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How to Set Up and Use Resource Groups

Enjoy one-click access to the schedules of the teams you work with most often, by creating resource groups.
Timify
By TIMIFY
Updated 19 December, 2023

If you frequently work with the same team members, and want to have easy access to their schedules - or to add them to a meeting as a group, instead of one-by-one - this feature is for you.

Good to know

  • Available for Enterprise Plans

  • This is a user based setting. That means, each user can customise the feature to suit their needs

Article Structure

How to create a Resource Group

How to view Resource Groups in your Calendar

How to add Resource Groups to Bookings

How to create a Resource Group

  1. From your calendar home, click on the resources dropdown in the calendar bar

  2. Click on add new resource group

  3. Give your resource group a name

  4. Click on resources in your list to add them to the group

  5. Save your group. That’s it!

How to view Resource Groups in your Calendar

Resource groups can be utilised for the agenda and shift plan, as well as for the daily and weekly calendar views. Simply select your preferred calendar view, then select the resource group from the resource display. Here are a few handy tips on managing resources from the resource display window:

  • Use the drag-and-drop to manage the order resources appear in.

  • Would you like to view a combination of resources from your resource group, plus additional resources? You can. Simply swap in additional resources from your resource list, and/or swap out resources from the group.

You can re-order the resource group, swop out resources, and/or add in other resources from the resource display.

Don't forget the scroll function! You can view unlimited resources from the daily view in the calendar. Here's more info.

How to add Resource Groups to Bookings

When you add a booking to your calendar, or when you search for a booking slot in the fast booking widget, instead of selecting individual resources from the resource dropdown, you can select a resource group.

You can re-order the Resource Group, swop out resources, and/or add in other resources from the Resource Display window.

Once selected, each resource appears individually. Just as in the calendar display, this gives you the flexibility to add in and/or swap out resources.

A tip for calendar bookings: check the availability of your resources before you add the booking.

You can select a Resource Group for Calendar Bookings

Want to learn more about resources? This article is a good place to start.