CRM

Resource Booking: CRM Card Set-up

Resource Booking: CRM Card Set-up
Oksana Bednenko
February 17, 2021
Last updated: February 18, 2021
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

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 
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