Add Booking Details

Booking details, also called categories, define the services and resources associated with a booking. Booking detail items, also called resources, are the individual items that you add, such as coffee, sandwiches, or projectors. A booking detail can also include a service order. If the booking template supports services such as catering, audiovisual equipment, or housekeeping, the booking details pages display the related fields.

Add services, equipment, and other resources

1. Select the event.
2. Add services, equipment, or other resources.
3. Save your changes and send notifications.
4. If approval is required, follow up on the service order request.
5. Open the reservation.
6. In the Navigator, select the booking to which you want to add services, equipment, or other resources.
7. Select Tools > Wizards > Add booking details.

   Your administrator might use a different label for this option. If the option does not appear, this booking type does not support services.

Add a service order

1. In the Add booking details page, select a service or equipment category.

   The fields in the right pane change based on your selection.

2. Complete the fields in the right pane, and then select Next.

   Desktop Client Web guides you through the information required to complete the service order. The tabs and fields that appear depend on how your organization configures the service.

3. If the service includes items, add the required items to the order.

   For example, a catering order can include menu items and serving quantities. Equipment orders can include equipment items or personnel resources.

4. To add notes or additional information for an item, select the item and then select Edit.
5. Select OK to save your changes.
6. If cost fields appear and you have the required permissions, update the pricing information as needed.
7. After you finish adding items, select Next.
8. Select the booking or bookings for which you want to add the service order.
9. Select Finish.
10. On the confirmation dialog:
    • Select Yes to add another service order.
    • Select No to finalize the service order.

The new service order appears in the Navigator. If the service order requires approval, the request status appears in the State column.

Manage service order items

To view and manage the resources associated with a service order, select the service order in the lower-right pane and then select Items.

Use the buttons on the right to add or modify items.

• To add items in the current service category, select New.
• Complete the required fields.
• Select OK to save the item.

View booking detail information

When you expand a service order in the left pane, the information in the upper-right and lower-right panes updates to display details for that service order.

The upper-right pane displays the following tabs:

Tab	Description
User defined fields	Displays custom fields that store additional booking detail information. Your EMS administrator configures the available fields and values.
Reminders	Displays reminders associated with the selected booking detail.
Comments	Displays comments associated with the selected booking detail.
History	Displays the change history for the booking detail, including the date, user ID, modified field, previous value, and updated value.

The lower-right pane displays the service order items associated with the selected booking detail.

• A green check mark identifies items that belong to the booking.
• If an item belongs to a package, the package and each included item display a green check mark.
• A red X identifies booking details or booking detail items that you removed from the booking.

View booking detail item information

When you select a booking detail item in the Navigator, the right pane displays the following tabs:

Tab	Description
Properties	Displays information for the selected item.
Selections	Displays selections associated with the booking detail item, when applicable.
History	Displays the change history for the selected item.