How to set approvers for a room?

Other similar questions covered by this FAQ:

How do I make a room need approval?
How do I make someone be a room approver?
How do I get notifications / emails that a room needs approving?
Where can I see all the room or desk requests that I need to approve?

There are three steps to making a room require approval.

1. Firstly you need to change a setting on the room / desk to make it require approval.

2. Then you need to ensure that someone is set as an ‘approver’ or as we call them “Location Manager.”

3. Finally the Location Manager may then also want to set up notifications so they are emailed when a room needs to be approved.

To make the room require approval:

1. Click on ADMIN, and then location and resources view. Locate the room and click the icon on the right hand side to edit the room, click on settings and then scroll to room requires approval.

2. tick the box and remember to click SAVE.

The room now will need to be approved when booked.

To define someone as the Location Manager for this room (so they can approve bookings):

1. Click on ADMIN, and then Location Managers, then in the first box type the name of the room they need to be approver for and select it when it appears in the drop down list..

2. In the field to the right of this begin to type the person that will approve that room, once their name appears click their name and on the right click ADD

3. If you want more than one person to be able to approve the room simply type someone elses name in the same box, select them when they appear and click ADD again.

These listed people are now ‘approvers’ of any bookings for those rooms.

At any time if they wish to go in and approve bookings or go in and see if any bookings need approving they can simply click on REPORTS at the very top right, and then on the left there is a link called ‘TENTATIVE BOOKINGS’ - this will show all bookings that need approval (or rejection).

If the Location Manager / approver wishes to be notified via email whenever someone requests the room to be booked/approved then they can do this themselves. After you have made them a Location Manager then they need do the following:

1. Go in to their profile by clicking their own name at the very top of the screen in the black bar. This opens the profile page

2. Here they select EMAIL NOTIFICATIONS on the left hand side.

3. In the location field simply begin typing the name of the room they approve and select it when it appears.

4. In the next field then select the type of notification they would like

5. Then click ADD

The person will then be notified by email of any bookings in that room and then they can approve from the email of can manually go in and look at the booking as normal.