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Make a reservation for a service or equipment

Make a reservation for a service or equipment

Difficulty: novice

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Make a standalone reservation for service or equipment

  • Start by looking for the best fit to your requirements, and then make the reservation


 

Step 1. Open action tile “Book services and equipment”

Browse through the available services and equipment objects, depending on the selected tab.

Step 2. Select the relevant services and/or equipment objects

In the header, you see how many services or equipment objects you already selected for this reservation.

It’s possible to combine services or equipment objects in 1 reservation.

Step 3. Resource Booking Screen

For each object, you can add specific notes, like dietary requirements.

For each service, you can add a separate start time, as you might want to receive your lunch only at midday even if the reservation starts in the morning.

Fill in the Cost Center

For best use of Cost Center Search: Enter at least the first 3 characters of the Cost Center Name

(as it searches Names only, and considers “Starts with” (NOT “contains”)

If required, you can enter a comment in the Remarks field.

Don’t forget to confirm your reservation.

Upon successful creation of the reservation, you’ll be navigated to “Reservation successful” screen.

Step 4. Reservation successful screen

This screen is displayed when you create a reservation.

All reservation details are displayed as read-only.

Share your reservation with your colleagues. They will see this appear in their Notification center.

Buttons:

  • Book another goes back to Search with the same search details filled in.

  • Return to Home navigates back to the Home screen.

 

If you want to add a Service or Equipment to a location reservation, see Make a reservation for a location | When you’re looking for the best fit to your requirements

 


 

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