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You need permission to create location bookings. Only rooms marked as bookable appear in the room list.

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Create a booking

1

Open location bookings

In the sidebar, under Modules, click Location Booking, then click Bookings.
2

Start a new booking

Click New Booking. The Book a Room panel opens with today’s date and the next available start time filled in. In the Calendar view, it uses the day you’re looking at instead, unless that day is in the past. If your location filter or room search narrows the rooms to one, that room is already selected.You can also start from the calendar:
  • In the Calendar view, choose Day, then drag across a free time slot for a room.
  • In the Locations view, click a room to open its weekly calendar, then drag across the slot you want.
3

Choose the room and time

Under Select Room, search for and select a room. Then set the Date, Start Time, and End Time.The Availability preview shows your slot against the room’s existing bookings:
  • Available — the slot is free.
  • Conflict — the slot overlaps an approved booking. You can’t book it.
  • Overlaps pending — the slot overlaps a booking that’s still waiting for approval. You can still submit.
4

Enter the booking details

  • Purpose (required) — what the booking is for, such as “Team meeting”.
  • Assignees (Optional) — the people responsible for the booking. Requesters don’t see this field.
  • Notes (Optional) — anything else people should know.
  • Additional Information — any custom fields your organization requires.
5

Repeat the booking (optional)

If you can create recurring bookings, turn on Repeat this booking to create a series. See Recurring bookings.
6

Book the room

Click Book Room. For a recurring booking, click Create Series.

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What happens next

  • If Requires Approval is on in location booking settings, the booking is Submitted until someone approves it. The panel shows “This booking requires approval before it is confirmed.”
  • If approval is off, or you have permission to approve location bookings, the booking is Approved right away.
  • Recurring series are always approved right away.

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Booking rules

Relyant rejects a booking that breaks your organization’s booking rules:
  • The room is already booked by an approved booking at that time.
  • The booking falls on a day or time that isn’t allowed.
  • The booking is further ahead than the Booking Window, or sooner than the Minimum Notice.
  • The booking falls inside a buffer time around another booking.
  • The booking starts in the past. You can only book earlier times on the current day.
Roles listed under Rules don’t apply to in location booking settings can skip the booking window, minimum notice, and buffer time rules. By default, these are Owner, Admin, and Super Admin.

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Next steps

Manage location bookings

Approve, edit, assign, and cancel bookings.

Recurring bookings

Book the same room on a regular schedule.