Create & Manage Bookings

To begin, navigate to Meeting Rooms Management and click on 'Manage Bookings':

This opens the booking calendar where you can create and manage bookings. Most of its filtering functionality is contained in the highlighted area to the left. The rest is taken up by the calendar itself, which can be switched between Day, Week, and Month views.

How to Book Meeting Rooms, Hotdesks, etc.

1. Choose the type of resource you want to book from the drop-down menu:

2. Set the date and click on an empty time slot below the meeting room/hotdesk/etc. you want to book in the calendar. Alternatively, click on '+Book'.

In the New Booking dialog that opens:

1. Choose a team and an employee.

2. (optional) Enter the booking title.

3. (optional) Choose a different meeting room.

4. Choose the date, start, and end time of the booking.

5. (optional) Enter the preparation time.

6. (optional) Enable Repeat if you want to create a recurring booking that repeats daily, weekly, or monthly.

7. (optional) Enable Invite guests and select the guests from the field which appears below.

8. (optional) Enable Tentative to create a booking that needs admin approval.

9. (optional) Enable Private to make the booking visible only to you.

When you're finished, click Book Now.

How To Edit, Delete, and Cancel Bookings

Double-click on any booking in the calendar to open the Edit Booking dialog:

• Use the Delete button to erase the booking.
• Use the Cancel button to initiate the booking cancellation. The 'Apply booking cancellation policy' checkbox will appear on the left. You can enable or disable it before you confirm the cancellation.
• Click the Update button when you're done with editing.

How To Manage Bookings

Use the booking calendar in either Calendar or List view to manage bookings. We suggest using List view if you're dealing with a large number of bookings.

Use the Search field to find bookings. You can also filter the list by:

• Time period (choose the Start and End date)
• Status (Canceled, Confirmed, Lapsed, Tentative)
• Resource Type 
• Resource (select a resource from the drop-down menu to view the bookings for it)
• Source (where the booking originates from, i.e. the Members Portal)
• Team (select a team from the drop-down menu to view the bookings for it)