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EMS Software, LLC

The Reservation Summary Page

After you submit any type of reservation request, the Reservation Summary page opens. The Reservation Summary page also opens after you select View My Requests on the Reservations menu, and then select a specific reservation request for viewing. In both cases, the Reservation Details tab is the active tab. The Reservation Details tab on the Reservation Summary page displays summary information for the selected reservation and all its bookings as well any requested services. This area enables you to modify bookings within a reservation, such as requesting services and adding attendees.

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In addition to the Reservation Details tab, the Reservation Summary page may have up to two additional tabs in the top pane of the page—the Additional Information tab and the Attachments tab. The Reservation Summary page also has three tabs in the bottom pane—All, Current, and Historical of the page. For an overview of each section here, see:

Reservation Details Tab

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The Reservation Details tab displays detailed summary information (the Reservation ID, the Event Name, the Event Type, and so on) for the selected reservation and all its bookings as well any services that were requested for the bookings. The following links are displayed on the Reservation Details tab. Click a link to carry out the indicated action.

Link

Description

Edit Reservation

Update event and/or group details.

Manage Attendees

Add or remove attendees. (Available only if using the optional Plan a Meeting (PAM) module.)

Add Bookings

Add a booking to the reservation. See Submitting a Request for a Space - Booking a Room”.

Cancel Services

Cancel selected services for all bookings in the reservation.

Note: You can also cancel selected services for one or more bookings in a reservation on the Current tab. See Current Tab.

Cancel Bookings

Cancel selected bookings for the reservation.

Note: You can also cancel selected bookings on the Current tab. See Current Tab.

Cancel All Bookings

Cancel all bookings for the reservation.

Service Availability

Opens a Service Availability message in which you can view the buildings for which the service is allowed as well as any booking rules for the service.

View Reservation Summary

Provides a summary of the selected reservation, all its bookings, and any resources/services that were ordered. Three views are available—Detail, Summary, and Mobile Friendly. The summary also contains an Email Option for emailing the summary to one or more recipients.

Add booking to personal calendar

Adds the reservation and all its bookings to your personal calendar.

Booking Tools

Provides options for editing multiple bookings (date and time) for the reservation.

Edit Additional Information

Provides the option for modifying your answers to any questions or modifying any comments for the reservation.

Additional Information Tab

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The Additional Information tab is displayed only if the reservation type required additional information about the reservation.

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To modify the answers to any questions that are displayed on this tab, you must open the Reservation Details tab, and then click the Edit Additional Information link. See Reservation Details Tab.

Attachments Tab

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The Attachments tab is displayed if the reservation type required attachments. This tab displays the the attachment description, the attachment file name, and any notes that were entered for the attachment. You can:

Delete an attachment from a reservation or request, click the Delete icon vems_ReservationMenu_image028.png next to it.

Attach another file to the reservation or request, click Attach File. A dialog box opens where you can select the attachment. (Allowed formats are .csv, .doc, .gif, .pdf, .txt, .xls, .xlsx, and .tif.)

Current Tab

The All tab displays all the bookings for the selected reservation, regardless of the booking date. The Current tab displays all the current bookings (bookings with a date greater than or equal to the current day’s date) for the selected reservation. The Historical tab displays all the past bookings (bookings with a date before the current day’s date) for the selected reservation.

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You can:

Cancel a booking, click the Cancel Booking icon vems_ReservationMenu_image028.png next to it.

Edit a booking, click the Edit Booking icon vems_ReservationMenu_image030.png next to it. See To edit a booking”.

Add services (attendees/visitors, setup notes, resources with service orders and/or resources without service orders) to a booking, click the Add/Edit Services icon vems_ReservationMenu_image031.png next to it, and then continue to To add services for a booking”.

Edit and/or cancel (delete) services (attendees/visitors, setup notes, resources with service orders and/or resources without service orders) for a booking, click the Add/Edit Services icon vems_ReservationMenu_image031.png next to it, and then continue To edit and/or cancel services for a booking”.

View services for a booking, click the View Services icon vems_ReservationMenu_image032.png next to it.