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'How to' - Making a reservation

'How to' - Making a reservation

 

https://app.tango.us/app/embed/Navigating-Cheqroom-for-Reservations-and-Equipment-Management-0965b8e4654f4ef3bd0d03d29e8506d0

Step by Step:

 

Web Application

  1. Access the Reservation Panel: Go to 'Reservations' and click 'New Reservation' in the top-right corner.

  2. Create a Title: Optionally add a title for your reservation, like a project name or your name.

  3. Set a Location: If you have access to multiple locations, set the one where the equipment is currently located.

  4. Choose Pickup and Return Dates: Select the date and time for picking up and returning the equipment.

  5. Add a Contact: Include yourself or someone else who will use the equipment.

  6. Add Extra Information: If needed, you can add custom fields.

  7. Add Items or Kits: Search and add the items or kits you need.

  8. Optional Steps: Write a comment, upload files, or add a colored label to your booking.

  9. Finalise: Click ‘Reserve’ when you're ready.

Mobile Application

  1. Open the App and Start a New Reservation: Click 'New reservation' on the dashboard.

  2. Location and Dates: Add the location (automatically filled if you have only one) and the 'From' and 'To' dates.

  3. Add a Contact: Specify who the equipment is for.

  4. Add Items or Kits: Scan the item or search for it in the list, then add it to the reservation.

  5. Complete the Reservation: Review and click 'Reserve'.

 

Navigating Cheqroom for Reservations and Equipment Management

Creation Date: December 19, 2023

Created By: rory cross

View most recent version


# Cheqroom

1. Click on Login

2. Click on Reservations

3. Click on New reservation

# Untitled reservation | Cheqroom

4. Set the location (this is the department that owns the items)

5. Drag highlighted element

6. Click on Tech Ops - Film & AV

7. Set reserve date from

8. Set pickup time

9. Click on Confirm

10. Set the check out date and time

11. Click on Confirm

12. Click on  Set a user

13. Click on ×…

14. Now add items or kits to your reservation

15. Click on Items

16. Click on Reserve

17. Click on Proceed to pick-up

18. Click on Pick equipment once you have physically picked it up on the day

19. Click on Finish picking and you are done until you check it out

 

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