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This article provides instructions for employees to reserve and manage workspace reservations, such as office spaces, meeting rooms, and hot desks via the Employee View on web browsers, or from the Appspace Mobile App on mobile devices.

 

Important

The Employee View is only available on Appspace public/private cloud 8.0 and later. It is not supported on 8.0 on-prem.

 

See part 2 of this article here.

 

 

What's New

Features released in Appspace 8.7 Cygnus

Appspace introduces the Smart Space Suggestions feature to for workplace reservations. This advanced functionality provides intelligent recommendations for scheduling meetings, allocation of workspaces, organizing collaborative sessions, and planning events.
With adaptive algorithms and insightful suggestions, Smart Space Suggestions anticipates employee preferences and provides:

  • Time suggestions for reservations.
  • Suggestions of available alternate workspace resources.
  • Quick Reserve Now option for previously booked workspace resources.
  • Notifications when a favorite colleague is in the office.

 

Important

 

Prerequisites

 


 

 

 

Reserve Workspace

  1. Log in to the Employee View with your Appspace Premium User credentials.
  2. Click Places from the menu, and click the Workspaces tab.
  3. Select the Date, Time, and Duration of the workspace you wish to reserve from the respective drop-down menus.
  4. Select a building or type a building name in the Building drop-down menu.  If the building is not listed, enter the Geo or Campus location (ex: APAC or London), and based upon what has been entered, display a list of building names in the drop-down that is associated with that Geo or Campus location.Alternatively, you may also select from a list of recently reserved buildings, or select a workspace or room from the Recently Reserved Spaces or Recently Reserved Rooms sections below the building list. These lists will not exist if this is your first time in the Employee View.
  5. After you have selected the building, you may choose a workplace using one of the following options. Only resources that you have permissions to are displayed.(New) Alternatively you may select a zone for the reservation. Zones are specific areas within a building or floor that contain a group of resources (such as rooms and workplaces). Selecting a zone when making a reservation will automatically allocate a resource within that zone to employees, based on availability and the number of attendees. This removes the need to manually select a specific resource.

    Important

    • You can only select one zone for a reservation.
    • Currently, multi-resource reservations are not supported when a zone is selected.

     

     

    • (New) Select a workplace under SuggestionsSuggestions displays up to three suggested workspaces based on the selected reservation date, time, and duration, and availability within the resource’s rules and office hours. This option is not shown if Duration is set to All Day or Office Hours.
    • Select a workplace or zone under All Resources.
    • Click View Map for a map layout to view and select available workspaces and zones. To explore a specific zone, click on it to zoom in for a detailed view of its resources. If the zone is reservable, the Reserve option will appear in the right-hand sidebar.
    • Search for the desired workspace or zone.
    • Click Filters to refine your search for your desired workspace or zone, based on the following:
      • Floor

        Note

        All inactive floors and corresponding inactive resources are hidden from being displayed and listed in the Map view on the Employee View, if the Administrator has set the floor resource Status to Inactive.

         

      • Zone

         

        Note

        There are a few limitations when filtering zones in map view:

         

        • When a zone from a different floor is selected from the drop-down menu, the map does not automatically switch to the respective floor, and must be done manually.
        • When a floor is selected, only the zones from that floor are listed in the drop-down menu to be selected. Users will not be able to search for zones within other floors.

         

         

      • Workspace Type and Sub-type
      • Reservation Status
      • Workspace Capacity
      • Amenities
      • Show Colleagues 

        Note

        The Show Colleagues field allows you to identify your fellow colleagues and their reserved workspaces, in both list and map views. This feature is OFF by default and can be toggled to ON.

        However, colleagues will remain hidden if their workspace reservation is set to private, unless you are the host or an attendee of the meeting.

        In Map View, you may also search and locate workspaces reserved by your colleagues by entering their user name in the search field, the Date for the reservation, and Time (for Duration, select All Day to search the entire day). The search feature has been enhanced to display colleagues who have reserved workspaces on different floors within the same building.

         

         

      • Recurring ReservationsEnable this option if the reservation would occur periodically. The following settings can be configured:
        • Enter the number of times the reservation occurs in the Repeats every field and drop-down menu:
          • Day – The reservation occurs every set number of days.
          • Week – The reservation occurs every set number of weeks.
            • In the Repeats on drop-down menu, you may select if the reservation is repeated on the day of each week. For example:
              • Reservation is repeated every Monday, Wednesday, and Friday of each week.
          • Month – The reservation occurs every set number of months.
            • In the Repeats on drop-down menu, you may select if the reservation is repeated on the date, or day of each month. For example:
              • Day 6 – 6th of each month.
              • The first Sunday of each month.
          • Year – The reservation occurs every set number of years.
            • In the Repeats on drop-down menu, you may select if the reservation is repeated on the date, or day of each year. For example:
              • 6 June – 6th of June each year.
              • The first Sunday of June each year.
        • Select when the reservation Ends:
          • Never – The recurring reservation never ends.

             

            Note

            When set to Never Ends, the maximum recurring reservations will be determined by the reservations provider:

             

            • Appspace Provider: Maximum of 730 meeting instances, or meeting instances until the year 2100, whichever comes first.

             

             

          • After – The recurring reservation ends after the set number of occurrences.
          • On – the recurring reservation ends after the set date
  6. Click on the desired workspace or zone and click the Reserve button. If you choose a workspace, you can also view any restrictions that apply to it here.

    Note

    If the selected resource requires approval during the reservation process, a note will display that the resource requires approval to be reserved.

 

 

 

 

  • If you are adding more than one resource workspace for the reservation (known as a multi-resource reservation), perform the following steps:

Important

  • Recurring multi-resource reservations can only support resources from one calendar provider. Multiple providers are not supported.
  • (New) Mixed-resource reservations are now supported, where a reservation contains resources from Appspace and resources from one external calendar provider (such as Office 365 or Google Calendar). However these only support non-recurring (single) reservations. Reservations with resources from different external providers are not supported.
  • Once a mixed-resource reservation is created, you cannot transition from a reservation with resources from multiple providers (Appspace resources and resources from one external calendar provider) to a reservation with just Appspace resources. A minimum of one resource from the external calendar provider needs to remain in the reservation. You can add other resources from the same external calendar, but the last resource of the original batch cannot be removed.
  • Currently, the following edits to multi-resource reservations can be performed:
    • Modify a mixed-resource reservation to only have resources from a single external calendar provider.
    • Add resources from an external provider to a reservation with only Appspace resources.
    • Add Appspace resources to a reservation with resources from a single external provider resource (Google or Microsoft).
  • Once a multi-resource reservation is created with resources from an external calendar provider (such as Office 365 or Google Calendar), the first resource (known as the organizer room) cannot be removed when editing the reservation.

 

  • Click Add Another.
  • You can select or search the BuildingWorkspace Type, or Amenities from the drop-down menus to filter the desired results.
  • You can also search for the desired resource workspace by entering the resource name in the Search workspaces field.
  • Click the Settings icon to select additional filters such as the Status (Available or Unavailable) and Capacity (the number of attendees that the resource can accommodate) of the workspace resource.
  • After you have found the desired workspace resource, select it. You may select more than one workspace from the list. Click Add.
    • If you wish to add more resource workspaces that are not listed (e.g. because your resource does not meet the current search or filter criteria or is in a different building), click Add Another again, then repeat the steps from the beginning of this list. You may add up to 50 resources per reservation.
    • Click Add.

 

  • You may also select a connected resource for a reservation. Connected resources are a grouping of two or more resources (such as rooms, spaces, or POIs) that allow users to reserve multiple resources as a single, unified area. This functionality is used for accommodating larger numbers of attendees, such as by merging two or more rooms or spaces.

     

    Note

    To view and select connected resources if they are available in the location, perform the following steps:

    • Connected resources first need to be created and configured by an administrator. Please refer to this article.
    • Connected resources are indicated by a symbol. Move your mouse over the symbol to view the resources linked to the connected resource

     

     

     

     

     

     

     

To view and select connected resources if they are available in the location, perform the following steps:

  1. Click Find resource or Add Another if you have not already done so.
  2. In the Resource Finder, click Workspace type and select Connected Resources.
  3. Select a Connected resource from the result. Click Add.
  4. When viewing the reservation list or details, a symbol will indicate that your reservation is for a connected resource. Move your mouse over the symbol to view the resources linked to it.
  • Alternatively, you can select a zone for the reservation. Zones are specific areas within a building or floor that contain a group of resources (such as rooms and workplaces). Selecting a zone when making a reservation will automatically allocate a resource within that zone to employees, based on availability and the number of attendees. This removes the need to manually select a specific resource.

     

    Important

    • You can only select one zone for a reservation.
    • Currently, multi-resource reservations are not supported when a zone is selected.

     

     

    • Click Add.
  1. In the Create Reservation side panel, configure the following fields:

 

  • Enter the Reservation Name in the text field. The organizer’s name is used by default if the field is left empty.
  • (New) Time Suggestions displays up to four suggested time slots, based on the currently selected reservation date, time, and duration, and resource availability. You may select a time slot, or manually set the reservation date and time in the next step.
  • Select the Date of the reservation from the drop-down calendar, and the Time from the drop-down menu.
    Select the Duration from the drop-down menu (from 30 minutes to 1 – 12 hours).
  • Select More Options to view and set the All DayTime Zone, and Recurring Reservation options:
    • Select the All Day option to set the reservation for the entire day. 
    • You can switch to a different Time Zone from the drop-down menu, in case the reservation is for someone else.
    • Enable the Recurring Reservation option if the reservation would occur periodically. The following settings can be configured:

       

      • Enter the number of times the reservation occurs in the Repeats every field and drop-down menu:
        • Day – The reservation occurs every set number of days.
        • Week – The reservation occurs every set number of weeks.
          • In the Repeats on drop-down menu, you may select if the reservation is repeated on the day of each week. For example:
            • Reservation is repeated every Monday, Wednesday, and Friday of each week.
        • Month – The reservation occurs every set number of months.
          • In the Repeats on drop-down menu, you may select if the reservation is repeated on the date, or day of each month. For example:
            • Day 6 – 6th of each month.
            • The first Sunday of each month.
        • Year – The reservation occurs every set number of years.
          • In the Repeats on drop-down menu, you may select if the reservation is repeated on the date, or day of each year. For example:
            • 6 June – 6th of June each year.
            • The first Sunday of June each year.
      • Select when the reservation Ends:
        • Never – The recurring reservation never ends.

           

          Note

          When set to Never Ends, the maximum recurring reservations will be determined by the reservations provider:

           

          • Appspace Provider: Maximum of 730 meeting instances, or meeting instances until the year 2100, whichever comes first.

           

           

        • After – The recurring reservation ends after the set number of occurrences.
        • On – the recurring reservation ends after the set date.

           

          Note

          Organizers will still receive a Confirmation email, even though there is a conflicting reservation. Conflicting reservations will be marked with the Conflict status on the Reservations dashboard, and would require the organizer to separately resolve these conflicting reservations manually.

 

  • The Attendees field defaults to your user account, thus if the workspace resource is for someone else, select or enter their user name from the drop-down menu. If the user name is not listed, enter the user’s name in the field to search for it.
  1. Add Attendees of the reservation by entering their user names or email addresses in the field. For each invited attendee, you have the choice to edit and choose the attendance type (In-personVirtual).
    • You may also add additional attendees for the reservation by entering their user names or email addresses in the field.

      Note

      The Add Attendees field will be hidden if the resource capacity has been configured to be equal or less than two (2). If unconfigured or left blank, it would default to zero (0)

       

    • (New) You can also add Visitors to the reservation by entering their email address and selecting an existing visitor from the drop-down list or by clicking the Attendees field and selecting +Add new visitor.
    • After selecting an existing visitor, a window opens, allowing you to choose the Attendance type (VisitorVirtual), Visitor Type, and Visitor Purpose.
    • If you select to Add new visitor, a window opens, allowing you to enter the EmailAttendance type (VisitorVirtual), First NameLast NameVisitor Type, and Visitor Purpose.

       

      Note

      • (New) For the inclusion of visitors in workplace reservations, The Allow visitors in reservations option must be enabled in Reservations > Settings.
      • After the attendees and visitors are entered, the reservations panel will list attendees and visitors, as well as their attendance type.
      • All reservations must have at least one in-person attendee.
      • (New) When a reservation is created with visitors, a visitor invitation will be automatically created with the visitors, which can be viewed in the visitor management module.
      • When an event has checkpoints, only the in-person attendee needs to complete the checkpoints.

       

       

    • If the amount of attendees exceeds the maximum capacity of the selected resource workspace(s), a note stating that the resource is unavailable is displayed and the reservation cannot be confirmed. In this case, you will need to manually rearrange the attendees from the overbooked resource into the other available resources:
      1. Click the ellipsis () icon of the attendee and click Edit.
      2. Select a different workplace resource for the attendee.
      3. If required, add more workplace resources and repeat the process.
  2. Select the services (checkpoint rules) that you wish to apply for the reservation. You can select multiple options. For multi-resource reservations, on-demand services from all resources will be shown. Keep in mind that once the reservation is created, selected checkpoint rules cannot be removed.The checkpoint rule is only applicable to the meeting organizer. Only the meeting organizer will be able to view the Services field and receive notifications from these checkpoints.Service checkpoints are configured when you create checkpoints set as On-demand (services) for the resource
  3. Select a Conferencing software (e.g. Google MeetMicrosoft Teams, or Webex) for the reservation by clicking Add conferencing and selecting an option. A conferencing link will be available to all attendees in the Employee View and in email and messaging notifications.

    Note

    This option cannot be changed after the reservation is created.

     

    • You may add Additional notes or information for the reservation to be seen by attendees. You can also apply basic formatting to your text.
    • (New) Enable the Show as Busy option to set your status as Busy during the reservation, or disable the option to set it as Free. Disabling this option keeps your calendar open for creating additional reservations during the period, even if you’ve already made an all-day reservation for a resource such as a desk or workplace, for example.
    • Optionally, you may make your reservation private, preventing other employees from identifying your reservation via the Show Colleagues option, by toggling the Reservation privacy slider to PRIVATE (which is PUBLIC by default).
  4. Click CONFIRM.

     

    Important

    • If the reservation requires approval, the reservation will be set to pending approval until it is approved by the approver of the resource. During this pending status, the resource will be shown as unavailable for the reserved time slot in the system. Invitees will not be able to see pending reservations or receive any notification of the reservation until the meeting is approved.
    • Once a reservation is approved, it cannot be further edited or changed. The meeting organizer will receive an email confirmation of the approval.

     

     

  5. Optionally, you may be required to complete any checkpoints that may have been configured for the workspace, before being able to proceed with the reservation. For future reservations, you may be requested to return at a later date to complete the checkpoint, this however is all dependant on how the checkpoint has been configured. For Service checkpoints (which will display catering and menu options), refer to the section below.
  6. Once the workspace has been successfully reserved, it would be listed and available in the Reservations tab.

Manage Workspace Reservations

  1. Log in to your Employee View with your Appspace Premium User credentials.
  2. Click the Reservations tab to view all your workspace reservations.

    Important

     

    • Conflicting reservations will be marked with the Conflict status, and would require the organizer to separately resolve these conflicting reservations manually.
    • Reservations set to private will appear as “Workplace Reservation” instead of showing the full name. However, the full name will be visible to the host and meeting attendees.

     

     

  3. Select a reservation to perform the following actions:

 

  • Confirm attendance – Click YesNo, or Maybe to confirm or decline your attendance.
  • Complete Checkpoints – This option is displayed if you have incomplete checkpoints for the reservation. Click to view and complete your checkpoints.
  • View or scan QR Code – View the QR code, or click to enlarge the QR code to scan if needed.
  • View location – View the location of the resource on a map.
  • View Attendees – View the list of attendees for the reservation.
  • Note

    Reservations set to private will display the event’s host name but keep the attendee list hidden. However, the host and meeting attendees can still view the full list of attendees.

     

  • View completed checkpoints – View your completed checkpoints for the reservation. Click the ellipsis next to the checkpoint names to perform the following options:
    • View My Response – View your previous responses for the checkpoint. 
    • (New) View Attendee Responses – View attendee responses to the checkpoints for the reservation.
    • (New) Edit response – Open the checkpoint and edit your responses for the checkpoint.
  • Edit Workspace Reservation – Click the Modify Reservation icon to make the following edits to your reservation, and click CONFIRM once done.
    • Change the Reservation Name.
    • Change the Date, Time, or Duration of the workspace reservation.
    • Enable or disable Recurring Reservations.

      Important

      The Recurring Reservations checkbox may be disabled due to a limitation where once an event is created, it cannot be changed to recurring. We are currently working on a fix for this.

       

    • Add or remove Attendees.

      Note

      Reservations set to private will display the event’s host name but keep the attendee list hidden. However, the host and meeting attendees will still have access to the full list of attendees.

       

    • Add (but not remove) Services (on-demand checkpoints).
    • Edit the workspace reservation Notes.
    • Enable or disable the Show as Busy option.
    • Enable or disable the Reservation privacy of the workspace reservation.
  • Delete Workspace Reservation – Click the Cancel Reservation icon to delete the workspace reservation, and click OK to confirm.
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