How to set up staff, equipment & room resources

This tutorial is going to show you how to set up staff, equipment, and room resources within Light Blue so that you can assign them to your shoots, appointments, and tasks. 

Why assign resources to shoots & appointments?

By assigning resources to shoots & appointments, you can not only keep tabs on who’s doing the shoot and what equipment and room they’re using, but also check that the event doesn’t clash with another booking. This is because Light Blue not only takes times into account when displaying clashing sessions and appointments, but also all the resources linked to a shoot. So, two sessions at the same time but with different staff, rooms or equipment won’t clash, but if they share any resource, then the clash will be shown. 

Setting up resources

To add resources, go to the “Resources” section of the Preferences pane. There you can add staff, rooms, and equipment. Having a look at each of these types, you’ll be able to see the different things you can enter. For staff, you can add the name and contact details; for rooms, the name and notes, and the same for equipment. 

Useful things to know about staff resources

Each staff member can have their own login to Light Blue, which allows you to secure the app and make sure that each member of staff only has access to the information that you want them to be able to see. Learn more about using staff passwords and logins, here.

Staff logins allow the staff member to have access to whichever areas of Light Blue they are allowed to, are able to filter the task manager on the Home Screen to see just the tasks that are assigned to them, and can send emails from Light Blue using their own email address and signature.

How to add a resource to a shoot

Once you’ve set up your resources, you can add them by going to a Shoot record. In the “Linked Records” panel, click the plus button, then click “Existing Resource”, and choose what you want. You can link several resources in one go.

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