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Day 2: Meeting Rooms and Bookings
Updated over a week ago

Day 2 of the Community Manager Fundamentals Trainings will focus on the configuring and operating your meeting rooms (and other bookable spaces) and the bookings associated with them.

Duration: 1 hour
Setting: Remote/Online

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Day 2: Meeting Rooms and Bookings (1 hour)

General settings & overview:

  • Review the booking and cancellation policies.

  • Understand resource rates.

  • Add a meeting room and set its privacy.

  • Explain the difference between admin & member-facing calendars.

Managing bookings as an admin:

  • Add a booking through the admin calendar.

  • Update and cancel a booking on the admin end.

  • Add extras as purchasable options available with a meeting room booking.

Managing booking credits:

  • Manually add booking credits to members.

  • Check available credits per customer & how those were allocated (through membership or manually).

  • Review bookings and take advantage of the bookings report.

Invoice bookings:

  • Invoice bookings & understand when the system invoices them if the auto-bill run is enabled.

  • Change the visibility of the bookings on the members portal.

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