How to set up Meeting Services

Robin's Services are designed to help offices manage special support requests for events and spaces around the office. They provide detailed configuration options to help ensure meeting organizers can connect with the right person from the service team for things like food & beverage requests and or custom room setup. 

1. Click the Services tab at the top of the web dashboard.
2. Click New in the top right corner.
3. Fill out the service details starting with the category, click + Add category.
4. Enter the category name.
5. You can add a key as a reference ID for the type of service request, such as CAT for catering.
6. Click Save. 
7. Enter the Service name.
8. (Optional) Add a description of the service.
   
   • Tip: Use the description box to provide additional instructions, resources, or links to external workflows.  

     For example, you may want to add "Contactxxx@domain.com for any requests less than 24 hours in advance." as catering instructions.  

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9. Add assignees (Or providers)—the person or group that should be notified and responsible for fulfilling these service requests.
10. Specify which building(s) the service is available in.
11. Next, create a question form that provides details and options about the service for employees to complete.
    • We've provided a few examples of custom form questions to help you better understand how to use this section.
    • Catering service example:
    • Catering service with unit price example:
    • Room setup example:
12. When you're done creating the question form, click Publish.