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How do I add service data to a reservation?

Written by Grayson Stroup

Updated at June 27th, 2025

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Table of Contents

Troubleshooting Service Notifications Adding Service Data on a Single Resource Reservation Adding Service Data on a Multi-Resource Reservation

If you are missing the service tab in the reservation calendar form check out or article on how to setup a notification list to make sure the notification list is configured correctly.

 

Troubleshooting Service Notifications

If you have created a reservation with a service enabled, but the intended party is not receiving the service notification, please refer to our How can I suppress Service Notification emails? article and ensure your environment and user settings are configured appropriately.

Important Note: Intended parties will receive service notification emails within the configured suppression limit only when the service is newly added to the reservation, when the reservation’s date/time is updated, or when the data within the service itself is updated. Any other updates to the reservation will NOT trigger a service notification email.


Adding Service Data on a Single Resource Reservation

Here are the steps for adding service data to a reservation:

  1. Open the reservation calendar for a resource and either edit an existing reservation or create a new one.
  2. Navigate to the Services tab within the reservation.
  3. All the configured notification lists for the resource will be displayed.
  1. Use the toggle to enable a service, which will reveal all the associated fields for that notification list.

 

  1. Fill out all the fields for the service. Required fields are marked by a red asterisk.
  2. Create/update the reservation.
  3. All users configured to receive service notifications will get an email notification.

💡 Helpful Tip: If you often reuse the same data across multiple reservations, consider creating a service template for easier reuse in the future.


Adding Service Data on a Multi-Resource Reservation

Here are the steps for adding service data to a reservation with multiple resources:

  1. Open the reservation calendar for a resource and either edit an existing reservation or create a new one.
  2. Navigate to the Locations tab within the reservation.
  3. Add all the desired resources.
  1. Now, navigate to the Services tab within the reservation.
  2. All the configured notification lists for each resource will be displayed.
  1. Use the toggle to enable a service, which will reveal all the associated fields for that notification list.
  1. Fill out all the fields for the service. Required fields are marked by a red asterisk.
  2. Optional: If resources share a service, selecting the Apply to other locations option will quickly copy the data from the one resource to all other resources with the same service.
  1. Create/update the reservation.
  2. All users configured to receive each of the enabled service notifications will get an email notification. If the same service is enabled for multiple resources, the notified users will reach individual notifications for each resource.

 

services reservation

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Related Articles

How do I create/apply a Service Template?
Where can I add additional information to the email notification sent to visitors?
How can I suppress Service Notification emails?
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