Creating/Changing Reservations

Managing Reservations Using the Book Tool in EMS

 

Creating New Reservations

  1. From the EMS desktop client or web client, click the "Wizard" button at the top of the screen.
  2. On the left side of the first screen that appears, select the date(s), start and end times for your event. You can set up a recurrence of dates, or select multiple dates from the calendar screen. Each booking on these dates will share the same start and end time.
  3. On the left hand side, choose filters for the rooms you'll be searching for: buildings/areas, features, or size. Please note that a setup type must be selected to search by capacity.
  4. Choose the status of the event you're creating (in most cases, 'confirmed')
  5. Click "Next".
  6. The next screen will show available rooms which are available at the specified times and meet the specified criteria. A "conflicts" tab will show rooms which met criteria but aren't available.
  7. Select one or multiple rooms by double-clicking or clicking the ">" button while selected.
  8. Click "Next"
  9. Fill in relevant event information on the last page. Fields marked with a red circle are required.
  10. Click "Finish"

Editing Reservations

Reservations are edited through the "Navigator" window, which can be reached from the dashboard, the book, or by searching for the event in the browser.

  • To change the title, contact info, or meeting type of a reservation, right click the top-level item in the left-hand pane, and click "Edit"
  • To add bookings to a reservation, right right click the top-level item in the left-hand pane, and select "New>Booking". Follow the above instructions for a new reservation.
  • To edit a single booking, right click that date/time on the left-hand pane, and click "Edit"

 

See also: Scheduler