In this article
Objective
Designed for branches with shared meeting rooms or where there are more advisors than private meeting areas, Meeting Spaces (Room Bookings) ensures staff and clients can be confident that, when visiting the branch, there will be a private space for their appointment.
NOTE: Meeting Spaces (Room Bookings) is an add-on feature. Please connect with your Customer Success Manager to get started.
Steps
Setting up meeting spaces requires adding a meeting space for a location and updating a location’s settings to require meeting spaces as part of the appointment booking process.
Add a meeting space
From the navigation menu, click Meeting Spaces
NOTE: If you cannot access Meeting Spaces when logged in as an admin, contact your Customer Success Manager to enable this add-on feature
Click Add Meeting Space
Enter a name for the meeting space
Select the location that applies to the meeting space
From the Available Services dropdown, select the services that require a meeting space for the appointment
Click Save
The meeting space displays in the list. Click the More Actions (⋮) icon to edit or archive the meeting space.
NOTE: If your organization uses Lobby any specific services associated with will also apply to walk-in appointments, meaning that room availability will be factored into a client/member’s estimated wait time
Include meeting spaces in the booking process for a location
Next, update the location that corresponds to the meeting space to require meeting spaces when scheduling appointments.
NOTE: If the meeting space only applies to specific services, only those services will require a meeting space when scheduling appointments or facilitating walk-ins (if your organization also uses Lobby).
To do this:
From the navigation menu, click Locations
Navigate to the location that requires updating and click the More Actions (⋮) icon
Click Edit
In Preferences, select Meeting Space Required for Appointments at this Location
Click Save
Now, any appointments booked at this location will include a meeting space. Appointment availability will take meeting room availability into account.
NOTE: If your organization uses Lobby this will also apply to walk-in appointments, meaning that room availability will be factored into a client/member’s estimated wait time.
A note on access and visibility
Admin users and managers can add, edit, and archive meeting spaces.