Use resource templates

Speed up resource creation with reusable template settings.

Resource templates help you create similar resources faster.

Use them when multiple resources share the same setup.

What a template can include

A template can store:

• common description fields
• a default category
• tariff settings
• minimum booking settings
• free field defaults

1

Open the template overview

Go to the BackOffice area where resource templates are managed.

2

Create a template

Click Add and enter the shared settings.

3

Save the template

Save the template so you can reuse it.

4

Create a resource from the template

Start a new resource and select the template.

Then complete the resource-specific details.

Frequently asked questions

Do template changes update existing resources?

No.

Changes only affect new resources created later.

Can I create a resource without a template?

Yes.

Templates are optional.

What is the difference between a template and a category?

A template speeds up creation.

A category groups resources in planning.

Related topics

• Create a resource
• Create resource categories
• Configure resource tariffs