Reserving Resources for Events

Reserving resources is similar to inviting attendees. You must create resource records at Activities > Setup > Resources > New > New before you can reserve them for events.

To reserve a resource for an event:

  1. On the event record, click the Resources subtab.

  2. In the Resource column, select the resource you need to reserve. The resource availability for the time of this event shows in the Availability column.

  3. Click Add.

    You can view the availability of the resource for other times on the Availability subtab after you have added the resource.

If you have not provided a location for your event, NetSuite uses the location associated with the resource you are planning to use as the suggested location for the event. For example if you add “Conference Room A, San Mateo” to an event with a blank Location field, the location will be updated to San Mateo. This only happens when first adding a resource. If you subsequently change an event resource the main event Location field remains the same, assuming you want to use a resource from another location, but not change the physical event location.

Related Topics

General Notices