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You need permission to create asset bookings. Only bookable assets appear in the asset list.

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Create a booking

1

Open the booking page

In the sidebar, under Modules, click Asset Booking, then click New Booking. You can also click New Booking on the asset bookings list, or Create Booking on a bookable asset’s page.
2

Check availability

The Calendar view shows each bookable asset’s bookings for one day. Use the arrows or Today to change the day, and Search assets… to find an asset. Switch to Grid to see assets as cards.
3

Start the booking

Do one of the following:
  • In the Calendar view, drag across a free time slot for the asset.
  • In the Grid view, click an asset.
  • Click Create Booking at the top of the page.
The Book an Asset panel opens.
4

Choose the asset and time

Under Select Asset, search for and select an asset. Then set the Date, Start Time, and End Time. The Availability preview shows whether the slot is Available, has a Conflict with an approved booking, or Overlaps pending bookings.
5

Enter the booking details

  • Purpose (required) — what you need the asset for.
  • Assignees (Optional) — the people responsible for the booking. Requesters don’t see this field.
  • Notes (Optional) — anything else people should know.
  • Additional Information — any custom fields your organization requires.
6

Repeat the booking (optional)

If you can approve asset bookings, you can turn on Repeat this booking to create a series. The options work the same way as for recurring location bookings.
7

Book the asset

Click Book Asset. For a recurring booking, click Create Series.

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What happens next

  • If Requires Approval is on in asset booking settings, the booking is Submitted until someone approves it.
  • If approval is off, or you have permission to approve asset bookings, the booking is Approved right away.
  • Recurring series are always approved right away.
Relyant rejects a booking that overlaps an approved booking, falls outside the allowed days and hours, breaks the Booking Window or Minimum Notice rules, or falls inside a buffer time. Roles listed under Rules don’t apply to in asset booking settings skip the booking window, minimum notice, and buffer time rules.

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Next steps

Manage asset bookings

Approve, edit, assign, and cancel asset bookings.