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  1. From Equiem One, navigate to the Bookings tab and click Bookings.


  1. This is the Bookings homepage. It features all of the Resources for your building/s. From here, you can create new resources, perform quick actions, and edit your resources.

    image-20240117-090655.png
  2. You can complete quick actions on a resource from the three-dot menu for the resource. You can change the publish status, schedule it for deletion, and duplicate it to create more resources like it.

    image-20240117-090721.png
  3. You can schedule deletion of a resource that you no longer have available.

    image-20240117-090745.png
  4. You can create New Resources  easily.

    image-20240117-090808.png
  5. And start populating its features.

    image-20240117-090829.png
  6. The Bookings Management page is where you manage Bookings.

    Screenshot 2024-01-17 at 17.19.38.png

  7. Users who manage bookings can choose whether to view upcoming bookings in a list or calendar view. You can elect to view the bookings in the following formats:

  • Day

  • 5 Days (Monday - Friday)

  • 7 Days

  • Month

This allows you to get a quick overview of bookings coming up over a select period. You can also select a chosen booking to find out more details or make any required changes.

To use this feature, simply toggle to the calendar view on the Bookings Management page.

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  1. This page shows all of the Bookings for your resources. This includes cancelled bookings.  From here you can create, manage and cancel bookings.

    Screenshot 2024-01-17 at 17.21.22.png

  2. Use the three-dot menu to preform quick actions on a booking.

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  1. Create a New Booking.

    Screenshot 2024-01-17 at 17.21.57.png

  2. Select the Resource the booking is for.

    image-20240117-091040.png

  3. Fill in the Booking information and confirm the booking for yourself or on behalf of a user

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  1. Use Filters to narrow down your list of bookings as needed.

    image-20240117-091134.png
  2. Search for a booking name or reference to locate specific bookings and type in the name, resource, company or Booked By to filter your results.

    image-20240117-091233.png
  3. View your results.

    image-20240117-091305.png

  4. Navigate to the Reconciliation Report page to view Bookings data.

    Screenshot 2024-01-17 at 17.22.42.png

  5. View Summary and Detail data for your Bookings.

    image-20240117-091351.png
  6. Use Filters to narrow down your results.

    image-20240117-091425.png

  7. You can generate the data as a CSV.

    image-20240117-091447.png

  8. The file will automatically download.

    image-20240117-091508.png

  9. The SETTINGS section is where you can manage settings for your site, such as adding a Stripe account to accept credit card payments.

    image-20240117-091538.png
  10. Connect a Stripe account so you can accept credit card payments for any Resources that have costs associated.

    image-20240117-091604.png
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