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Booking Admin Guide

Booking Admin - Property Setup

How to configure a Property, with Areas, Neighborhoods, Resources and a Floor Plan

Written By Ed Kinne

Last updated 8 days ago

A “Property” represents the organization’s premises and holds all resources created in the system. You can assign properties to a region, which can represent a continent or a country (usually left as Global).

Depending on the organization, you may see multiple properties in the Property Tree View.

Creating Properties

  • Go to Administration > Property Setup > Properties > Add New Property

  • Complete the Property Address

  • Select the Property Time Zone, including time Display (12-hour or 24-hour), and click Save


Areas

Areas define physical sections of a property, such as building floors. Create areas before rooms to assign rooms to a specific area of a property

Creating A New Area

  • Go to Administration > Property Setup > Area > Add New Area.

  • Select the Property that the Area exists within.

  • Select the Property Name from the area list.

  • Enter a new Area name. Maintenance Use should remain set to No. Click Save or Save and Add More to add additional Areas.


Neighborhoods and Assigned Resources

Neighborhoods are areas of the workplace defined by teams, work activities, or other specific categories on a particular floor. Resources are then assigned to each Neighborhood.

Creating a New Neighborhood

  • Go to Administration > Property Setup > Neighborhood > Add New Neighborhood

  • Select a Property and an Area in the dropdown menus

  • Enter a Neighborhood Name, and Select a Colour.

  • Set to Active and click Save.

Neighborhoods : Assigning Resources

  • Select a Location from the Dropdown menu

  • Select the resources by checking the box next to them

  • Once all resources are selected, click the >> button in the upper left to move the resources to the Neighborhood

    • The receiving Neighborhood is the open

  • Click Save in the lower left


Departments

Departments are used to define the different sectors of an organization, such as Catering, Facilities, and Equipment. Departments are property-specific.

Creating a Department

  • Go to Administration > Property Setup > Departments > Add New Department

  • Select the Property from the Menu

  • Enter the Department Details (select sections explained below)

  • Department Head ▪ Search for and select the individual who will approve services (Addons) that require authorization when booked. ▪ The Department Head is usually a system admin, but can be any user who is saved in the database ▪ The email address should be the Department Head's email

  • Choose a Diary Color; setting to Yes will make it Visible

    • In the Service Departments Diary Sequence Field, enter the order to display

  • Setting Icon

    • Click Browse Icons

    • Search and click on the icon you want in the new window.

    • On the right, scroll down to Inserting the icon, copy the icon name (e.g., check_circle) and paste the icon text into the text field to the left of “browse Icons,”

    • Click Save Korbyt Booking Admin

  • Addon Notification Message and Alert

    • The Service Notification Alert sends an email to an individual line manager when they book a service that requires approval. This is a useful tool to restrict staff from booking services outside of their appropriate use.

    • This is based on passive approval; the system will not deny the Service through any email notifications. The alert will need to be configured as well.

  • NOTE: Service Provider, Report Category, and Revenue Center are functions that are not currently in use.


Floor Plans

NOTE: Floor Plans are now available in all the platforms, including O365 Add-in and Booking. Previously, it was only available in Bookit and the Mobile Application.

A Floor Plan is an image you upload, then map resources to their locations on the image. A Floor Plan is configured by area in the system.

Creating a Floor Plan

  • Go to Administration > Property Setup > Floor Plan

  • Find the Area you wish to map and click Choose File for that area

    • Select and upload your floor plan image, then click the + icon

  • Click the Floor Plan icon in the Configure Floor Plan column

  • Drag the room icons to their applicable area on the Floor Plan image

  • You can click Reset in the upper right to remove icons.

Enabling Floor Plan Booking

Floor Plan Booking is enabled by default for all users with appropriate permissions. To restrict or re-enable access:

  • Log in as an administrator.

    • Access the Administration area from the left navigation menu.

  • Go to Global Settings > Default Settings.

    • This is where the Floor Plan feature flag is controlled.

  • Find the Enable Floorplan setting.

    • Toggle this On or Off to enable or disable Floor Plan Booking for all users. Changes take effect immediately.