Add a schedule resource

Make a team member or a piece of equipment bookable on the schedule, give it working hours and a holiday policy, and archive it when it leaves.

In the sidebar, open Settings, then choose Resources under Scheduling. The page address is /settings/org/schedule-resources. The page heading reads Schedule resources.

Before you start

• A resource is anything you put work on: a person or a piece of equipment. A person has to be a member of your team in Nova first; add them under Team & Roles if they are not.
• Resources belong to the branch selected in the top bar.
• Your role needs permission to create schedule resources. Otherwise Add resource is missing.

Steps

1. Press Add resource. A drawer opens.
2. Under Resource type, choose User for a person or Asset for equipment.
3. For a person, search under User and pick them. For equipment, type a Display name.
4. Leave Status on Active. Choose Inactive to set the resource up now and book it later.
5. Leave the Eligible for booking switch on so the resource can take work.
6. Set the Timezone only if this resource works in a different zone from the organization.
7. Under Working hours, leave inherited days alone and only change the days when this resource differs from the branch. Press Customize on a day to set its own times.
8. Under Holiday Policy, choose Inherit branch calendar (follow the branch's holidays), Ignore holidays (works through them) or Custom holiday calendar (a different regional calendar plus extra dates).
9. Press Create resource.

What you see

• The list shows Name, Type, Status, Schedulable, Timezone and Updated. Search with Search resources; Filters narrows by status and type.
• Each row has Edit and Archive. Archived rows show Restore instead.
• Editing a person adds a Photo choice (Use their profile photo or Custom photo), a Name source (User profile or Custom) and a Public provider profile section that controls how they appear when customers pick a technician in public booking.
• The linked User is fixed after creation. Create a new resource for another person so history stays put.
• In Public provider profile, Resource profile follows the resource name; Custom reveals Public display name. The public avatar uses the Photo setting.
• Show avatar and Show bio switch those details on or off for customers. Service public keys optionally limits the provider to the listed booking services; leave it empty for all.
• The edit drawer also holds Leave Policies: tick the time off policies this person follows and press Save policy assignments. See Set time off policies.

If something looks different

• The page reads No schedulable resources yet: everyone is switched off or nothing has been added. The Manage users link takes you to Team & Roles.
• Depending on your organization's reason rules, archiving may first ask you to confirm and give a reason. History stays; the resource just stops taking work. Restore brings it back inactive and switched off, so set Status to Active and turn Eligible for booking on again.
• An archived or inactive resource has gone from the list: Filters starts on Active only.
• A person is missing from the User search: your role cannot view users, or they are not a member yet.

Open Resources