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This ensures that booking information is visible only to those authorized to view it, maintaining privacy and control over room reservations.
Booking a Direct Reservation
To make the booking process seamless, we recommend adding the CG Room Reservation module to the left-side menu of your homepage. You can do this using the drag-and-drop widget in your Mobile Hub Builder. This ensures users can easily access the room schedule and make reservations.
To create a direct booking, users can navigate to the room schedule, select an open space for the desired day and time, and fill in the reservation details. Once completed, they can click Book Space:
Without Approval Process: If the space does not require approval, the reservation is automatically confirmed.
With Approval Process: If approval is required, the user will be directed to a supplemental form with additional questions. Once submitted, the reservation status will be marked as Pending until reviewed and decided upon.
This streamlined process allows users to reserve spaces efficiently while ensuring necessary approvals are managed appropriately.
Setting Up an Approval Process for Room Reservations
To set up an approval process for room reservations, follow these steps:
Navigate to Admin > Settings > Approval Process > Create Process > Room Reservation Approval.
Configure the approval process:
Activate Approval: Enable the approval process by setting it to "Yes."
Supplemental Form: Choose the form that users must complete as part of the approval process. If the form hasn’t been created yet, you’ll need to create it within a group first. Once the form is ready, return to this screen to connect it to the approval process.
Approval Required For Direct Booking Of: Specify the rooms or spaces this approval process applies to. You can select by Room Type, Building, Floor, individual spaces, or a combination of these options.
Click Save to finalize the setup.
With the approval process in place, any direct booking requests for the specified spaces will require review and approval before confirmation.