Bookings
Under Bookings, you can view and reserve spaces for various needs, such as meetings, seminars, training sessions, or collaborative work, and minimize scheduling conflict.
To book a space,
- Go to Spaces > Booking. Select the customer from All customers.
- Click New Booking. Fill out the form as directed.
Fields | Explanation |
Title* | Provide a title for the booking. |
Date* | Book the room for the entire day or select a specific date and time using the calendar. To change the time zone, click Time Zone and select the required option. To set up a recurring booking, select Repeat and specify the repeat frequency. |
Room/Space* | Select the room/space from the drop-down. Check the availability of the room by clicking the Rooms/Spaces Availability |
Owner* | Assign an owner for the booking. |
Remind Owner | Notify the owner before the booking time. |
Participants | Add participants. |
Additional Instructions | Enter additional information, if required.  If Create Service Request for Bookings is enabled, the additional instructions will be added as a description for the created service request. |
Description | Briefly describe the booking. |
Private Booking | Private bookings are visible only to the user who created the booking, owner, approver, and participants. |
- Click Book.
Bookings List View
From the bookings list view, you can add, edit, cancel, or delete bookings.
- Edit/Delete/Cancel the booking: Click Actions
beside the booking and select the required option.
- To bulk delete bookings, select the required bookings and click Delete.
- Filter: Use filters or the search option at the top of the page to find a particular booking.
- Views: Switch between the table view and classic view by using respective icons
(List View, Template View) on the top right corner.
- Quickly view the scheduled, completed, and pending approval bookings from the Rooms/Spaces Availability
calendar.
Booking Details View
In list view, click a booking to view its details. You can view all details related to the booking, associated incident and service requests, and booking history.
- Use the Actions drop-down to associate incident/service requests and set reminders.
- Edit, cancel, and delete the booking using the respective buttons on the top of the page.
- The Associations tab displays all the associated incident and service requests.
- The History tab records all actions performed on a booking.
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