Hello,
Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you.
It looks like you are trying to Create a Resource Template.
In order to accomplish this, please follow these steps:
Permissions Required:
Queue Views
- N/A
- Login to your Qtrac account, click on the Manage tab, then click Workflows
- On the workflow you would like to add, hover on the 3 dots, and click Edit
- On the left menu under the Bookings section, click on Resources
- Click on the Add Resource button
- Type in the Resource Name field to name a new resource and click on Supported Services
- Select the Services you want to add to your resource
- Once you have added your services, click Save
- Click Add Resource to create more resources, or click Publish to save your workflow
You have now created your resources and are ready to assign them to your Schedule templates!
If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.
0
0
Was this article helpful?
0 out of 0 found this helpful
Articles in this section
- Vertical or Horizontal View of Service Guides
- How to Delete an Existing Service Guide
- How to Edit an Existing Service Guide
- How to Add Data Collection Fields in Service Guides
- How to Add Conditions to a Step in Service Guides
- How to Remove Steps in Service Guides
- How to Add Steps in Service Guides
- How to Connect Services or Advanced Rules in a Service Guide
- How to Add a Service Guide in Workflow
- How to Configure Auto Call Feature