Admin setup

Admin setup

This guide covers the initial setup required before users can start requesting services with their bookings.

1. Configure service categories

Service categories group related service items, such as Catering, AV Equipment, or Room Setup.

How to create a service category:

1. Go to Manage → Services → Service Categories

2. Click Add Category

3. Enter the following details:

   • Name – e.g., "Catering"

   • Buildings – one or multiple buildings where this category is available

   • Description (optional) – internal or admin notes

4. Click Save

You can edit or delete categories at any time.

2. Create service items

Service Items are the actual services users can request (e.g., "Coffee & Tea," "Projector," "Room Setup Assistance").

How to create a service item:

1. Go to Manage → Services → Service Items

2. Click Add Item

3. Enter:

   • Name – e.g., "Coffee & Tea Service"

   • Category – select one (each item belongs to one category only)

   • Buildings – select the buildings linked to that category

   • Unit Price (optional) – for reference or internal billing

   • Description (optional) – details about the service

4. Click Save

Admins can create, edit, or delete service items anytime. Service item currency can be updated within the company or building settings.