Room management onboarding guide

You have purchased BrightBooking Room licenses, and maybe licenses for additional modules, and you want to know how to install Room management.
Thank you for your purchase, and you've come to the right place!

If you are starting without any prior knowledge of BrightBooking, please read the 'What is BrightBooking?' article.

To install BrightBooking Room management, the following steps are needed:

  1. Receive the login credentials
  2. People you need
  3. Configure the integration (Microsoft Exchange, Office 365, Google G Suite)
  4. Configure BrightBooking Room management & related hardware
  5. Enjoy your work, and spread the word!

Let's get started!

Receive the login credentials

The login credentials are provided after purchasing BrightBooking from a reseller of your choosing.

You need the login credentials to log in to the BrightBooking portal and do the configuration.

People you need

There are some people you might need to do some of the work for you, these are the roles you need:

BrightBooking administrator
Appoint someone, probably an office manager of someone from facilities to becom the BrightBooking administrator. He or she will configure the system together with facility management and IT.
IT
The configuration of the integration, and providing networkconnectivity for the room displays will require the IT department.
Facilities
Besides the overall involvement you need the facilities to install the the room displays.
Everyone
Involve all the people in your organization once the system is set up! 

Configure the integration

Roles you need:

Main role: IT
Supporting role: BrightBooking administrator

In most cases, you will probably want to integrate with your company calendaring system. If this is not needed in your case, please proceed to the next step.

IT will need to configure the external system and provide you the access details. And IT will ask you which room calendars you want, so you need to provide that to them.

We have guides for several external systems, please refer to the 'Configuring external systems for integration' section.

Configure BrightBooking Room management

Roles you need:

Main role: BrightBooking administrator
Supporting roles: IT, Facilities

Now you're able to configure BrightBooking! Log in to the BrightBooking portal, and use the references below to configure all the parts.

It is probably best to start configuring, and as you go some decisions have to be made. Collect them and discuss this with Facilities. Facilities will also need to help you to mount the room displays at the right places. IT will need to provide you with access to the integrated systems, you might want to sit down with them while configuring.

Enjoy your work, and spread the word!

Roles you need:

Main role: BrightBooking administrator
Supporting roles: Facilities

Now your BrightBooking system is configured for Room management, inform your organization how they can use it!

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