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Booking Admin Guide

Booking Admin - Global Settings

This section reviews the global settings available to customize your Korbyt Booking service along with recommended values

Written By Ed Kinne

Last updated 7 days ago

Time Display

Setting

Description

Recommendation

Diary Start Time

Sets the first time slot shown in the Diary/Calendar view.

Set this to the earliest working hour typically used at the site so users do not need to scroll unnecessarily.

Diary End Time

Sets the last time slot shown in the Diary/Calendar view.

Set this to the latest operational booking hour for the site.


Mandatory Fields

Setting

Description

Recommended Use

Telephone

Makes the telephone field mandatory where contact details are captured.

Enable when front desk, security, or service teams rely on a contact number.

Company

Makes the company field mandatory where company/organization details are captured.

Enable for visitor-heavy workflows or external meeting bookings.

Last Name (Outlook)

External attendee first and last name are mandatory in booking flows, and existing external attendees may be found by typing letters from the last name.

Enable when Outlook-linked attendee matching and cleaner attendee records are important.

Post Code

Makes postcode/postal code mandatory where address details are collected.

Usually enable only when address reporting or visitor logistics require it.

Chargeback Fields

Chargeback details can be entered on the Booking Information screen when enabled/configured.

Enable when bookings must be allocated to departments, cost centers, or billable entities.


System / Email Settings

Setting

Description

Recommended Use

SMTP Smart Host

Defines the outbound SMTP server used for alerts, confirmations, and system emails.

Point this to the approved corporate mail relay or transactional mail service.

SMTP Port

Defines the SMTP port used for outbound mail.

Use the port required by your mail provider and security policy.

SMTP User Name

Username or service identity used for SMTP authentication.

Use a dedicated service account rather than a personal mailbox.

SMTP Password

Password/secret for SMTP authentication.

Store securely and rotate under standard credential management policy.

Use TLS/SSL

Enables encrypted SMTP transmission.

Keep enabled in production unless a controlled legacy relay explicitly requires otherwise.


Default Settings

Booking Behavior / Admin Defaults

Setting

Description

Recommended Use

Booking Role

Sets the default booking role used in applicable booking flows.

Set this to the role most commonly used by end users to reduce manual changes.

Grid Page Size

Controls how many rows/items appear per page in grid-based admin views.

Use a smaller size for readability and a larger size for power users handling high volume.

Role

Appears to define a default role or admin context, but this field is not directly described in the reviewed documents.

Validate with Product/Admin before changing in production.

Booking Cancel Status

Status value applied when a booking is canceled.

Align with reporting and downstream notification rules.

Booking Deny Status

Status value applied when a booking is denied.

Align with approval workflows and service dashboards.

No Show Status

Status value applied when a booking is marked as a no-show.

Use when utilization or attendance reporting needs to distinguish no-shows from cancellations.

Show Host in Diary View

Diary display content is configurable and optional in the read-only calendar view.

Enable for concierge/reception/coordinator teams; disable if host visibility raises privacy concerns.

Default Host

Defines the default host used when a host is not otherwise set.

Use only when a standard host model is part of the operating process.

Show Accept/Deny in ServiceTracker

Service Tracker can be configured to display Approve/Deny buttons and Delivered/Retrieved statuses.

Enable when departments need to review and approve service requests manually.

Use Room Group filter

Adds or enables room-group filtering in search/selection workflows.

Useful for larger estates with many rooms grouped by area or function.

Show login screen

Manual login is supported when SSO is unavailable.

Enable where users may need a fallback login path.

Show delete option in Booking Summary

Newer release notes reference a Delete option in Booking Summary for easier room removal.

Enable for experienced users and coordinators who often amend bookings.

Copy Outlook Appointment text into Booking Notes

Notes behavior is configurable across web and Outlook-linked bookings when auto-populate notes is enabled.

Enable when meeting context from Outlook should also appear in Korbyt Booking.

Document upload path

Defines where uploaded booking documents are stored; documents can be viewed in Korbyt Booking but not in Bookit or attendee emails.

Use a secure, backed-up server path with appropriate access controls.

Unlock bookings if lock duration is greater than X minutes

Releases stale booking locks after the configured period.

Set a reasonable timeout to prevent abandoned edits from blocking other users.

Show Documents in Booking Summary

Partially confirmed. Exposes attached documents in Booking Summary; document visibility is limited to Korbyt Booking, not Bookit or attendee emails.

Enable where admins/coordinators need to review booking attachments in the web app.

Update users on every AD Sync

Inferred. Refreshes existing user details each time Active Directory synchronization runs.

Enable when directory attributes such as department, property, or contact data change frequently.

Default Report Format for SSRS

Confirmed. Korbyt Booking supports Microsoft SQL Reporting Services (SSRS).

Set the default format to match how admins typically consume reports, such as HTML, PDF, or Excel.

Allow Quick Book pop-up

Confirmed. When enabled, Quick Book pop-up is shown; when disabled, users are directed to Advanced Booking.

Enable for fast, simple room booking. Disable when users usually need advanced fields like services, chargebacks, or attendee detail.

Administrator Email Address

Confirmed. Used for admin notifications; for Webex, the system sends a reminder five days before the refresh token expires.

Use a shared, monitored mailbox rather than an individual user’s inbox.

Enable Favourites (QB and Mobile)

Partially confirmed. Favorites are supported in user profile settings.

Enable to speed up repeat bookings for frequent users.

Product Feedback Widget

Inferred. Toggles an in-app feedback widget.

Enable in pilot phases or active improvement cycles; disable in tightly controlled production experiences if preferred.

Enable Analytics

Needs validation. Appears to toggle analytics/telemetry behavior, but this was not directly documented in the reviewed files.

Review with Product/IT/privacy stakeholders before enabling broadly.

Default: Display Full Day Booking as Banner in Outlook

This setting controls whether the "Display as banner in Outlook" checkbox is pre-checked or unchecked by default when a user initiates a Full Day desk booking. It applies to resource types with Fixed Time Slots enabled, and is only visible to users when Exchange Sync has been configured (Graph API or EWS).

Checked by Default — The "Display as banner in Outlook" checkbox is pre-ticked when a user starts a Full Day desk booking on an eligible resource type. Users can uncheck it before saving.

Unchecked by Default — The checkbox is clear when the booking form loads. This is the system default if the setting has never been configured. Users can tick it before saving.


User Defaults / Booking Defaults

Setting

Description

Recommended Use

Language Preference

Users can set their language preference in profile settings.

Set the default to the most common language for the deployment.

Primary Property

Users can set a primary property, and home property is used as the default in search.

Set this to the user’s main office/site to reduce search effort.

Default Booking Type

Booking Type is automatically selected from Global Settings in the O365 Add-in, with users able to change it if multiple types are available.

Set this to the booking type most users create most often.

Booking Duration

Default duration applied to new bookings.

Use a standard interval such as 30 or 60 minutes based on common meeting behavior.

Self Registration

Likely controls whether users can self register in an applicable workflow.

Only enable if your business process supports self-service registration.

Heart Beat Interval

Likely controls a polling/check interval for a service, sync, or device process.

Change only with technical review, especially in production.

Show Resource Time in Diary

Multi-property booking can display booking time in the local timezone of the property being booked.

Enable for multi-site or cross time-zone deployments.

Allow AD Sync

Enables Active Directory synchronization.

Enable when users and profile data should be maintained from corporate directory services.

Allow Zbd Panel Matching

Appears to relate to room/panel device matching, but this is not directly documented in the reviewed files.

Use only for environments with the relevant hardware integration.

Show Confirmation Message for Bookings

Displays a confirmation message after a successful booking action.

Keep enabled for end-user reassurance unless UI simplicity is the priority.

Default Resource Type

Resource Type is a standard search filter/category in Bookit.

Set this to the most commonly booked resource type, such as Meeting Room or Desk.

Suppress Service details in Outlook

Prevents service/add-on detail from appearing in Outlook content or notifications.

Enable when Outlook invites should stay concise or when service details are internal only.

Show Telerik Reports in Alerts

Appears to control use of Telerik generated reports in alerts.

Enable only if alert/report templates are built around Telerik reporting.

Company-Tenant Module

Appears to enable a tenant/company specific module.

Change only after confirming licensing and intended tenant architecture.

Tenant Digital Coupon Functionality

Appears to enable digital coupon functionality for tenants.

Enable only where a tenant amenity or coupon workflow is in scope.

Show Booking Summary on Outlook Appointment Body

Likely writes booking summary details into the Outlook appointment body; screenshot note indicates this is not applicable for recurrence and the O365 Add-in.

Use when meeting participants benefit from seeing booking details directly in the calendar item.

Send notifications of web app updates to Outlook bookings to: Host / Requester / Both

Defines who receives notices when web app changes affect Outlook-linked bookings.

Use Both when host and requester are often different people.

Show Save & Send in Booking Summary

Adds a Save & Send action in the booking summary flow.

Enable when users commonly need to save a change and immediately send updates.

Add new country/state lookups during AD Sync

Creates new country/state lookup values found during directory sync.

Enable when user records may introduce new geographic values over time.

Enable Regions

Enables regional hierarchy or regional filtering within the deployment.

Use in multi-region/global environments.

Security Identifier Authentication by Database

Appears to authenticate using SID values stored in the database.

Change only under guidance from IT/Product, especially in SSO or directory-integrated environments.


Recurrence Settings

Setting

Description

Recommended Use

Impersonate Outlook For Recurring Bookings

Likely uses Outlook/Exchange impersonation behavior for recurring bookings in integrated environments.

Enable only where Exchange/Outlook integration and permissions are already designed for this model.

Maximum Recurrences Allowed

Recurring bookings support a range based on the number of occurrences or an end-by date.

Set a practical cap to prevent very large recurring series and reduce accidental bulk bookings.

Allow restriction by resource type

Likely applies recurrence restrictions based on selected resource type.

Use when certain resource types should not allow long or complex recurring patterns.


Visitor Settings

Setting

Description

Recommended Use

Disable Dynamic Search on External Visitors

When set to Yes, prevents real-time search/lookup of external visitor records during booking.

Set to No to allow dynamic search and improve the visitor registration experience.

Use SSRS for Visitor Print Badge

When set to Yes, uses SQL Server Reporting Services (SSRS) to generate and print visitor badges.

Set to Yes if your organization uses SSRS-based badge templates.

External Attendee Email Required

When set to Yes, makes the email field mandatory for external attendees added to a booking.

Set to Yes to enforce data capture for visitor communications and compliance.

Text when unregistered option is ticked

Custom message displayed to users when they select the "unregistered visitor" option during booking.

Use to provide instructions or policy reminders (e.g., "Please collect visitor ID at reception").

Text when unregistered option is not ticked

Custom message displayed when the unregistered visitor option is not selected.

Use to confirm standard check in flow or provide relevant visitor instructions.


Business Rules Settings (Booking)

Setting

Description

Recommended Use

Enforce Maximum Capacity

Prevents or warns when a booking exceeds the room's maximum capacity. Options: Block (hard stop) or Warn (soft warning shown to user).

Set to Block to strictly enforce room limits. Use Warn where flexibility is needed (e.g., small overruns permitted by policy).

Warning Messages

Customize the warning text displayed when users exceed capacity or other booking limits.

Tailor the message to your policy language so users understand why the booking was blocked or flagged.

Service Quantity Based On (V9.7+)

Controls how service/catering quantities are calculated: Attendee Count (all invited, including remote) or Resource Participant Count (in-room/physical only). Only shown when Warning Message is set to No.

Use Resource Participant Count for catering orders where only on-site attendees consume services. Use Attendee Count for services that apply to all participants (e.g., digital content).

Require Attendee Per Room (V9.4+)

Forces users to add at least one attendee to each booked room before the booking can be saved.

Enable to ensure all room bookings have an assigned attendee, improving data quality and reducing ghost bookings.

Show Total Participants (V9.7+)

Controls visibility of the Total Participants count field on the booking form. Set to No to hide the field.

Hide if participant counts are not relevant to your workflow, or if Auto Calculate is enabled and you want a cleaner booking form.

Auto Calculate Total Participants (V9.8.1)

When set to Yes (default), the Total Participants field becomes read-only and is automatically calculated as the sum of per-room participant counts, updating in real time. When No, the field remains manually editable.

Set to Yes to reduce manual entry errors and ensure accurate participant totals across multi-room bookings.

Preserve Add-ons Within Cut-off (V9.8)

Feature flag (off by default). When enabled, add-ons are retained when the booking time is changed on the same date, provided the new time still falls within the service cut-off period.

Enable if users frequently adjust meeting times on the day and should not lose their catering/AV add-ons as a result. Leave off if add-ons should always be reconfirmed after time changes.