Create and organize categories
We recommend the following steps for creating and organizing categories:
Divide meeting rooms and equipment into categories to provide users with a better overview. For meeting rooms, consider categories such as Internal/External rooms or 1st floor/2nd floor/3rd floor, and for equipment, categorize based on different types.
Create the categories first, then proceed to create the rooms and/or equipment.
To create a category, follow these steps:
1. Click "Add new category".
2. Enter the name of the category and click "VIP" if relevant (description to follow).
3. Click "Create" to create the new category.
Once the category is created, proceed to create the resources. Subsequent pages will provide instructions on creating rooms and equipment.
Edit categories, rooms, and equipment
Edit categories: You have two options:
Click the pencil icon to edit the name of the category.
Click on the triangle in front of the category name to set it as VIP or insert an Accounting code (used for invoicing and not visible to users).
Edit rooms or equipment: Click the pencil icon in Actions to open the settings and make necessary updates.
Change order of categories and resources: Click the small squares next to the name and drag'n'drop to rearrange. Changes in Administration will reflect in the booking flow.
Deleting categories, rooms, and equipment
Delete categories: To delete a category, start by deleting all the resources in the category. Then, click Delete in the top right.
Delete resources: To delete a resource, click the bin in Actions. If it's a room combined with others, you'll receive a notification.
Important note: Deleted resources remain in future bookings but are unavailable for new bookings.
Creating VIP Categories
Create VIP-category
Activation: Create one or more categories and activate VIP for rooms, catering, or equipment that only selected users can see and book.
User Management: Grant specific users access to VIP categories either manually or via Active Directory.
Identification: VIP categories are marked with a crown icon in both the Administration and the booking flow.
Visibility: VIP categories are only visible to users with access to these categories.
