It is often the case that you create appointments for which you need to book resources or even plan an associated event.
To avoid having to perform these three steps one after the other in different modules, you can book the necessary resources and create a corresponding event directly when creating your appointment.
You can find out how to do this here.
1. create appointment #
First, of course, you have to create your appointment.
It is important that you do not save the appointment after you have entered all the information.
You can learn how to create an appointment here.
2. book resources #
Once you have entered all the appointment information, book all the required resources.
It is also important here that you do not save your appointment after you have booked the resources.
You can find out how to book resources directly in the appointment here.
3. create event #
Finally, you can now automatically create an event that is linked to your appointment.
We explain in detail how to create an event for a specific date here.
As this is the last step, you can now save your appointment.