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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. |
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In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please) |
A fresh Booker25 installation star |
Set up your Resource Type hierarchy
- Navigate to the Booker25 app, either in Salesforce Classic or in Salesforce Lightning
- Click on the Resource tab
Click on the Resource Types subtab in the left column
Set up your Resource hierarchy
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