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This feature is available to all user types i.e. users with/without roles within Equiem One. |
Existing Capabilities
Up to this point, determining the availability of bookable resources was done either by attempting to make a booking or by filtering resources based on the availability, using one or more of the available filter options shown below:
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We will remember this selection when you next return to the |
Calendar
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Key Features
The calendar consists of the following core components:
An overview of the resource consisting of:
Image
Capacity (if enabled)
Available discounts (if enabled. Feature coming soon)
Name of the resource
Location of the resource
As you vertically scroll, the image section will be collapsed to free up screen space. The title and location will remain stuck in the header:
Horizontal scroll to view available resources. Simply scroll L > R or R > L to view the available resources
Current time indicator for today (green horizontal line) and automatic scroll to the current time of day when loading the calendar:
Availability times on the y axis:
Date picker to view today or a future date:
The same search and filtering options from the list view to further refine your search:
The ability to view and book resources set up with available slots or as a flexible booking:
Selecting a flexible time, or a predefined slot, will launch the side modal with the date prefilled on the form and the slot preselected (if applicable):
Colour coded backgrounds to indicate available/unavailable times.
Not available
can be due to the resource having specificFrom/To hours
or if the resource is included in a blockout date:Ability to launch the booking form either by selecting a time/available slot or by selecting the title of the resource:
Mobile Experience
Filtering Capabilities for Proxy Booking Resources
If you have one of the authorised roles to make proxy bookings (Property Manager
, Workplace Manager
, Booking Manager
) you will see the ability to filter resources owned by your company (for which you can make proxy bookings for) and resources which are owned by other companies which you may be able to book as a regular end user. To filter the resources, select the Managed by
filter option at the top of the screen:
Then choose from one of the two options:
Managed by
Me = resources which belong to the company I work forManaged by
Anyone = resources which belong to another company of which I’m able to book
New Form Components
Having enabled the Managed by = Me
filter, and having selected one of the resources which belong to my company, and of which I’m authorised to make proxy bookings for, you’ll see a few changes on the side modal which pops out.
There’s a new field called HOST
which allows you to select the person who the booking is being made for:
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The |
The TITLE
field is an optional field which is shown to the end user on their booking and may or may not be required when you complete the booking on behalf of someone else.
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Once you’ve completed the required form components you can then complete the booking. A booking can be configured to accept the following payment options:
No payment required - Free
Invoice payment
Credit card payment
Credits payment (coming soon)
If booking on behalf of another end user, and these options are configured for the resource, you can use the following payment methods:
No payment required - Free
Invoice payment
Credits payment (coming soon)
If booking on behalf of yourself, you can also use:
Credit card payment
No other changes have been made to this workflow for example the email confirmations and in app booking confirmations remain the sameThe calendar is optimised for mobile. Most of the key features apply when accessing the calendar on mobile but only one resource is shown due to a smaller screen space. Users can scroll L > R, R > L to view the available resouces: Tip
Metrics
We are adding additional data points to determine how end users are making bookings e.g. via the existing list view or via the new calendar feature.
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These are still being worked on and will be available at a future point in time. |
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FAQs
Question | Answer |
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I don’t see the | If you don’t see this field, it’s because you’re not authorised to make proxy bookings and do not have one of the relevant roles |
Why can’t I make a proxy booking for other resources which belong to other companies? | Proxy bookings can only be made for resources which are owned by the company you belong to |
When will credits be supported as a payment option? | Within the next few months but this is dependent on other things related to the Flex product offering |
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