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Desk Booking Setup Guide
Desk Booking Setup Guide

Learn how to import desks, set up user groups, create neighborhoods and configure your floor plan

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Written by Support
Updated over a year ago

Setting Up Desk Booking

  1. Import desks. Upload a spreadsheet of desks, desk feature tags, and neighborhoods to map desks on your floor plan

    1. How do I import desks?

    2. What are desk feature tags?

  2. Set up user groups. Organize your team into user groups that are then assigned to neighborhoods to help foster collaboration and manage team schedules.

    1. What are user groups and how do I set them up?

  3. Assign user groups to neighborhoods and create team schedules. Use neighborhoods to organize groups of reservable desks in your office space by team or function.

    1. How do I set up neighborhoods?

    2. How do I manage scheduling constraints for each neighborhood?

  4. Configure a floor plan. Upload your floor plan to help employees visualize the space when selecting a desk and to manage space allocation.

    1. How do I configure a floor plan?

    2. How do I assign a permanent desk?

    3. How do I block a desk?

  5. Assign Desk Booking Admins

    1. You have two Admin roles for Desk Booking. A Desk Booking Admin has full access to the product, including managing all settings. A Limited Desk Booking Admin can make reservations on the behalf of other users and see All Reservations, but cannot manage Desk Booking settings.

    2. Learn more about User Roles

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