How to Create a Booking
This guide covers the steps needed to reserve and check out assets to a person within your organization using Shelf's booking feature, ensuring equipment availability when needed.
With a booking, you can reserve and check-out a selection of assets to a person (custodian) within your organization. Bookings help ensure that certain equipment is available when you or a team member needs it.
Creating a booking
Start by going to the Bookings area.
- Click New booking to create a booking
- Give your booking a Name
- Specify a Booking period by choosing a start and end time/date
- Select a Custodian to whom the assets will be checked out
- Click Add assets to add assets to the booking. This is only possible after configuring the booking period
- Use the Asset manager modal to find and add/remove assets from the booking. You can use the filters and search bar to quickly find assets. Only assets that are Available during the specified booking period will show by default.
- Click Confirm when you've added the assets
- Click Book to confirm the booking. The status of the booking will change from Draft into Reserved or Ongoing depending on the current date/time and the start date/time specified under booking period
Related articles
Ready to try Shelf?
Put what you're learning into practice. Free plan available — no credit card required.