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essensys Platform - Dynamic Booking - View Bookings

How do I view the bookings that have currently been made a my site? | List view |

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If you are a operator team member who is using the Dynamic Booking module, you can view the space bookings at your site using the Calendar list view in the essensys Platform. This view shows you the bookings that are upcoming at the site.

View Bookings

Before you begin

  • You must be using the Dynamic Booking module.

Accessing the Calendar for a Site

  1. In the left-hand menu, click Bookings.

  2. Select the Site you are interested in.

  3. Click the Calendar tab to view the bookings associated with the selected site.
    By default, the calendar view, showing all upcoming bookings, is shown.

The List view (default view) lists the bookings associated with the site. For details, see List View.

Note: Both the List and Timeline views can be filtered to show bookings at different times, by different occupiers, and so on. If you are using approval flows on any of your spaces you can also filter by "pending bookings" that require your action. You can also edit and cancel bookings in both views. You can only book available spaces in the Timeline view.

Filtering the list view

Changing the Date

By default, the List view is filtered to show today's bookings. You can use the drop-down list to change the period of time you want to view bookings for:

Filtering the Bookings

At the upper right, there are widgets for filtering the visible bookings:

  • Use the text search to search for a booking using a booking reference.

  • Click download to download the list of bookings that is currently in the view as a CSV file.

  • Use the Advanced filters to filter by occupier, status (defaulted to "All bookings") and choose whether or not you want to view cancellations.


Calendar Details

List View

The list view shows a filtered list of bookings and booking information.

Field

Description

Booking start time

The time that the booking starts.

Booking duration

The length of the booking.

Booking status

The booking statuses. Can be one of:

  • Completed - the bookings happened in the past.

  • In progress - the bookings are current.

  • Upcoming - the bookings are in the future.

  • Pending Approval - the booking requires approval by the Operator

  • Cancelled - the bookings were cancelled.

Space name

The name of the space that the booking is for.

occupier / occupier user

If the booking is made on behalf of an occupier, an occupier account is selected.

It is also possible to select the specific user who is responsible for the booking.

Booking reference

A reference to identify the booking.

Reject & Approve buttons

If the space requires approval from the Operator and hasn't been actioned yet.

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