How to Create a Resource Template How to Create a Resource Template

How to Create a Resource Template

Jason Siu Jason Siu

Hello,

Thank you for visiting our Frontlion 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:

Roles

  • Company Actions > Workflow templates

Queue Views

  • N/A
  1. Login to your Frontlion account, click on the Manage tab, then click Workflows


  2. On the workflow you would like to add, hover on the 3 dots, and click Edit


  3. On the left menu under the�Bookings�section, click on�Resources


  4. Click on the Add Resource button


  5. Type in the Resource Name field to name a new resource and click on�Supported Services


  6. Select the Services you want to add to your resource


  7. Once you have added your services, click�Save


  8. 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 Frontlion Support.