Equiem Tools Training: Bookings

Owned by Alex Do (Unlicensed)
Last updated: Aug 07, 2024 by Sophie Cooper
1 min read

This session is perfect for new employees, or for anyone who would just like a refresher.

This session covers:

  • The user experience

    • Searching for a resource

    • Booking a resource

    • Cancelling/editing a booking

  • Creating and publishing a new resource

  • Editing an existing resource

  • Managing Bookings

    • Filtering bookings

    • Operational view

    • Reconciliation report

  • Making a proxy booking

  • Managing Settings

Video

https://www.youtube.com/watch?v=PnP8U_JgAbU

Check your Knowledge

Have a go at completing the below actions on your platform and put what you've learnt here to the test!

Note: If your platform is live, be mindful of any changes you make.

  1. Book a resource on the front end of your platform.

  2. Find that booking in Equiem One.

  3. Edit your booking to change the time.

  4. Add a custom resource feature.