How to book a boardroom

1. Home: Takes the user back to the home screen.
2. My Reservation Templates: Allows for quick meeting room requests right from the home page
3. My Bookings: List of the user’s Bookings for the day along with a search option to find Reservations
4. Create a Reservation: Request forms that allow you to request a meeting
5. My Events: List of the past and upcoming events of the user logged in
6. Browse>Events: View all events
7. In the upper right- hand corner, the user’s name and a drop-down for account options is available.
8. My Reservation Templates: Submitting requests for shared meeting rooms or premium boardrooms.
9. My Bookings: View user upcoming bookings.

1. Select date and time.
2. Optional filters include:
3. Let Me Search for A Room: Filters the results to show the rooms that fit best based on anticipated number of people in attendance.
4. I Know What Room I Want: Start typing out the room name for a drop down of rooms to appear. Select preferred room.
5. Click Search for a list of available rooms that meet your search criteria.

1. Under Room Search Results, all available rooms will appear. You can view the rooms by list, schedule, or floor map.
   Tip: Clicking the room name will give you the room details.
2. Select a room:
3. In list and schedule view, select a room by clicking the icon beside the room number.

4. In floor map view, select which floor to view and click the icon on the room you would like to book.

You cannot change the date or time after you’ve added a room to the cart. If you need to change the date or time, first remove the Room by clicking the prohibited button next to the room.

1. Once you have selected a room, click Next Step to add Services to the request.
2. Select services to add to the request. All service requests will be reviewed before approval and may be subject to additional costs.

4. Click Next Step for Reservation Details.
5. Input the details of the reservation:

Event Details: Event name, Event type

Group Details: Group: it will default to your department / organization. If you belong to more than one Group, select from the drop-down. 1^st Contact: Select contact from the drop-down list. Only contacts associated with the group selected.

6. Complete required user defined fields.
7. Click Create Reservation to submit request.  

1. Click Reservations tab at the top of the page to view all requests
2. Request status can be viewed under Status column. Once a request is approved, the status will change to Confirmed.

1. Click on the reservation name to open the reservation details.
2. Click Edit Reservation Details to edit the reservation.

1. Click Reservations tab
2. Click on the reservation name
3. Cancel reservation or request:

1. Under Reservation Tasks, click Cancel Reservation on the right-hand side of the screen to cancel reservation or request, OR
2. Under Bookings, click the icon next to booking. This will cancel only the single booking.

1. Click Reservations tab
2. Click on the reservation name
3. Click Add to My Calendar under Reservation Tasks.

1. Click Favorite Rooms tab.
2. Start typing room name and select room from drop down list to add as a favourite room.
3. Rooms will be added to Your Saved Favorite Rooms. When you book a room, you can now choose the room from your favourites list.

To remove a favourite room, click the icon next to the room in Your Saved Favourite Rooms.

1. Click Events under Browse in the menu.
2. Click Add Filter.
3. Select Group Name from drop down options. This will enable you to view only reservations and requests made by your company / organization.

4. Type in your group name and press enter.
   Tip: Your group name is your company / organization name.
5. Click Save Filters.