating the actual Resource hierarchy. This process is similar to the one of creating the Resource Type hierarchy.

2. Set up your Resource hierarchy

  1. Navigate to the Booker25 app, either in Salesforce Classic or in Salesforce Lightning
  2. Click on the Resource tab

  3. Click on the Resources subtab in the left column

  4. Add children by clicking on the arrow next to a node, or by clicking the New Child button

  5. Depending on where you are in the tree, you will be able to select which Type the Resource is
  6. Make sure each Resource has a Timezone

Finally, define Opening Times on resources from which Resource Types take their availability. This can be done from a resource's Related tab and will allow you to actually book resources on the calendar.

3. Set up Availabilities


Now that you have set up your Resources, you can define their Availabilities (opening times). This is explained in the following article: Set Resource availability.




Set up your Resource hierarchy
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