There are six primary components to the page.
Reservation Maintenance (first on the left):
Room Requests/Reservations |
Shows all unarchived room reservations. From this screen, existing reservations can be edited and modified. |
Mediated Reservations* |
Allows staff to reserve a room for a patron (for rooms requiring approval) |
Unmediated Reservations* |
Allows staff to reserve a room for a patron (for rooms not requiring approval) |
Equipment Request/Reservation |
Shows all unarchived equipment reservations. From this screen, existing reservations can be edited and modified. |
In-House Reservation |
Allows staff to reserve equipment for a patron |
Patron Reservation Lookup |
Search for a specific patron by library card number, confirmation number, name, phone number, email, organization or time range. |
Setup (Note: This is only visible in individual branch mode. If you can't see the setup options, change out of All Branches mode)
Equipment Configuration |
Enter new pieces of equipment into the system. This enables them to be reserved by patrons. |
Room Configuration |
Enter and configure rooms into the system. This enables them to be reserved by patrons. |
Settings (Note: In All Branches Mode, only System Configuration and Settings is visible. To see other options enter an individual branch.)
System Configuration and Settings |
Allows you to customize the system in terms of look, feel, security, branch information, system messages and emails, and system rules. |
Fixture List |
Add a new Fixture. Fixtures are equipment that are attached permanently to rooms, rather than reserved separately. |
Location List |
Add a new location to the system. Locations can then be configured into rooms. |
Group Type/Category List |
Group Types refer to the ways you can classify patrons to allow for specific pricing plans for different types of groups. |
Internal Classification List |
Allows you to leave an internal note on a reservation indicating the condition of the room. This classification stays with the patron record allowing you to indicate people to whom you don't want to allow in the future. |
In the middle of the page, there is a search box. You can search all reservations filtered by the following criteria:
Pending Requests |
Searches only requests that have yet to be confirmed. |
Pending Payments |
Searches only requests with outstanding balances. |
Archived Reservations |
Searches only reservations already sent to the archive |
All Reservations |
Searches all reservations. |
Below the Search box is the Quick View. This will take you instantly to the following categories for either Rooms or Equipment:
Pending Requests |
Shows all requests still awaiting official confirmation. |
Pending Payments |
Shows all requests with outstanding balances. |
Accepted Reservations |
Shows all requests that have been approved. |
Finally, on the right side, you'll find Reports.
Requested Equipment |
Create a customizable report containing relevant equipment that has been reserved. |
Requested Room Setups |
Create a customizable report containing a list of reserved rooms with setup information. |
View/Print Room Schedules |
Create a customizable, easy to print schedule by room(s). |
Room Usage Report |
Create a report with usage statistics for each or all room(s). |
Room Usage: Reservations vs. Events |
Create a report comparing how often each room was reserved for events verses by patrons. |
Room Utilization Report |
Create a report comparing total hours a room is available against how many hours the room is actually used. |
Requested Bookable Equipment |
Create a customizable report containing a list of reserved equipment. |
View/Print Bookable Equipment Schedules |
Create a customizable, easy to print schedule by equipment. |
Bookable Equipment Usage Report |
Create a report with usage statistics for all equipment |
Equipment Utilization Report |
Create a report comparing total hours equipment is available against how many hours the equipment is used. |