Korbyt Booking - Creating and Editing Bookings

This reviews the basics of using the Korbyt Booking system through the CMS interface to create and edit bookings.

Written By Dr. Melanie Uriarte

Last updated 3 months ago

Viewing Korbyt Booking and the Calendar Dashboard

Log into your Korbyt CMS
If you have multiple Korbyt products
- open the Mega Menu
- Select Korbyt Booking
You should now be seeing your Calendar Home Screen
- You can also select the Calendar Home Screen by clicking on
  in the Mega Menu

Navigating the Calendar Home Screen

Your calendar serves as a dynamic dashboard and scheduling tool.
It shows the status of bookings, room availability, services, and more all in real time.

Quick Booking via the Calendar

You can create new bookings from the homepage calendar view

Double-click the time block for the resource you would like to book
Enter the Title and Booking Details
Click Save to schedule the meeting
- Or click Advanced Options to continue the booking in the full Booking Menu

Editing Bookings via the Calendar

You can modify your booking right from the calendar.
Simple changes can be made without opening your booking.

Hover your mouse over the event to see more event details
Right-click on the event to open the quick action list
Double-click to open the event in the Booking Menu to make complex changes

Creating a New Booking via Bookings Menu

Open the Mega Menu
In the Bookings column click New Booking
You will see the full New Booking screen
- Booking Information (Title, Host, etc.) is to the left
- Specific meeting detail sections are listed across the top of the working area
Fill in the details of the type of space you require then and click, Search
You will then see available spaces that match your requirements
Click +Add to select the resources needed
- A single booking can include multiple rooms
Click Continue in the lower right to confirm your resource selections
You can now move through the other sections of the booking details by clicking the section at the top
Meeting recurrence can be selected using the blue navigation bar
At any time, you can use the Confirm button dropdown in the upper right
- Save will save your selections up to that point and leave you in the editing screen
- Save & Exit will save your selections and return you to the Calendar Homepage
- Exit without Saving will abandon your selections

Adding Attendees

Attendees can be internal or external to the organization
- For Internal click the +Add Attendees button
  - Use the popup to search for the internal resource and set their booking role
  - Click Add to finalize
- For External Attendees fill in their info and click save
- Either use the Confirm drop down to save or move on to the Services section

Services

Services that have been defined within your system (AV/IT, Catering, etc.) can be added to your booking
1. Click the Services button in the top ribbon
2. Navigate to the Department tab of the service(s) you would like to add (or search all services)
3. Edit the quantity as needed, click Add
4. Your service item(s) will be added to your booking on the right
Booking Summary shows all the details for the meeting that have been selected

Remember to use the Confirm button dropdown in the upper right to save your meeting details

Searching For and Editing Bookings

Open the Mega Menu
In the Bookings column select click Booking Search
You will then see the Booking Search screen
Enter your search parameters and click Search
Bookings that match your criteria will show in the list
Click on the Booking Title to open the meeting in the full editor
Use the Copy / Move / Recur buttons to take those actions

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