Overview
Setting up your essential inventory—resources and floor plans—is a critical step for getting your members portal ready for bookings. Resources are the bookable items in your location (desks, meeting rooms, parking spaces, etc.), and floor plans help members visualize and select specific locations within those resources. This quick start guide points you to the detailed configuration pages. For complete information on setting up each element, see the full documentation linked in each section.You’ll need administrator access to configure resources and floor plans. If you don’t have the required permissions, contact your location administrator.
Prerequisites
- Administrator account with access to bookings and resources settings
- Your location configured with name, address, and opening hours
- Understanding of what physical spaces and resources your location offers
- Information about resource types (desks, meeting rooms, parking, etc.)
Set up Your Resources
Resources are the core of your bookable inventory. They represent everything members can reserve—from dedicated desks to meeting rooms to parking spaces.What You’ll Configure
When setting up resources, you’ll define:- Resource names and types: Desks, meeting rooms, parking spaces, etc.
- Capacity and features: How many people can use the resource, what amenities it has
- Pricing: How much to charge for bookings (or if it’s free)
- Availability: When the resource can be booked
- Images and descriptions: Visual and textual information about the resource
Getting Started with Resources
Visit the Resources configuration page for complete step-by-step instructions on:- Creating new resources
- Assigning resources to categories
- Setting up resource pricing
- Configuring availability rules
- Adding images and descriptions
Set up Your Floor Plans
Floor plans are optional but highly recommended. They provide a visual map of your location showing where specific resources (like desks) are located. Members can view your floor plan and click on a desk to book it directly.Why Use Floor Plans?
Floor plans help members:- Visualize your space: See the layout of your location
- Choose specific locations: Select a desk or space based on preference or proximity
- Understand capacity: See how many spaces are available in each area
- Plan their visits: Know exactly where they’ll be working
What You’ll Configure
When setting up floor plans, you’ll define:- Floor plan image or map: Upload a visual representation of your space
- Floor levels: If your location has multiple floors (ground floor, first floor, etc.)
- Resource placement: Assign specific resources to locations on the plan
- Interactive elements: Make resources clickable for booking
Getting Started with Floor Plans
Visit the Floor Plans configuration page for complete step-by-step instructions on:- Uploading floor plan images
- Creating multiple floor levels
- Positioning resources on the plan
- Testing the interactive floor plan
- Publishing your floor plan
Implementation Order
Follow this sequence to set up your inventory efficiently:Create Basic Resources First
Visit Resources and create at least one resource (e.g., “Hot Desk”, “Meeting Room A”).This enables basic booking functionality even without floor plans.
Add Resource Details
Complete resource details including:
- Resource type and capacity
- Pricing (or mark as free)
- Availability rules
- Images and descriptions
Create Floor Plans (Optional)
Visit Floor Plans to create visual representations of your space.This step is optional but recommended for better member experience.
Link Resources to Floor Plans
Assign your resources to specific locations on the floor plan.Members can then click on desks or rooms to book them directly.