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[Member Portal] How to Book a Meeting
[Member Portal] How to Book a Meeting
Updated this week

In the Member Portal, Members can book Meeting Rooms from the Dashboard or the Meeting Rooms page. This article will walk you through the process.


Select a Meeting Room

You can book a Meeting Room from the Dashboard by clicking on the New Booking button. It's located right under the recent history of your bookings:

create booking.png

This will take you to the Meeting Rooms page, where you will see all the Meeting Rooms available at your location.

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Click the Filter button , and you can filter the list of Meeting Rooms by the following criteria:

  • Location

  • Capacity

  • Amenities

  • Floor

filter list.png

Book a Slot For Your Meeting Room

Pick a suitable Meeting Room and click on the hour lines:

small mt room.png

This opens a simplified version of the Booking Setup:

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Here, you can:

  • Add the booking title.

  • Choose the time and date of the booking.

  • Order extras.

When you're finished, click on Book to create the booking, or click on More Options for additional booking options. They are explained below.

Note: Option availability depends on your space's set-up and booking policy.

Recurrent Meetings

If you tend to host regular meetings (i.e. each week on Tuesdays and Thursdays), you can book recurring meetings (if the co-working space you are in allows it) instead of having to create a new booking each time.

1. Click Recurrence and enable the setting in the Booking Setup window.

recurrence.png

2. Set up your booking:

  • Adjust the frequency at which the meeting will be re-occurring by choosing Repeat every (1st, 2nd, 3rd...) Day, Week, or Month from the drop-down menu.

  • Select the day(s) on which the meeting will occur in the Repeat on row.

  • Finally, you can select when the recurring bookings will stop recurring. You can choose between Never, a number of occurrences, and a specific date.

Invite Guests and Visitors

When creating a booking as a member, you can invite Guests (Teammates) from your company to the meeting, or invite outside Visitors.

Note: Inviting guests to a booking will grant them door access to the Meeting Room.

1. Click Guests in the Booking Setup window.

2. Select the guests you want to invite from the drop-down menu under Invite Guests.

3. If you want to invite a Visitor, click on Add new Visitor and enter their name and e-mail where they will receive the invitation.

guests.png

Add a Description

Click on Description and enter a description for the meeting in the text field.

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Add Extras

Click on Extras and click next to any of the available extras you want to add. Its price will be added to the booking total.

extras.png

View Summary

Review the Booking Summary and make adjustments (if needed). When you're finished, click Book at the bottom of the page.

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Review, Edit, or Cancel Your Booking

You can view, edit, and cancel the booking you created by navigating to Account/Bookings in the Members Portal. All the information you entered in the booking setup stage is available for review:

reviewbooking.png

You can also:

  • Order catering - click here to learn more.

  • Edit the booking options - click to open the Booking Setup window.

  • Cancel the booking - Click , then click and confirm the cancellation (fees may apply):

cancelwindow.png

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