Browse and Navigate Reservations Module in Appspace 8.0

The Reservations module is ideal for configuring space reservations in a flexible, hybrid workplace. You can configure our system for reserving rooms, workspaces, desks, and even building passes for limiting access to offices on certain days. You may choose to import room and other resource details from supported external calendar providers such as Google or Office 365, or simply add new resources using Appspace’s built-in calendar provider services introduced with this reservations system.

Administrators can use our Locations module to upload floor plans to a building, campus, or individual floors, and map resources and points of interest to these floor plans and link them to the Appspace Reservations system. They can also choose to upload the floor plans in the Locations module, and thereafter do the resource mapping directly in the Reservations module. providing a clear visual guide and experience for employees and visitors when making reservations later on.

Once the system is set up, reservations can be made via the web using our Employee App portal, or via the Appspace Employee App on a mobile device (Android or iOS).

Administrators:

All administrative tasks are performed in the Reservations module in the Appspace console, as follows:

  • Create reservable resources – Import room resources from a calendar provider, or create them directly in Appspace.
  • Manage workspaces & resources Implement reservation rules, set employee permissions, manage reservations.
  • Upload floor plans and link resources – Upload floor plans and map workspaces to resources to provide a better visual guide and experience to employees and visitors.
  • Analytics & reports – Measure your workplace utilization, and monitor and track users’ access.

Employees:

All space and building pass reservations are made via the Employee App portal via a desktop browser, the Appspace Employee App on mobile devices, or on touch-screen devices using the Room Schedule card or the Schedule Board card, as follows:

  • Check-in from anywhere – Check-in, end, or extend a reservation from your mobile or workplace devices.
  • Reserve workspace – Reserve a desk, room, or any available workspace on a map, from the Employee App via a browser or personal devices.
  • Reserve building pass – Reserve a building pass via the Employee App for access to a restricted building or campus network, and then scan the QR code to check-in.
Reservations module in the Appspace console for configuring resources and rules.
The final Reservations system available to employees and end-users, ready for booking via the Appspace Employee App.
This article provides administrators with an introduction to the user interface and the configuration features available within the Reservations module in the Appspace console.

Important

User Interface & Navigation

Sign-in to the Appspace console to access the Reservations module via the Appspace menu on the console sidebar. This module is only visible to Appspace Account Owners or Location Admins.

The Reservations module has three tabs: Resources, Reservations. Analytics.

Resources

In the Resources tab, you’ll be able to view and manage the building, floor, and workspace resources, such as building passes, meeting rooms, huddle spaces, and hot-desking spaces within your organization.

Each reservation created and listed on the dashboard displays these details:

    • Reservation date
    • Resource information
    • User or organizer details
    • Reservation date and time
    • Resource’s reservation status

Create Resources

The Create button allows you to manually create a resource. Clicking the arrow next to the button allows you to perform the following additional functions:

  • Create Resource – Create resources such as rooms, desks, or points of interest (POI).
  • Create Provider – Import your calendar provider resources. A passport must be created and a connection established with the calendar provider.
  • Import Resources – Import multiple resources using a .xlxs file.
  • Export Resources – Export existing resource details into a .xlsx file for quicker bulk edits.

Edit Resources

Clicking the ellipsis of a resource allows you to edit the resource details, or delete the resource, provided you have the necessary permissions to do so.

Edit Multiple Resources

Selecting multiple resources allows you to perform bulk edits, or manage permissions of the selected resources quickly.

  • Manage Permissions – Manage the Access Control Permissions for the selected resources.
  • Print QR Code – Print the QR Codes for the selected resources. The following customizations can be made:

    • Number of QR codes per page (dependant on print page size).
    • Show Resource Name.
    • Customize QR Code size (small, medium, or large).
    • Customize Resouce Name, QR Code color.
    • Customize Call to Action text, color, and background color.
  • Edit – Edit the selected resources.
  • Delete – Delete the selected resources.
  • Close – Close the bulk edit toolbar.

Sidebar

Filter By Provider

The Filter By Provider sidebar displays a list of calendar providers that have been configured with resources used in Reservations.

Selecting the provider displays all resources within the provider, while clicking the ellipsis of the provider allows you to manage, or delete the provider.

Filter By Location

The Filter By Location sidebar displays the location tree that has been configured in Locations, and the resources used in Reservations.

Selecting the location displays all resources within the location, while clicking the ellipsis of the location, depending on the location type, allows you to manage the following:

  • Network, Geo, and Campus locations – Manage rules and permissions to the resource, which will then be inherited by child resources.
  • Building and Floors locations – Manage the general information, rules, and permissions of the resource. View the reservations and analytics of the resource.

Search and Filters

To search for a specific resource, you may select one of the following filters which narrows down the search, presenting you with a list of resources based on the filter aspect:

  • Sidebar
    • Filter By Provider
    • Filter By Location
  • Duration PeriodDisplay resources within a date range
  • Search FieldSearch resources by keyword
  • Filter Bar Icon
    • Filter By Resource Type
    • Filter By Assigned ResourcesOnly available when filtering in Geo, Campus, or Building locations.
    • Filter By Subtype Only available when filtering in Floorplan.

Sort

Sort the listed resources by Resource, Provider, or Location in ascending or descending order by clicking the header arrows.

Reservations

In the Reservations tab, you’ll be able to view and manage all building, floor, and workspace reservations that have been made on the Appspace platform. This tab will initially be empty.

Make Reservations

The Create button allows you to make reservations directly from the Appspace console.

Edit Reservations

  • Clicking the ellipsis of a reservation allows you to view the reservation details. If you have the necessary permissions, you may also edit the reservation details, or cancel reservations made by users.
  • Selecting multiple reservations allows you to cancel all selected reservations quickly.

Search and Filters

To search for a specific reservation, you may select one of the following filters which narrows down the search, presenting you with a list of reservations based on the filter aspect:

  • Sidebar
    • By Location
    • All Reservations
    • Active Reservations
    • Pending Reservations
    • HistoryDisplay reservations that have ended.
  • Duration PeriodDisplay reservations within a date range
  • Search FieldSearch reservation by keyword
  • Filter By Icon
    • Resource Status
    • Users / Organizers

Sort

Sort the listed resources by Reservation, Details, Date / Time, or Status in ascending or descending order by clicking the header arrows.

Analytics

In the Analytics tab, you’ll be able to view statistical data of all the reservations that have been made either via the Appspace Employee App or the Employee App portal. This tab will initially be empty.

Filters

To filter data, you may select one of the following:

  • Activity Period – Displays reservation analytics for a date range.
  • Filter By Location – Displays reservation analytics by location.

Trend Widgets

  • Total Building Reservations: Tracks the number of building reservations over the specified time period. It displays the total number with an up/down trend percentage.
  • Total Workspace Reservations: Tracks the number of workspace reservations over the specified time period. It displays the total number with an up/down trend percentage.
  • Total Users: Tracks the number of users over the specified time period. It displays the total number with an up/down trend percentage.
  • Total Workspaces Created: Tracks the number of workspaces over the specified time period. It displays the total number with an up/down trend percentage.

Widgets

  • Reservations by Resource Type: Tracks the number of resource reservations made over the specified time period. It displays the total number with a breakdown by type. It will show individual totals on mouseover.
  • Workspace Reservations: Tracks the number of workspace reservations created over the specified time period. It displays the number of workspace reservations broken down in smaller time slices to show a trend.
  • Building Pass Reservations: Tracks the number of building pass reservations created over the specified time period. It displays the number of building pass reservations broken down in smaller time slices to show a trend.
  • Most Reserved Workspaces: Tracks the number of reservations made to that workspace. It displays the top 5 most reserved workspaces and the total number of reservations made.
  • Most Reserved Floors: Tracks the number of workspace reservations made in that floor. It displays the top 5 most reserved floors and the total number of reservations made in that floor.
  • Most Reserved Buildings: Tracks the number of workspace reservations made in that building. It displays the top 5 most reserved buildings and the total number of reservations made in that building.
  • Most Active Users: Tracks the number of user logins over the specified time period. It displays the top 5 most active users and their login count.

Individual Building, Floor, or Workspace Resource Analytics

You may also view detailed analytics for an individual building, floor, or workspace resource by clicking the Analytics tab when editing the resource from the Resources tab.

Depending on the resource selected, the following analytical widgets will be displayed:

Building

Trend widgets: 

  • Total Building Reservations
  • Total Reservations
  • Total Users

Widgets:

  • Workspace Reservations
  • Building Pass Reservations
  • Reservations by Resource Type
  • Most Reserved Workspaces
  • Most Reserved Floors
  • Most Active Users
Floor

Trend widgets: 

  • Total Reservations
  • Total Users

Widgets:

  • Workspace Reservations
  • Reservations by Resource Type
  • Most Reserved Workspaces
  • Most Active Users
Workspace Resource

Trend widgets: 

  • Total Reservations
  • Total Users

Widgets:

  • Workspace Reservations
  • Most Active Users

Settings

The Settings tab allows administrators to configure global reservation settings for the following:

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