Add Services, Equipment, and Resources to a Meeting

1. Open the reservation. 
   Learn about Booking Details and Items Overview for details.
2. Focus the Navigator on the booking within that reservation for which you want to add services, equipment, etc. and click Tools, then select Add Booking Details Wizard (your Administrator might have relabeled this option. If it does appear, services are not allowed for this type of booking). 
   

3. To add a Service order, in the Add Booking Details window, select a category of service or equipment you want to add.

   The fields on the right pane change depending on your selection. 

4. After you complete the fields in the right pane, click Next.

   EMS Desktop Client advances you through the information you must enter to complete the service order. Tabs and fields that display to you vary depending on how the type of service is configured for your organization.

5. To add notes and other details to each menu item, select it and click the Edit.

6. To save, click OK.

If a cost is associated with an item, cost related fields appear. If you are authorized, you can change them (for example, to apply a discount)

Learn more about Apply or Update Pricing Plans.

7. After you select items for the service order, click Next.
8. Select the bookings to which you want to apply the service order.
9. Click Finish.
10. On the confirmation message, do one of the following:
    • Yes to add more service orders
    • No to finalize the service order.

    If the service order requires an approval workflow, the state of the request shows in the State column.

To view and work with the items (resources) requested for a service order, select it in the lower right pane above and then click Items.

Click the buttons on the right to add or change items in the list. Click New to add more items within this category of service. This example shows catering fields. When you have completed all required information, click OK to finalize the new item.

Once a service order has been added to a booking and you click to expand the order in the left pane, information in both the upper and lower right pane changes to show detail about that specific service order. The following four tabs show in the Navigator in the upper right pane:

• User Defined Fields – Displays the additional fields that store custom data for the booking detail. Your EMS administrator configures the types of fields that are available as well as the allowed values for these fields. See Working with User Defined Fields in the Navigator.
• Reminders – Displays reminders that were created for the selected booking detail.
• Comments – Displays comments that were made for the selected booking detail.
• See Working with Comments and Reminders in the Navigator.
• History – Displays the history for the booking detailing the date that a change was made to the detail, the ID of the user who made the change, the field that was changed, and the old and new field values.

Also, service order items for the selected booking detail show in the Items pane in the lower right pane. A green check mark appears in front of each individual item that has been added to a booking. If the item is a package, then a green check mark displays in front of the package and also in front of each individual item in the package. A red X displays in front of any booking detail and/or booking detail item that has been deleted from a booking. 

If you click on a booking details item in the left pane of the Navigator, then the entire right pane of the Navigator is refreshed with three tabs:

• Properties – displays for the selected item.
• Selections – displays the selections for the booking detail item (if applicable).
• History – details the history of the item.