Reserve Rooms and Manage Resources

The EMS for Outlook Microsoft M365 add-in provides a sidebar to help you find and book available rooms efficiently.

Use Outlook to reserve a room, add services, and manage resources in the cart.

Reserve a room in Outlook

1. Create a new meeting in Outlook.

2. Open the EMS for Outlook add-in from the meeting toolbar.

   A window opens showing the process template at the top.

3. Optional: Select a different process template.

   To review business rules before making a selection, select the information icon next to a process template.

4. To add a room, select Book, then select Next.
5. Select a setup type and enter the expected attendance.
6. Enter required details, then select Next.
7. Review the reservation summary, then select Book.

EMS saves the reservation and applies it to all selected dates.

Add services to a reservation

1. Select Next to open the Services screen.
2. Select Add services to view available services for the room.
3. Add services to the cart.
4. Review your selections and select Check Out.
5. Enter start time, end time, service type, and any additional details.
6. Select Add to reservation.

You can add additional services or select Next to continue.

Update or remove resources

To change resource details, select Edit, then select Save.

To delete a resource from the cart, select Remove.

To remove an entire room card from the reservation, select the trash icon.