As described in the Booking Overview article, patrons/users can book a room from a couple of places on your Stacks site, either the Availability page or the Room's detail view page. The booking form itself is identical, just the workflow for navigating to the form is slightly different.
From the Room's detail view page
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Navigate to the page by going to: '<yourStacksURL>/rooms'
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Click the <room name>
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Click the Request Booking button
- Complete the booking form (see below)
From the Availability page
- Navigate to the page by going to: '<yourStacksURL>/availability'
- If booking for a future date, adjust the Date (near the top of the page)
- From the table, find the room
- Click the pin icon to move the room to the top of the list for easier access
- Click the green box(es) associated with the time increment(s) being booked
- Click the Book button under the table
- Complete the booking form (see below)
Completing the Booking Form
Complete the booking form, noting field visibility and required fields may vary depending on configuration, but could include:
- First and Last Name
- Phone number
- Check Join with <room> - if this room is joined with another and you wish to book both
- Note: this will create 2 bookings, one for each room
- Check All Day - if you wish to book the room for the entire date
- Note: checking this box will remove the time fields above, as they won't be applicable
- Date/time for the booking, this may auto-populate if booking from the Availability page
- Room Occupants - indicated the number of occupants that will be in the room
- Note: this field is always required, no matter the configuration settings
- Reason for booking room - enter a brief description for the rooms desired use
- Organization Name
- Organization Type
- Library card
- Address
- Check I agree to all Terms & Conditions
- Click Add Booking, to complete the booking
The patron/user will then be taken to a confirmation page indicating their booking has been requested and is awaiting review. From here, they can click the Manage Bookings link to see the booking status and manage the booking, where they can cancel the booking if needed. This can also be accessed from the patron's My Account area.
Note: If a patron/users booking is denied, they cannot resubmit that booking, they will need to create a new one.
Managing a Booking
As discussed earlier, patrons/users can manage their bookings from their My Account area. This allows them they ability to edit the details associated with their booking or even canceling the booking as well.
To edit or cancel the details of a booking:
- From their My Account area, click Manage Bookings in the My Bookings area of the page
- From the list of bookings, click Manage, to the right of the booking
- Edit the details as needed; OR
- Click Cancel Booking
- Alternately, from the bookings list in step 2, click the 3-dots icon beside the Mange button, then click Cancel Booking
- Also from here there is an option to Contact Library, clicking this will open an email window where the user/patron can send an email to the address configured for the library
- Alternately, from the bookings list in step 2, click the 3-dots icon beside the Mange button, then click Cancel Booking