Use the Layout tool in the web dashboard to arrange bookable resources, such as desks, spaces, parking spots, and lockers in your workplace. In this guide, we will cover how to set up spaces. For instructions on setting up desks or parking & lockers, please refer to these guides:
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To access the Layout tool, select Office > Edit floor > Layout in the web dashboard.
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From the side toolbar, click Layout.
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Click Add space > click where you want it to go on the map.
- To add an existing space that was pre-configured, drag and drop it from the directory to the map.
- To add an existing space that was pre-configured, drag and drop it from the directory to the map.
- Edit the space shape.
- Use the points on the space line to refine the shape.
- Use the points on the space line to refine the shape.
- Configure basic space settings using the module on the right to add the space information.
- Choose how the space will be used. Use the Schedule tab & drop-down selections to configure the advanced settings.
- On-demand spaces: This space supports ad hoc meetings. Do not add a calendar if users should not be able to reserve the space in advance.
- Scheduled spaces: Spaces that users can reserve in advance and can see it's availability from the office map. This requires pairing a unique resource calendar to the space. Supports scheduled & ad hoc meetings. Follow the configuration prompts to connect a calendar.
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Request only spaces: Spaces that are reservable in advance, but require admin approval. A unique calendar resource must be connected and users with approval permission.
- Apply space scheduling policies.
- (Optional) Add Room displays. Click Add and follow the room pairing steps.
- (Optional) Add or edit Room display policies.
- Publish changes or move on to adding points of interest and office furnishings.
- Click Publish in the top right corner to launch your floor plan.
Need to remove a space on the map?
Understand your options before taking action:
- Remove button: removes the space from the map and is added to the "Add spaces to the map" list on the left; it will not permanently delete it.
- Archive button: An archived space is removed from user-facing maps, releases a space license, and the space maintains it's configuration (amenities, space type, etc.). The archived space will still appear on the layout floor plan as just an outline. You can easily reactivate the space the same way you archived it.
- Delete button: permanently deletes a space. To confirm this is an intentional action, enter the space name to complete the deletion.
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Click the space name on the map.
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Click the 3 action dots to open the edit menu.
- To access the Layout tool, select Office > Edit floor > Layout in the web dashboard.
- Click the Spaces folder under the Layout tab in the left toolbar.
- Click where you want it to go on the map.
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Any pre-configured spaces that are not on the map will be highlighted in red. Drag and drop it on the map.
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Edit the space shape.
-
Use the points on the space line to refine the shape.
-
-
Configure basic space settings using the module on the right to add the space information.
- Choose how the space will be used. Use the Schedule tab & drop-down selections to configure the advanced settings.
- On-demand spaces: This space supports ad hoc meetings. Do not add a calendar if users should not be able to reserve the space in advance.
- Scheduled spaces: Spaces that users can reserve in advance and can see it's availability from the office map. This requires pairing a unique resource calendar to the space. Supports scheduled & ad hoc meetings. Follow the configuration prompts to connect a calendar.
-
Request only spaces: Spaces that are reservable in advance, but require admin approval. A unique calendar resource must be connected and users with approval permission.
- Apply space scheduling policies.
- (Optional) Add Room displays. Click Add and follow the room pairing steps.
- (Optional) Add or edit Room display policies.
- Publish changes or move on to adding points of interest and office furnishings.
- Click Publish in the top right corner to launch your floor plan.
-
Need to remove a space on the map?
Understand your options before taking action:
- Remove button: removes the space from the map and is added to the "Add spaces to the map" list on the left; it will not permanently delete it.
- Archive button: An archived space is removed from user-facing maps, releases a space license, and the space maintains it's configuration (amenities, space type, etc.). The archived space will still appear on the layout floor plan as just an outline. You can easily reactivate the space the same way you archived it.
- Delete button: permanently deletes a space. To confirm this is an intentional action, enter the space name to complete the deletion.
- Click the space name on the map.
- Click the 3 action dots to open the edit menu.