Enter details for the booking in the General section. Mandatory fields are indicated by black asterisks (*).

Type: Choose a meeting type from the drop-down list. The options depend on your organization’s setup.

No. attending: Enter the number of attendees – you may need to enter their contact details on the Attendees tab/section.

Meeting space: The name of the booked meeting space is shown. Click the blue ‘ i ‘ symbol to view details of the space in a popup window.

The available tabs depend on your organization’s configuration.

Browse the tabs to view information about a meeting space
Browse the tabs to view information about a meeting space

Workspace type: The field label will show your chosen workspace type and the meeting space is displayed in the box. Use the drop-down to select a different space in the same group if required.

Setup: Use the drop-down to choose a different seating style for the space if available. The maximum number of attendees for a seating style is indicated in brackets.

Setup time / clean-down time: Enter the time required for setting up a room prior to a meeting and/or cleaning down after a meeting. Setup and clean-down times are usually entered in minutes but the time can also be defined by hours, days, or weeks. Leave blank if not required.

Requestor Name: By default, the name of the user creating the booking will display as the requestor. To edit, delete the name and start typing the required name until the user appears. Click the user to select.

Requestor email and phone: The email and phone fields automatically populate from the Requestor Name. Edit if required.

Host Name: If the meeting host is different from the requestor, start entering the name here. When the required name appears, click to select. If the host is the same as the requestor, tick Same as requestor.

Host email and phone: Email and phone fields are propagated automatically but it is possible to edit both fields.

Notes: Enter any notes for the meeting. Notes are visible to anyone with access to the meeting. The following characters are not allowed and will be removed <, >, ¬, +, |

Cost centre: Enter the cost center if required.


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