Blog Resource Booking: CRM Card Set-up

Resource Booking: CRM Card Set-up

CRM

Vlad Kovalskiy

2 min

4344

Updated: May 5, 2023

Vlad Kovalskiy

Updated: May 5, 2023

Dear Bitrix24 users,

If you have a beauty salon, computer repair shop, fitness studio, car wash, pet grooming salon or run any other service-based business, you will find this Bitrix24 option especially handy and useful - the resource booking in CRM.

This option in your Bitrix24 CRM allows to add to CRM cards all the necessary information about the service booked, including the service name, time, the specialist to provide the service.

Now there is a Book a Resource type of a custom field in leads and deals that you may add to the CRM card. This field includes the number of useful settings like field name, select resources and users option, date, time and service duration, time zone. There is also an allow overbooking option to book a service for many clients for the same time - conferences or other group meetings.

Screen Shot 2021-02-17 at 1.33.21 PM.png

Screen Shot 2021-02-17 at 1.33.21 PM.png

For more information and detailed instructions, please see this article.

Run your service-based business daily routine with ease and convenience in Bitrix24 CRM!

Happy resource booking,
Your Bitrix24 team

FAQ

What is resource booking in Bitrix24 CRM?

Resource booking allows you to manage and book resources such as meeting rooms, equipment, and other shared resources.

How do I set up a resource booking in Bitrix24 CRM?

You can set up it by creating a new CRM card, adding the Resource Booking block, and then configuring the block by setting up the resource availability, working hours, and other settings.

What are the benefits of using resource booking in Bitrix24 CRM?

A centralized and easy-to-use system for managing and booking resources, improved scheduling and coordination of resources, and increased efficiency in resource allocation and utilization.

Can I customize the resource booking settings in Bitrix24 CRM?

Yes, you can configure the Resource Booking block, adding custom fields, and setting up rules for resource availability, working hours, and other settings.

Can I integrate resource booking in Bitrix24 CRM with other applications?

Yes, you can integrate it with other applications using the Bitrix24 API or by using third-party integrations such as Zapier.

How does resource booking in Bitrix24 CRM help in managing meeting rooms?

It helps in managing meeting rooms by providing a centralized and easy-to-use system for booking and scheduling meeting rooms, setting up rules for availability and working hours, and integrating with other tools such as calendars and video conferencing applications.

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free