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    Book by Category

    Setup a Category as Book by Category to enable reservation creation without assigning an Area in RMS.

    Decision Tree

    Book by Category enables creating a reservation without assigning an Area.

    • Information
    • Setup
    • Add Button

    Information

    Book by Category enables creating a reservation without assigning an Area.

    Reservations created without an Area assigned will need to be allocated an Area before being checked-in.

    An Area can be assigned to these reservations using the Area Allocation utility or In/Out Movements.

    The Group Reservation Grid can be used to create Group Reservations for any Category setup as Book by Category.



    Category and Area are default System Labels that can be customised.

    Reservations without an Area assigned will not display on the Booking Chart until an Area is allocated.



    Users will require Security Profile access to use this feature.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Category/Area in RMS.
    2. Select the 'Edit' icon on an existing Category.
    3. Navigate to the 'Category Details' tab.
    4. Select the checkbox 'Use Book by Category'.
    5. Optional: Select the checkbox 'Allow Overbooking'.
      1. Enter the Number of Areas to Overbook by.
    6. Save/Exit.

    An Area can be assigned to reservations booked by Category using the Area Allocation utility or In/Out Movements.

    Reservations without an Area assigned will not display on the Booking Chart until an Area is allocated.



    • Guide
    • Add Button

    Guide

    Go to Setup > Category/Area in RMS.

    Select the  'Edit' icon on an existing Category.

    Navigate to the 'Category Details' tab.

    Select the checkbox 'Use Book by Category'.

    Optional: Select the checkbox 'Allow Overbooking' and enter the Number of Areas to Overbook by.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Reservations for this Category can be saved without assigning an Area.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Category/Area in RMS.
    2. Select the 'Edit' icon on an existing Category.
    3. Navigate to the 'Category Details' tab.
    4. Select the checkbox 'Use Book by Category'.
    5. Optional: Select the checkbox 'Allow Overbooking'.
      1. Enter the Number of Areas to Overbook by.
    6. Save/Exit.

    An Area can be assigned to reservations booked by Category using the Area Allocation utility or In/Out Movements.

    Reservations without an Area assigned will not display on the Booking Chart until an Area is allocated.



    • Guide
    • Add Button

    Guide

    Go to Setup > Category/Area in RMS.

    Select the  'Edit' icon on an existing Category.

    Navigate to the 'Category Details' tab.

    Select the checkbox 'Use Book by Category'.

    Optional: Select the checkbox 'Allow Overbooking' and enter the Number of Areas to Overbook by.

    Select 'Save/Exit' to store the changes made and leave the setup.

    Reservations for this Category can be saved without assigning an Area.


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