Add required resources for a particular group

1. From Sales, select Group sales.

2. Under Configuration, select Group sales settings.

3. Select the Capacity and Resources tab.

4. In the Resource requirements grid, on the action bar, select Add.

5. Select the group type for which to add required resources.

6. In the Supplies/Equipment resources grid, search for and select each supply/equipment resource that is required for the selected group type.

7. In the Quantity needed field, enter how many resources are required for the group type.

8. In the Staffing resources grid, select each staff resource that is required and enter the quantity needed. In the Filled by field, select who can perform as the resource such as a volunteer, a staff member, or a board member.

9. For staffing resources, select the job being performed or enter the Job Name and Description of the job. For example, you need a volunteer to help when the group type is Elementary. For the job being performed, you select School Visit Chaperone.

   Note: If you select a job being performed, the name and description default from the job type.

10. Select Save.