Resource Hub - Customer and Resource Management

With more and more using 'Schedule it' as a CRM, or just needing a central place to find, manage, and track engagement with your resources, we have added the Resource Hub.

The Resource Hub centralizes access to all your customers, contacts, employees, projects, equipment and other resources into a single location to help you quickly find, get information on, or update them as needed. It gives quick and easy access for daily users without the need to access the advanced admin tools.

Use notes to keep track of your interaction with customers and clients. Adding a note to a resource automatically updates the resource's "Last Noted" date helping you track and sort by recent activity and engagement date.








Clicking a resource will open an information panel to show extra details like their attachments, connections, recent events booked against them and various statistics. From the information panel you can perform quick actions like adding a new task or event, emailing or calling, or edit their information in your database.