Difficulty: starter/ novice/ expert/ legend
Content
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Learning Objectives
After reading this article, you’ll be able to:
Cancel / Adjust reservations
Know what reservable objects are
Use the Reservation Calendar
View and edit recurring reservations
Create and use different reservation types
Reservations
A reservable area, workplace, asset, or room can be reserved by using the reservations functionality in Workplace Management. You also can add equipment, catering and visitors if needed.
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Cancel/Adjust ReservationsAs a Reservation Coordinator, you can cancel and adjust all created reservations in the system. You can open the reservations using:
In both, you can search for the reservations you want to modify. Searching by using “Reservations.”Enter a query to search for a reservation or leave it empty (it will show all reservations). Press the “Search” button to start the search. Searching by using the “Reservation Calendar.”You can see the created reservations on the different timeslots in the calendar. By double-clicking on it, you open the reservation. Modifying/Cancelling the reservationAfter opening the reservation, you will be able to modify the details of the reservation. For example add catering to it or change the period of the reservation, after making the adjustment press the button “Change”. To cancel the reservation press the button “Cancel.” |
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Reservable objectsTo navigate to the reservable objects: use the option “Reservable objects” in the menu under “Reservations” and press search. You will see a list of the reservable, open an object to edit one. You can modify the different options of a reservable object. After making any changes, press “Save and return” to save your changes.
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Reservation CalendarIn the reservation calendar, you have an overview of the created reservations on the date and time of the different reservable objects. You can modify your view to see the reservations for one specific property or change from a daily, weekly, or monthly overview. It`s also possible to filter on a partial text or name. If you click on a reservation it will open it and you will be able to edit the details. Another way to create a reservation is to select a time slot in the row of the area you want to reserve. (See screenshot below:the red box is the selected time slot, a reservation will be created for that period.) This is also possible in the weekly and monthly view. But beware of the the selected period if you use this other than on the daily view , you can adjust it the time period in the reservation creation view. |
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Recurring ReservationsIn this module, you will find all created recurring reservations in the systems and can modify/cancel them. You can find them in the list or search for them using the search bar. After making the necessary changes, press the button “Change selected reservations” (Marked green in the screenshot below), to cancel press the button “Cancel selected reservations.” (Marked red in the screenshot below) |
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Reservation typesWhile creating a reservation one of the mandatory fields is “Type”. As a key-user you can created different reservation types. You can find this in the menu under “Reservations”.
2. It will open a new screen with the fields explained in the table below and two buttons “Back” and
For example if you want that users can reserve a bike. Than , than it is not necessary that they have the option to reserve an area, catering or register visitors. (See screenshot below). This way you create reservation type with only the options needed. |
Summary
Rw ui textbox macro |
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Search
Live Search |
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