Problem / Question
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What’s changed in the new Matrix Booking?
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What functionality has been altered in the redesigned system?
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Have any features moved to different places?
Solution / Answer
Below are the actions, features, and functionality that have changed or been moved in the redesigned Matrix Booking:
Resource search in New bookings screen
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Last selection is remembered and will override default location going forward.
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Building or site details displayed to the right of the search form.
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Time picker dropdown in 30-minute increments or manually type a specific time.
Viewing resource search results
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All search criteria are displayed at the top of the screen. Each one can be changed and the search rerun.
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Schedule view displays one day at a time. Time displayed horizontally at the top and resources displayed vertically on the side.
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List view on the New booking screen shows images of resources and facilities (if added).
Making a booking
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Duration displayed in the Booking end time dropdown.
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Attendees: number of attendees and attendees named are included on the main booking tab rather than a separate tab. Single search for both internal and external attendees.
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Mandatory fields marked with red *
Managing bookings
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Accessed from the Bookings screen in the navigation bar. Use My bookings and All bookings tabs to manage bookings.
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For standard users, this screen defaults to My bookings.
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For location managers and above, this screen defaults to All bookings.
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The Calendar view in My bookings shows a week. All other tabs in the Schedule view show a single day.
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Select the vertical three-dots icon to open the more options menu, to select available actions: Edit, Cancel, End early, Approve, and Reject.
Reports (now under Bookings screen)
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Tentative Bookings, Cancellations, and Orphaned Bookings are now called Awaiting approval, Cancelled, and Orphaned, respectively. They can be found as tabs in the Bookings screen.
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For reporting purposes, All bookings, Awaiting approval, Cancelled, and Orphaned can also be found in Matrix Booking Insight.
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Booking summary, Resource utilisation, and Visitors summary have moved to Matrix Booking Insight.
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The Calendar view in My bookings shows a week. All other tabs in the Schedule view show a single day.
Visitors
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The Visitors list has moved to the Visitors screen in the navigation bar.
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The date filter is no longer a dropdown with all the options. Instead, it’s a single date picker.
Miscellaneous features
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If the banner above the navigation bar is dismissed, it stays dismissed for the duration of the session. It will reappear when a new session is started (log out and log back in).
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User preferences can be accessed from the username icon dropdown in the navigation bar, with separate pages that cover: user information, preferences, email notifications (LM+ only), book on behalf.
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Help content is accessed via the ? Help button in the navigation bar.
Find out more about what isn’t supported in the new Matrix Booking