> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-resource-planner/user-guide/booking-a-resource.md). # Booking a Resource The **Resource Planner** calendar is divided into individual time cells that represent available booking slots for each resource. Users can create new bookings by selecting the appropriate time slot within the planner. #### Creating a Resource Booking To create a new booking: 1. Locate the required resource and time slot in the Resource Planner. 2. Right-click the desired calendar cell. 3. Select **Add New** from the context menu. 4. Enter the required booking details. 5. Click **Save**.
The Resource Planner refreshes and displays the newly created booking. #### Booking Details The **Add New** window allows users to enter the details of the booking. The available fields are:
Field NameDescription
UsersA complete list of all users within the CRM system. This is a multi-select box so you can select more than one user as a participant. Users do not need to be enabled for Resource Planner access, or viewed as a resource to be present on this list.
CompanyThe Company associated with this entry. In this case
PersonThe Person associated with this entry.
RecipientAn additional free text field that allows you add any additional details you may require for the Participants section.
ActionThe Action type to be associated with this entry. We have selected Meeting in our example.
Date / TimeThe start date time. This default to the value of the cell you clicked to bring up this screen. In this case 09:30.
End TimeThe end date time. This defaults to the value of the cell you clicked plus 30 minutes.
DetailsA free text field allowing you to enter any additional details for the entry.
#### Viewing Bookings After saving the booking, the Resource Planner refreshes to display the new calendar entry. The appearance of the booking is determined by the configured **Calendar Color Preferences** To view the details of a booking, position the mouse pointer over the booking icon. A summary of the booking information is displayed.