Create or edit a resource

Edn_applicability_Zendesk__3_.png

In Professional you can create resources either for the whole workspace or specifically for a client.

To create a resource for the workspace

  1. Open your workspace.
  2. On the sidebar, select Resources.
  3.  In the navigation pane, select New > <Resource>
  4. On the General tab, enter the name of the resource.
  5. Click Save.

Once you save the resource, it is shown in the navigation pane.

Note

The resources 24 hour recalls and food records can only be created as a resource for specific clients and not as a workspace resource. 

To create a resource for a client

  1. Open your workspace.
  2. On the sidebar, select Clients.
  3. In the navigation pane, select the client.
  4. In the navigation pane, click New > <Resource> (or, on this client's Resources tab, click Create new > <Resource>).
  5. On the General tab, enter the name of the resource.
  6. Click Save.

Once you save the resource, when you select the client in the navigation pane, the resource is shown. When you open the client, the resource also appears on their Resources tab.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.