What we need to build your organisation or new location
To build your organisation or new locations accurately and identify the business rules associated with each location, Matrix Booking uses a template-driven delivery method. We capture organisational data in a managed format so that we can action customer requirements quickly:
To ensure we complete your implementation by your specified “Go live” date, we’ll only accept final versions of templates. Any amendments to the final version will have an impact on the project time lines, the cost of implementation, and will need to be approved by your Account Manager before it can progress.
If you need any assistance or additional information regarding the templates, your Implementation Manager will be available to support you at every stage of the process.
Gathering your information
Resources and locations template
Resources and locations template – consider this your starting point.
This template is designed to easily capture the structure of your organisation or any new location you’re adding to your instance of Matrix Booking. Guidance on how to fill in the template is available on the first tab.
Business rules template
Business rules template – this template is designed to capture your organisations business rules.
There are many settings to consider. The template outlines the most common configurations options. However, not all the options may be applicable to your organisation.
To explore additional options, see our Administrator's Guide. If you wish to implement any of these options, contact your Implementation Manager to discuss.
Business rules template (tenant onboarding version)
Business rules template (tenant onboarding version) – this template is designed to capture the business rules associated with onboarding you as a new tenant organisation.
To explore additional options, see our Administrator's Guide. If you wish to implement any of these options, contact your Implementation Manager to discuss.
Add your users to the system
User upload template – once your organisation has been set up, we can import your users to pre-register them onto the system, to do this please fill in the above template and return it to your Implementation Manager.
We need this information at this stage to create users in order for them to be added to any user groups.
If you’re connecting your internal directory to Matrix Booking, your Implementation Manager will discuss this with you during the integration phase.
Associated hardware
If hardware or software to load onto existing hardware is included in your onboarding package, you’ll find all the information including the templates on the Associated hardware page.
Brand your organisation with your own logo
You’re able to customise your instance of Matrix Booking by adding your company logo to the:
web app
mobile app
Signage app
Matrix Booking generated emails
and more