Do you manage meeting rooms and want to organize their booking schedule?
With the "Room Reservations" app, create a diary for each of your rooms and track their reservation schedule.
Create your "room" resources and link them to your customer appointments to reserve the venue.
Consult the occupancy of a room before making a new reservation.
Installing the app enables you to reserve "room" type resources when creating your events in the calendar.
1. Create : Room
To create a resource, go to the app's "Home" page.
Click on the "+ material resources" button and complete the form.
Please indicate :
- Resource reference
- Room name (do not include the word "room" in the name, just the name or number of the room)
- Resource type: select "room" here
Save to confirm. You can now associate your customer appointments with a room.
2 . Linking an event to a room
When adding an appointment, job or customer service, a new field appears in the "tasks and appointments" block, allowing you to select a room.
Record your events, then retrieve this information :
- On the event, created in your contact, company or business file, or from the calendar, when viewing the event (click on the "view" link).
- On the calendar, by consulting the resource's calendar, you'll find all related reservations.
To view a resource's schedule from the calendar, select the room name in the "View schedule for" field. The list of bookings for the room is then displayed.
