Create a New Booking
- Alex Do (Unlicensed)
- Sophie Cooper
- Natalie Menzies
This guide outlines the process for making a new booking in Equiem One
You can create new bookings and manage existing bookings on behalf of yourself and your users via the Catalogue page.
To make a new booking, open the Catalogue
Select which resource you are creating a booking for in the list view or use the calendar interface if in calendar view.
List ViewCalendar ViewThe booking form will open on the right hand side. Fill in the date and start/end time for your booking, or choose the time slot, depending on how the resource is configured.
The host will default to you. Change this to another user by searching their name and pressing Add.
Bookings can only be made for members of the platform you are creating the booking for. If a user does not appear, they will need to register to the platform before you can create the booking on their behalf.Select how you would like the space to be configured and add an optional title for your meeting.
Add any notes if required, for example, a PO number. Notes added here are only visible to the bookings team.
Select any extras, if applicable.
Accept the terms and conditions, if applicable
Press Confirm Booking or Go to Payment, depending on the resource.
For invoice payments, if the site has been set up to enable billing details, the user will select from the provided list of billing details for their company.
If it this hasn’t been enabled, they can select their own details to be invoiced or add alternative invoice details manually.Alternatively, you can select from credit card or credit payment, depending on how the resource has been set up.
The host will get a confirmation email, as well as the option to add the booking to their calendar.
The user can View Booking Details on the platform.
From here, the user can Cancel the Booking (providing user cancellations were permitted in the resource creation).
And proceed to cancellation, or press Back to cancel.
The user can also Edit the Booking.
They can make changes and press Next, or press cancel.
