Create an Amenity Space

Create a reservable amenity space:

1. Navigate to the Reservations module.
2. Click on Reservation Setup.
3. Click on Amenity Setup.
4. Click on the name of an Amenity Category (in blue).
5. Click on New Amenity.
6. Fill out the form
7. Click Save.

Key Details

• Amenity Category: choose a category from the dropdown menu
• Space Title: Name your reservable space
  • Note: If you are creating a series of spaces in one category, be sure to identify them clearly by name (eg- Phone Booth #1 or Conference Room A)
• Space Description: Describe the space (this will be visible to users).
• Image: Upload an image of the space
• Amenities (optional): Add a bullet list of amenities (e.g. projector, etc.)
  • Click Add to add more bulleted items
• Policies/Important Information (optional): Add a bullet list policies and/or important information
  • Click Add to add more bulleted items
• Seating Arrangement Options (optional): Add the type of set-up options below and users can choose from one of the following when a reservation is made.
  • Create Seating Arrangement Options

Work Flows

• Reservation Approval Requirements: Require reservations for this amenity to be approved prior to confirmation?
  • If you choose Require Approval prior to reservation reservations will not be confirmed until you have approved them in the Requested page.
• Send Confirmation Email: Turn Reservation Confirmation Emails on / off
  • If selected, add emails to the Notify Reservation emails field below. When a reservation is made for this space by any user, these emails will receive a notification. Separate each with a comma.

• Custom Questionnaire: Create questionnaires to present users with questions before submitting the reservation.
  • Create questionnaires first and then select from the dropdown menu.
• Consent Form: Create consent forms that users will have to accept before submitting the reservation.
  • Create consent forms first and then select from the dropdown menu.
• Work Order Triggers: Set up a trigger so that a work order will be created when a reservation for this space is Confirmed. The work order will have the issue type selected and will p be due at the start time of the reservation.
  • Create an Issue Type first
  • Click +Add Work Order Trigger
  • Create an Issue Type first, and then select it from the dropdown menu.
  • Add a limitless number of work order triggers

Hours and Availability

• Open Hours: Determine the hours this space should be available to book.
  • Use Property Hours (Default)
    • Set building hours in the Property Setup module.
  • Select Custom Hours: choose this option and calendar will appear
    • 24 hrs: available to reserve 24 hrs per day, regardless of building hours
    • Offline: unavailable to reserve at any time of day

Booking Constraints

• Buffer Time: The amount of time that a space is unavailable before the reservation starts and after a reservation finishes (max 8 hours).
  • available in hours and 30 minute increments
• Booking Limits: How many hours of bookings each user can make over a time period (days, weeks, months, years).
  • None: there is no limit on the number of hours a user can book this space.
• Max Upcoming: Number of upcoming bookings a user can have at a time. If left at zero, there is no restriction.
• Max Consecutive Days: Number of days in a row anyone at the same tenant can book this amenity. If left at zero, there is no restriction.
• Overlapping Spaces: When two amenities overlap, they cannot be booked at the same time. Reserving this amenity will automatically block off the following amenities during that reservation period.
  • To restrict booking on another space when this space is reserved, select the pre-created amenity spaces from the dropdown menu.

• Conflicting Spaces: A single tenant cannot book this amenity and the following amenities at the same time. Other tenants may still book these amenities.
  • Choose tenants from the dropdown menu.
  • Leaving this blank will not restrict any tenants from booking this and another space at the same time.

Billing

• General Billing Settings: If tenants should be billed an hourly rate to book this amenity, choose from the following options:
  • This amenity is free to book (default)
  • Billable - During all of amenity's open hours: This space is billable during all of the amenity's open hours
    • If this option is selected, Hourly Rates options will open below where you can choose the the dollar or credit rate per hour, or a flat rate.

• Billable - During custom hours only: This space is billable during specific hours only
• If this option is selected, a calendar option will open below where you can choose the hours a space is reservable
• If this option is selected, Hourly Rates options will open below where you can choose the the dollar or credit rate per hour, or a flat rate.

Visibility

User Tag Visibility

• Visible To All Users (Default)
• Only Visible To Specified User Tags
  • When this is selected, a user tag dropdown menu will appear. Select as many user tags as needed.