Managing Reservation Categories

Admin users can manage the list of reservation categories that can be applied to resource reservations. To configure these categories, follow these steps:

1. Click the gear icon in the upper-right corner of the screen to open the Settings menu.

2. In the Settings menu, click the Reservations tab on the left.
3.  Select Reservation Categories.

Adding New Reservation Categories

1. Click the Add button.

2. In the Add Reservation Category popup, type a category name in.
3. Click on the color box to change the highlight color of the category.
4. Click the Add button to save the new category.

Editing Existing Reservation Categories

1. In the list of categories, select the category that you want to edit.
2. Click the Edit button.

3. Update the category name and/or color as needed.
4. Click the Save button to save the changes.

Removing Reservation Categories

1. In the list of categories, select the category that you want to remove.
2. Click the Remove button.

3. In the confirmation popup, click Remove again to confirm category removal.

Attaching Categories to Reservations

1. From any map widget on your Home Dashboard, click into the floor plan.
2. Select the resource you want to reserve.
3. Click Reservation Calendar.
4. Select an existing reservation or create a new one.
5. In the reservation details, click the Categories field.

6. Select the categories you want to attach to the reservation, then click Set.

7. Click Reserve Seat or Update Reservation to save your changes.