Creating a Multi-Resource Reservation

A multi-resource reservation is a reservation that includes more than one resource on a single date. 

 

  1. Click Reserve in the MRM Task Bar or double-click an available spot on the Reservation Grid to launch the Reservation Details form.

  2. Verify the date and adjust start and end times as needed.

  3. To add resources, select Find Available Resources.  The Find Resources form appears. Select resources to add to your reservation by checking the box next to the Resource name.  Click Select to return to the Reservation Details form.

     If your organization offers a large number of resources, users may have to navigate to different pages to find all desired resources.  Selections are not lost when moving

             from page to page.  After multiple resources have been selected, the Select function will add all resources to the reservation.

 

  1. The Reservation Details form displays with all selected resources assigned.

 

 

One resource tab will be highlighted while the others are grayed out.  The highlighted resource is the current selected resource.  Each resource carries its own set of tabs (General, Attendees, and Services).  Unique options can be selected for each resource within the reservation by selecting that resource and then editing the Tabs.  Only the Meeting Title must be consistent across all resources.

 

A multi-resource reservation offers two new options on the Reservation Details form:  Copy Current Tab and Copy All Tabs.  This allows you to copy details from one or all tabs on the selected resource to all other resources.  In this example, we will add reservation details and services to the Wild Basin Room and then copy those details over to the Lone Star Room.

 

  1. On the General Tab for the Wild Basin Room, enter the meeting title, Reservation Type and Host Name.  Select Copy Current Tab to apply these details to the Lone Star Room.

 

 

  1. Select the Lone Star Room to verify details were copied.

 

 

The Lone Star Room tab is now highlighted, indicating that we are viewing details for that resource.  All details were copied over from the Wild Basin Room. 

 It is not necessary to copy over the meeting title if that is the only mandatory field.  That field must be uniform across all resources and therefore copies automatically.

  1. Select the Catering tab and add service items.

 

  1. Select the Equipment tab and add service items.

 

 

  1. Both Catering and Equipment were added when the Lone Star Room was highlighted, so these options have been added to that resource only.  To copy these details over to the Wild Basin Room, select Copy All Tabs.  The Select Tabs window appears.

 

 

  1. Check the box or boxes next to the services that you want to copy.  The display names here are the actual database names, so you may need to verify the names with your MRM System Administrator. 

  2. Click OK.  You are returned to the Reservation Details form.  Click the Wild Basin tab to view the tabs for that resource.  Check the Catering and Equipment tabs for that resource.  All details from the Lone Star room have been copied over.

 

  1. Save and Close or Save and Invite.

 

Expanding a Single-Resource Reservation

 

You can also create a multi-resource reservation by adding additional resources to an existing single resource reservation. 

 

  1. Open an existing single-resource reservation by double-clicking on the Grid or clicking directly on the meeting title in the Find Reservations form.

  2. Check the box next to the Resource name in the Resources Window to add it to the reservation.  Alternatively, select the Find Available Resources option to search for resources that are available at the selected date and time.  Select Find.

  3. Check the box next to the resource name and click Select to add the resource to the reservation and return to the Reservation Details form.

  4. You will now see options to Copy Current Tab and Copy All Tabs.  You can add details to the new resource accordingly, then Save and Close or Save and Update.

   When selecting the additional resource from the Resources Window, you will be prompted to copy service orders to the new room.  This copies all Standard and Advanced Services (assuming item availability).  This

            same option is not available when selecting a resource through the Find Available Resources option.