Online Space Booking (OSB) allows your public-facing users to search space availability to request and reserve spaces in your venue. Configure Online Space Bookings and then share the link with your public-facing users, usually through the Account Portal or your own website. See Online Space Booking Overview for information about what you need to configure before configuring Online Space Booking.
To create an online space booking configuration:
- In the Main Menu, search for and select Online Space Booking Configurations. The Online Space Booking Configurations screen opens.
- Click Add. The Add Online Space Booking Configuration screen opens.
- In the Description field, enter the name of the configuration.
- Complete the fields within each tab. See the sections below for details on each available field:
- Click OK.
Once the configuration is complete, use the Copy Shortcut button to copy the URL for the online space booking. You can then use this link on your website or in emails for your public-facing users to make space reservations.
Once you create a configuration, you can also:
- Copy an Online Space Booking Configuration
- Retire an Online Space Booking Configuration
- Delete an Online Space Booking Configuration
Settings Tab
- Space Selection Method - Determines if public-facing users can select specific spaces (By Space) or space types (By Space Type) for searching.
- Conflict Check Status - Determines which existing bookings are considered in conflict with new space reservations. A conflict will be detected if there is a booking that is at or above the minimum conflict check status; the space is considered unavailable for that day and time range and will not show in search results.
- Earliest Start Time - Earliest time a public-facing user can reserve a space.
- Latest End Time - Latest time a public-facing user can reserve a space. 11:59/23:59 is the latest end time allowed.
- Search Range - Determines the available date range for available space searches.
- Relative to Relative - Uses a relative date range for available space searching. The following fields become available:
- Start Days Out - Sets the start date for the available space search to the entered number of days after the current date.
- End Day Out - Sets the end date range for the available space search to the entered number of days from the current date.
- Relative to Exact - Uses a relative start date and an exact end date for available space searching. The following fields become available:
- Start Days Out - Sets the start date for the available space search to the entered number of days after the current date.
- End Date - Sets the end date for the available space search to the entered date.
- Exact to Relative - Uses an exact start date and a relative end date for available space searching. The following fields become available:
- Start Date - Sets the start date for the available space search to the entered date.
- End Days Out - Sets the end date range for the available space search to the entered number of days from the current date.
- Exact to Exact - Uses an exact date range for available space searching. The following fields become available:
- Start Date - Sets the start date for the available space search to the entered date.
- End Date - Sets the end date for the available space search to the entered date.
- Relative to Relative - Uses a relative date range for available space searching. The following fields become available:
- Time Selection - Determines the time intervals for search times. The times entered into the Earliest Start Time and Latest Start Time fields must match the selected time interval.
- Exact Time - Enter an exact time.
- 15 Minutes - Enter times in 15-minute intervals. For example, 8:00 and 8:15 but not 8:10.
- 30 Minutes - Enter times in 30-minute intervals. For example, 8:00 and 8:30 but not 8:10.
- 1 Hour - Enter times in one (1) hour intervals. For example, 8:00 and 9:00 but not 8:30.
- Allow Multi-Day Requests - If checked, public-facing users can reserve a space for more than one day.
- Allow Recurring Requests - If checked, public-facing users can reserve a space for weekly or monthly intervals. For example, a space reservation for the first Wednesday of every month.
- Contact Us Email Address - Email address that defaults when a public-facing user clicks the Contact Salesperson hyperlink in the online space bookings application. If no email address is entered, the Contact Salesperson link does not display.
- Allow Book on Behalf of - If checked, public-facing users will be able to book space and add orders for a colleague or another user. These events will have the booker as the main account and contact, and the account/contact they are booking on behalf of will be entered as the Requester account/contact.
- Content Builder Layout - Content builder to use for the configuration. The content builder determines the Event Details page in your online space bookings web pages.
- Public Sign In Configuration - Sign in configuration to use for public-facing users signing into the application. If allowing public-facing users to sign up, email is used as the user name during the sign in process.
- Sign In Position - When the public-facing user must sign into the application. If you want your public-facing users to order items and services in Order Processing prior to signing in (Sign In Position is set to Before Submission), check the Allow Guest Access check box in the Order Processing Component Configuration screen.
- Beginning of Application - Sign in is required before the Search page.
- Before Event Details Page - Public-facing users can search and view results but must sign in before entering the event information.
- Before Submission - Public-facing users can search, view results, enter event information and view the reservation summary but must sign in to submit the reservation.
- Account Configuration - Account Management Configuration to use for public-facing users signing into the application. This controls what fields, if any, public-facing users can update for their account and what fields are available during Sign Up in the Public Sign In Configuration.
- Order Processing Component Configuration - Order processing configuration to use if users can order items and/or services at the time of the space reservation. The Resource Spaces tab on the resource controls what items are available for ordering for a space. See Resources for more information.
- Prompt for Item Ordering - If checked, public-facing users receive a prompt to order items after proceeding past the event details page(s). (Only available if the OSB configuration is linked to an Order Processing Component Configuration.)
- Payment Configuration - Payment Configuration for payments you may collect.
- Payment Portal Configuration - Payment portal configuration to use if a customer payment portal is in use. User will be routed from the OSB checkout page to the Payment Portal filtered for that event/order.
- ReCAPTCHA Configuration - ReCAPTCHA configuration to use for added security/bot detection. ReCAPTCHA displays on the payment page.
- Show Meeting Attendees - If checked, a Manage Attendees option will display on the Summary Page when submitting a new event and on the Event Details page of existing events. It the field does not display, you may need to add it to your layout.
- Time Zone Searching - If checked, users will be able to specify the time zone when searching the availability calendar. See Events Across Time Zones for more information about the Events Across Time Zones feature.
Display Section
- Web Theme - Theme for the online space booking pages. Controls the style and banner images on the web pages.
- Show Capacity/Attendance - If checked, the Number of Attendees field is available on the search, search results and summary web pages and the Capacity field is available on the space details web page. If unchecked, capacities are ignored during the space search process.
- Show Feature Search - If checked, public-facing users can search for spaces based on features.
- Show Setup Search - If checked, public-facing users can search for spaces based on setups.
- Require Setup - If checked, public-facing users must select a setup before searching. Only available if Show Setup Search is checked.
- Show Venue - If checked, public-facing users can use the venue field to filter which spaces are available for searching. You configure the venue for a space on the Edit Space screen.
- Show Availability Calendar - If checked, the Availability Calendar is available.
Event Defaults Section
- Set Event Account To - Determines the event account assigned to the event created in the software.
- Organization/Contact - Assigns the event account to the organization account the public-facing user is related to and the event contact to the public user's individual account.
- If the public-facing user is not related to an organization, the event account is assigned to the public-facing user's individual account.
- If the public-facing user is related to multiple organizations, the public-facing user cannot log into the online space booking application.
- If the public-facing user is signing up, you must configure the ACM Company Information component in the Account Management Content Builder to allow the creation of a new company account. If the ACM Company Information component is not in the Account Management Content Builder, the event account is assigned to the public-facing user’s individual account.
- Individual - Assigns the event account to the public-facing user's individual account.
- Allow Selection - If the public-facing user has an active relationship to multiple organizations, the public-facing user receives a prompt to select which organization he/she is logging in as. Any resulting events and orders are assigned the organization as the main account and the public-facing user's individual account as the contact. If a single organization relationship exists for the public-facing user, any resulting event and orders are assigned the organization as the main account and public-facing user's individual account as the contact. If no organization relationship exists, the public-facing user is logged into online space booking as an individual, and any resulting events and orders are assigned the public-facing user's individual account.
- Organization/Contact - Assigns the event account to the organization account the public-facing user is related to and the event contact to the public user's individual account.
- Resulting Event Status - Event status assigned to the event created in the software.
- Resulting Booking Status - Booking status assigned to all the bookings for the event created in the software.
- Default Event Price List - Price list assigned to the event created in the software.
- Default Event Category - Category assigned to the event created in the software. The selected category must exist on the Event Categories tab. If you select a default event category and the Event Category field is not displayed on the Event Details page, the Event Category field is set to the default value for all new space reservations.
- Default Event Class - Class assigned to the event created the software. The selected category must exist on the Event Classes tab. If you select a default event class and the Event Class field is not displayed on the Event Details page, the Event Class field is set to the default value for all new space reservations.
- Default Event Type - Type assigned to the event created the software. The selected category must exist on the Event Types tab. If you select a default event type and the Event Type field is not displayed on the Event Details page, the Event Type field is set to the default value for all new space reservations.
- Default Event Sensitivity - Sensitivity assigned to the event created in the software.
Space Details Section
- Show Features on Details - If checked, the features for a space display when public-facing users view the space details.
- Show Setups on Details - If checked, the setups for a space display when public-facing users view the space details.
Confirmation Section
- Send Confirmation Email - If checked, an email confirmation is sent to the email address for the public-facing user who is logged in when the space reservation is submitted.
- Confirmation From Email Address - Email address the confirmation email is sent from.
- Send Calendar Event - If checked, attaches an .ics file to the confirmation so the recipient can add the event to his/her calendar.
- Confirmation Email Template - Email template for the email confirmation. Email templates assigned to the Events subject are available for selection.
- Email Confirmation Report - Report to attach to the email confirmation as a PDF. Reports added to the Online Space Bookings Reports report list are available for selection. To attach a report to the email confirmation, you must complete the Report Server URL field on the Edit Site Configuration screen.
Confirmation Emails Section
Determines who receives a BCC (blind carbon copy) for confirmation emails. To add an email address as a BCC:
- Expand the Confirmation Emails section.
- Click the Manage Confirmation Emails button. The Select Confirmation Emails screen opens.
- Select the email address(s) to receive the email confirmations in the Available section of the screen. Wildcard options are also available for selection (Space Account, Account Rep, etc.). Use Ctrl+Click or Shift+Click to select multiple email addresses.
- Click the single right arrow button to move the selected email address(es) to the Selected section of the screen.
- Click Save.
Spaces Tab
Only the spaces selected on this tab are available for searching and booking. You must select at least one space.
Spaces can be Featured. Any featured spaces display at the top of the Search Results page in a Featured Spaces section.
To select spaces:
- Click the Manage Spaces button. The Select Spaces screen opens.
- Select the space(s) available for searching and booking in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple spaces.
- Click the single right arrow button to move the selected space(s) to the Selected section of the screen.
- Click Save.
- To feature a space, check the Featured box for the space.
- Click Save (diskette).
To remove spaces:
- Click the Manage Spaces button. The Select Spaces screen opens.
- Select the space(s) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple spaces.
- Click the single left arrow button to move the selected space(s) to the Available section of the screen.
- Click Save. The selected space(s) is removed.
Space Types Tab
Only the selected space types on this tab are available for searching and booking. If no space types are selected, then public-facing users cannot search or filter by space type. To select space types:
- Click the Manage Space Types button. The Select Space Types screen opens.
- Select the space type(s) available for searching and booking in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple space types.
- Click the single right arrow button to move the selected space type(s) to the Selected section of the screen.
- Click Save.
To remove space types:
- Click the Manage Spaces button. The Select Space Types screen opens.
- Select the space type(s) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple space types.
- Click the single left arrow button to move the selected space type(s) to the Available section of the screen.
- Click Save. The selected space type(s) is removed.
Features Tab
Only the selected features on this tab are available for searching and booking. If no features are selected, then public-facing users cannot search or filter by feature. To select features:
- Click the Manage Features button. The Select Features screen opens.
- Select the feature(s) available for searching and booking in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple features.
- Click the single right arrow button to move the selected feature(s) to the Selected section of the screen.
- Click Save.
To remove features:
- Click the Manage Features button. The Select Features screen opens.
- Select the feature(s) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple features.
- Click the single left arrow button to move the selected feature(s) to the Available section of the screen.
- Click Save. The selected feature(s) is removed.
Setups Tab
Only the selected setups on this tab are available for searching and booking. If no setups are selected, then public-facing users cannot search or filter by setup.
Online space bookings does use the # of Attendees field along with the Setups field when searching. Only spaces that can accommodate the entered number of attendees for a specified setup are returned in search results. If no setup is specified in the search or the Setup search field is disabled, the space Maximum Capacity field is used to determine if a space can accommodate the entered number of attendees.
To select setups:
- Click the Manage Setups button. The Select Setups screen opens.
- Select the setup(s) available for searching and booking in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple setups.
- Click the single right arrow button to move the selected setup(s) to the Selected section of the screen.
- Click Save.
To remove setups:
- Click the Manage Setups button. The Select Setups screen opens.
- Select the setup(s) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple setups.
- Click the single left arrow button to move the selected setup(s) to the Available section of the screen.
- Click Save. The selected setup(s) is removed.
Event Categories Tab
Only the selected categories on this tab are available for selection by public-facing users for their space reservation. To select event categories:
- Click the Manage Event Categories button. The Select Event Categories screen opens.
- Select the category(ies) available for selection in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple categories.
- Click the single right arrow button to move the selected category(ies) to the Selected section of the screen.
- Click Save.
To remove event categories:
- Click the Manage Event Categories button. The Select Event Categories screen opens.
- Select the category(ies) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple categories.
- Click the single left arrow button to move the selected category(ies) to the Available section of the screen.
- Click Save. The selected category(ies) is removed.
Event Classes Tab
Only the selected classes on this tab are available for selection by public-facing users for their space reservation. To select event classes:
- Click the Manage Event Classes button. The Select Event Classes screen opens.
- Select the class(es) available for selection in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple classes.
- Click the single right arrow button to move the selected class(es) to the Selected section of the screen.
- Click Save.
To remove event classes:
- Click the Manage Event Classes button. The Select Event Classes screen opens.
- Select the class(es) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple classes.
- Click the single left arrow button to move the selected class(es) to the Available section of the screen.
- Click Save. The selected class(es) is removed.
Event Types Tab
Only the selected types on this tab are available for selection by public-facing users for their space reservation. You must have at least one type selected. To select event types:
- Click the Manage Event Types button. The Select Event Types screen opens.
- Select the type(s) available for selection in the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple types.
- Click the single right arrow button to move the selected type(s) to the Selected section of the screen.
- Click Save.
To remove event types:
- Click the Manage Event Types button. The Select Event Types screen opens.
- Select the type(s) to remove from the Selected section of the screen. Use Ctrl+Click or Shift+Click to select multiple types.
- Click the single left arrow button to move the selected type(s) to the Available section of the screen.
- Click Save. The selected type(s) is removed.
Space Specific Rates Tab
If you want to charge for spaces or show pricing for spaces, you must configure either the Space Specific Rates tab or the Criteria Based Rates tab. You use the Space Specific Rates tab to specify the room rental rate type (must have a Daily or Hourly unit of time) for each available space in the online space booking configuration. You can only assign a space to one rate type.
If you have both the Space Specific Rates tab and Criteria Based Rates tab configured, the software first looks at the Space Specific Rates tab to assign a price to a space. If a space specific rate is not found, then the software looks at the Criteria Based Rates tab.
To add space specific rate types:
- Click the Add button. The Add Space Specific Rate screen opens.
- Enter the necessary information:
- Space - Space for the rate type.
- Rate Type - Rate type to use for the space. Rate types are configured in the Resources screen as class 1 resource types. You must also have the rate type assigned to the price list selected in the Default Event Price List field in the Event Defaults section of the Settings tab.
- Rate per Attendee - If checked, the booking units are set to the value in the Attendee field. This allows you to charge a rate per attendee (number of attendees multiplied by the space rate). Available with hourly and daily units of time. For example, a space has a rate of $100. For a two day event with 10 attendees, the total charge is $2000 (2 days at $100 per day = $200. Multiplied by 10 attendees = $2000).
- Click OK.
To remove a space specific rate type:
- Select the space specific rate type to remove.
- Right-click and select Mark for Delete.
- Click the Save button.
Criteria Based Rates Tab
If you want to charge for spaces or show pricing for spaces, you must configure either the Criteria Based Rates tab or the Space Specific Rates tab. You use the Criteria Based Rates tab to specify the room rental rate type (must have a Daily or Hourly unit of time) for each space based on conditional criteria such as day of the week, booking start or end time or the number of hours booked.
If you have both the Criteria Based Rates tab and the Space Specific Rates tab configured, the software first looks at the Space Specific Rates tab to assign a price to a space. If a space specific rate is not found, then the software looks at the Criteria Based Rates tab.
When using Criteria Based Rates, pricing is based on the first set of criteria the space reservation meets based on the Sequence set for the criteria. If a space reservation crosses over the time threshold from one criteria to another, a separate rate is not applied. For example, you cannot have a regular time rate and additional time rate applied to a single space reservation in online space booking.
If a space reservation does not meet any criteria, the space is listed as no charge. Creating a general rate with broad criteria with the highest sequence value to avoid this situation is recommended.
If a space does not have the rate type configured on the price list or resource type for the criteria matching the space reservation, the space is listed as no charge. The software does not proceed to the next criteria until a rate type is found that is configured for that space.
Within a set of criteria, the order the software looks for a matching rate type is based on the order of fields on the screen:
- Days of the week
- Booking start and end times
- Number of booked hours
- Booked hours range
To add a criteria based rate:
- Click the Add button. The Add Criteria Based Rate screen opens.
- Enter the necessary information:
- Description - Name for the rate.
- Rate Type - Rate type to use for the criteria. Rate types are configured in the Resources screen as class 1 resource types. You must also have the rate type assigned to the price list selected in the Default Event Price List field in the Event Defaults section of the Settings tab. The rate type does act as part of the rate criteria. The software checks to see if a space has the selected Rate Type configured. If so, the software uses the criteria to assign pricing. If the space does not have the rate type assigned, it proceeds to the next criteria.
- Rate per Attendee - If checked, the booking units are set to the value in the Attendee field. This allows you to charge a rate per attendee. Available with hourly and per day/each units of time.
- Sequence - Order for the software to determine which criteria to use for the space pricing. The software starts with the lowest sequence value.
- Sunday/Monday/Tuesday/Wednesday/Thursday/Friday/Saturday - If checked, the rate applies to space bookings for that day. Must check at least one day.
- Booking Start Time Before or Equal To - Space reservations are assigned the rate type if the space reservation has a start time equal to or before the entered time. If set to 12:00 AM and the Booking End Time After or Equal To field is also set to 12:00 AM, these fields are not used as part of the criteria and are ignored.
- Booking End Time After or Equal To - Space reservations are assigned the rate type if the space reservation has an end time equal to or after the entered time. If set to 12:00 AM and the Booking Start Time Before or Equal To field is also set to 12:00 AM, these fields are not used as part of the criteria and are ignored.
- Number of Booked Hours is - Determines if the rate type is used if the number of booked hours is Greater Than, Greater Than or Equal To, Less Than or Less Than or Equal to the value entered into the Booked Hours field.
- Booked Hours - Number of hours for the booking to determine if the criteria is used based on the Number of Booked Hours is selection.
- Range of Booked Hours is Between (Start) - Beginning range for the number of hours for a booking to meet the criteria. For example, bookings that are between 4 and 8 hours long receive a specific rate type. You would enter 4 into this field.
- Range of Booked Hours is Between (End) - Ending range for the number of hours for a booking to meet the criteria. For example, bookings that are between 4 and 8 hours long receive a specific rate type. You would enter 8 into this field.
- Click OK.
Booking Roles Tab
The Booking Roles tab controls which Booking Roles are assigned to the Online Space Booking configuration. When a Booking Role is assigned on this tab, the spaces seen by public-facing users allocated to that Booking Role will be restricted, based on the Space Classes set on the Booking Role. Spaces Classes must also be assigned to the applicable spaces included on the Spaces tab of the OSB configuration.
Booking Roles will also restrict the OSB portals shown in the Account Portal for the public-facing users assigned to those Booking Roles. If an OSB configuration has no Booking Roles assigned, it will be visible in the Account Portal for all public-facing users.
Booking Roles will not restrict users from logging into an OSB portal if they have a direct URL link. For example, if you use an OSB URL link on your website or intranet, Booking Roles will have no impact on who can access or log in to the OSB portal via this link.
My Events Tab
The My Events tab controls if the My Events page is available within the online space booking configuration and which events display.
- Show My Events Page - If checked, the My Events page is available in online space booking.
- Show Event Days Out Start - Events with start dates from the entered number of days (from today's date) show on the My Events page.
- Show Event Days Out End - Events with end dates from the entered number of days (from today's date) show on the My Events page.
- Search Days Out Start - Number of days from today's date for the default search range in the My Events page.
- Search Days Out End - Number of days from today's date for the default search range in the My Events page.
- Show Events Up To Status - Events with status up to and including the selected status display in the My Events page. An event status is required in this field to allow users to access their events in My Events.
- Allow Booking Cancellation - If checked, public-facing users can cancel individual bookings within an existing event. Booking cancellations are not available for a booking if the:
- Event end date is in the past.
- Booking order is invoiced.
- Event is cancelled or archived.
- Booking was created with a different online space booking configuration than the one used to cancel.
- Booking was created in back-office.
- Booking Cancellation Days Out - Number of days before the event start date a public-facing user can cancel a space booking. If within the number of days out from event start date, the public-facing user cannot cancel a space booking. For example, enter a 7 into this field to prevent public-facing users from cancelling space bookings within 7 days of the event start date.
- Booking Cancellation Up To Status - Bookings with statuses below the selected status are available for cancellation. Public-facing users cannot cancel bookings at or above the selected status.
- Cancelled Booking Status - Status assigned to bookings cancelled by public-facing users. Only Lost and Cancelled statuses are available for selection.
- Allow Request to Cancel Event - If checked, public-facing users can request to cancel events from the My Events page. The status for the event is not automatically updated to Cancelled. The event displays in the Event Cancellation Requests screen so you can determine to cancel the event or not. See Event Cancellation Requests for more information.
- Request to Cancel Event Days Out - Number of days before the event start date a public-facing user can request a cancellation. If within the number of days out from event start date, the public-facing user cannot request a cancellation. For example, enter a 7 into this field to prevent public-facing users from requesting event cancellations within 7 days of the event start date.
- Request to Cancel Event – Note Class - Note class for the note public-facing users must enter when requesting to cancel an event.
- Allow Changes to Existing Events - If checked, public-facing users can add new bookings, order items or services and make payments for existing events.
- Allow Adding to Existing Events
- Checkbox
- When checked, users will be able to add new bookings to existing events and add new orders/items to existing events.
- Checkbox
- Allow Editing Event Details
- Checkbox
- If checked, users will be able to update event fields, UDFs and notes on Event Details page(s) for existing events.
- Behaviors
- New button is accessible from OSB View Event page if the new configuration column (Allow editing event details) is checked, and the event is otherwise valid for edits.
- Otherwise valid means not cancelled, was created in the same config, not cancel requested.
- When the button is clicked, a server request is made to load the details. A spinner is shown, and user is taken to Event Details page 1 of that config.
- File Uploads are still a one-way upload - there is NO VIEWING or EDITING of existing documents.
- Notes load with the value of the EARLIEST ENTERED note on that event with that class (and type = event note).
- Terms and conditions DO NOT SAVE DATA and thus users will have to click through these again, even if they were answered before.
- On the last detail page, there is a new "Submit" button used to commit the save. Upon success, users are returned to the View Event page and a success toast message will show.
- Changes to event details will not persist if the user abandons the process midway through.
- Clicking "Submit" on the final event detail page when editing an existing event detail is the ONLY WAY to save changes to an events detail in OSB. Modifying values, then navigating out and saving a new space will NOT save any modified values.
- New button is accessible from OSB View Event page if the new configuration column (Allow editing event details) is checked, and the event is otherwise valid for edits.
- Behaviors
- If checked, users will be able to update event fields, UDFs and notes on Event Details page(s) for existing events.
- Checkbox
Languages Tab
Use the Languages tab to configure multiple languages for the online space booking configuration. See Online Space Bookings Configurations in Multiple Languages for more information.
Copy an Online Space Booking Configuration
If you have an additional configuration you need to create that is similar to an existing one, you can copy the existing configuration.
- Click the Online Space Booking Configurations link from the Main Menu. The Online Space Booking Configurations screen opens.
- Select the configuration to copy.
- Right-click and select Copy Configuration. The Copy Online Space Booking Configuration screen opens.
- Enter the name for the new configuration into the Description field.
- Click OK. A new configuration is created with the configuration settings from the configuration you copied.
Retire an Online Space Booking Configuration
If you no longer use an online space booking configuration but want to keep record of it, you can retire it. When you retire a configuration, it is no longer available for selection in drop-downs.
To retire a configuration:
- Click the Online Space Booking Configurations link from the Main Menu. The Online Space Booking Configurations screen opens.
- Select the configuration to retire.
- Right-click and select Edit. The Edit Online Space Booking Configuration screen opens.
- Check the Retire check box. You may need to add this field to your layout if it is not available.
- Click OK.
Delete an Online Space Booking Configuration
If you no longer use an online space booking configuration and don't want to keep a record of it, you can delete it. To delete a configuration:
- Click the Online Space Booking Configurations link from the Main Menu. The Online Space Booking Configurations screen opens.
- Select the configuration to delete.
- Right-click and select Mark for Delete.
- Click the Save button. You receive a message confirming you want to delete the configuration.
- Click Continue.
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