Select Process Templates in EMS for M365

In EMS for M365, the reservation workflow uses the Process Template Selector. Process templates help ensure that EMS applies the correct business rules, booking policies, and workflows when you create a reservation.

The Process Template Selector lets you browse available templates, search for specific templates, view template-specific business rules, and select the appropriate template for your reservation.

Select a process template

In Outlook, create a meeting or open an existing meeting.
Open the EMS for Outlook add-in.
Review the available process templates.

EMS lists templates according to the configured menu sequence, then in alphanumeric order.
To find a specific template, enter at least three characters from the template name in the search box.

The list updates to show matching template names.
To review the business rules for a template, select the Information icon next to the template.

The information panel shows the business rules, booking requirements, cancellation policies, and required fields configured for the template.
Select the process template that you want to use.
Continue with your reservation.

After you select a process template, EMS applies its configuration to the reservation, including available rooms, booking policies, services, required fields, and other reservation options.

What the process template affects

The process template determines:
Booking rules and policies
Available rooms
Reservation fields and required questions
Available services and reservation options
Filters and values available during the reservation process

Choose the right process template

Choose the template that best matches your meeting.
Select the Information icon to review the template's business rules before you select it.
If your organization has many templates, search for at least three characters from the template name.
The available filters and options can change based on the process template you select.