Tip: To book a resource in our companion app you need to have the Spaces permission enabled. To do this go to the online management portal.
To enable Spaces for a group: Head to Manage > Visitor groups > Select group > Companion and enable the 'Can view and book spaces' permission. You can also optionally enable 'Can view and book spaces for all users' if needed.
To enable Spaces booking permission for an individual: Head to the People directory, select the group, search for a member and click to enter their profile. Under the Companion tab, you will see options to use either the Group default or set a Custom configuration.
Booking spaces through Companion app
In Sign In App Companion, tap the + button in the top right corner to start booking a space. Tap Book a resource and then select the site you’d like to book a resource for. Select the category, start date, and whether you need the resource for the whole day or a specific time.
Search results
Next, tap the View results button and you should see a list of all the Resources that match your search criteria. Tap Book to check availability and details, then select Book now to continue to the booking confirmation screen.
Tip: Filtering search results
When you’re looking through your search results, there are two filters at the top of the screen which can help you find an appropriate resource to book. The filter icon allows you to filter by capacity and attributes, whilst the location icon allows you to switch between a list or map view - and filter further by different Spaces within the Site where applicable.
Booking confirmation
If you have a photo configured for the resource it will appear at the top of the screen. You can add notes to the booking, allowing you to make important bits of information visible. This could include the name of the meeting when booking a meeting room, recording the client you’re meeting, or if refreshments are required. Toggle on Send email notification to send yourself an email confirmation of the booking. This will be sent to the email listed against you in the Sign In App portal.
Next, tap Confirm booking to confirm the booking, you will then see a booking confirmation with the name, date, time and location of the resource you’ve booked. If you’d like to book the same resource again over the next week you can tap Book for each day you want to book. These will automatically be booked for the same time you selected in your original search.
Tip: If you try and book a space at a time/date that you already have a booking of the same category, you can tap swap booking to change your existing booking for the new one.
Today screen
Any bookings you have for today will appear on the Today page of companion app. If you tap the calendar tab you can view future bookings you have made. Green dots on the calendar indicate you have either a resource booking or a pre-registered visitor on that day.
Edit or Cancel Booking
If you tap on the booking card for your resource it will open up the booking, show the full details, and give you the option to Edit booking or Cancel booking.
If you no longer need the booking, you can tap Cancel booking and a modal will appear for you to confirm you really want to cancel. Tapping Edit booking opens up the date and start/end time of the current booking so you can make changes. When you tap Update, if the resource is unavailable for this new date/time it will tell you and you'll need to edit this to continue. Otherwise it will update the booking with the details requested and close the edit, with the new booking details now displayed.
Important: To book Spaces using Companion app you need to have Spaces configured in the Sign In App portal, click here to read more about setting this up.