Manage resources Praxis Desk

Edit, duplicate, or delete existing resources and control sharing with your cooperation network.

Benötigte Lizenz

This feature requires the Resources add-on for Praxis and Desk.

Where do I find resources?

Open Settings → Calendar → Resources. You'll see all created resources in a list.

Prerequisites

• You have the Resources add-on active.
• You have the Manage resources permission.

Edit a resource

You can change the name, description, and color of a resource at any time. Existing appointments remain unchanged.

1. Click the row menu on the desired resource.
2. Select Edit.
3. Adjust the fields in the Edit resource modal as needed.
4. Click Save.

Duplicate a resource

You can use an existing resource as a template. Duplicating creates a copy with the same settings.

1. Click the row menu on the desired resource.
2. Select Duplicate.

The copy appears in the list immediately. Edit it as needed.

Share a resource with the cooperation

If your company is part of a cooperation network, you can share individual resources with connected cooperation companies.

1. Click the row menu on the desired resource.
2. Select Edit.
3. Enable the Allow cooperation toggle.
4. Click Save.

Connected cooperation companies can then see and use the resource.

Delete a resource

Delete a resource when you no longer need it permanently.

1. Click the row menu on the desired resource.
2. Select Delete.
3. Confirm the action in the Delete resource dialog.

Note: If future appointments are still linked to the resource, deletion is blocked. Remove the resource assignment from those appointments first.