{"id":5281,"date":"2024-07-09T14:06:07","date_gmt":"2024-07-09T12:06:07","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=5281"},"modified":"2024-07-09T14:42:10","modified_gmt":"2024-07-09T12:42:10","slug":"setting-up-a-booking-system-in-planfix-2-case-studies","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/use-cases\/setting-up-a-booking-system-in-planfix-2-case-studies\/","title":{"rendered":"Setting Up a Booking System in Planfix: 2 Case Studies"},"content":{"rendered":"<div class=\"breadcrumbs \" typeof=\"BreadcrumbList\" vocab=\"https:\/\/schema.org\/\"><span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Planfix.\" href=\"https:\/\/planfix.com\/blog\/\" class=\"home\" aria-current=\"page\"><span property=\"name\">Planfix<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/ya\/FeijGH.jpg\" alt=\"Meeting Room Booking System in Planfix\" title=\"Meeting Room Booking System | Planfix\"\/><\/figure>\n\n\n\n<div class=\"wp-block-aioseo-table-of-contents\"><ul><li><a href=\"#aioseo-setting-up-meeting-room-booking\">Setting Up Meeting Room Booking<\/a><ul><li><a href=\"#aioseo-setting-up-the-meeting-room-object\">Setting Up the Meeting Room Object<\/a><\/li><li><a href=\"#aioseo-setting-up-data-tags\">Setting Up Data Tags<\/a><\/li><\/ul><\/li><li><a href=\"#aioseo-setting-up-the-booking-of-meeting-rooms-with-the-hourly-calendar\">Setting Up the Booking of Meeting Rooms with the Hourly Calendar<\/a><\/li><li><a href=\"#aioseo-setting-up-meeting-room-booking-with-the-hourly-schedule\">Setting Up Meeting Room Booking with the Hourly Schedule<\/a><\/li><li><a href=\"#aioseo-whats-better-calendar-or-schedule\">What&#x2019;s Better: Calendar or Schedule?<\/a><ul><li><a href=\"#aioseo-hourly-calendar\">Hourly Calendar<\/a><\/li><li><a href=\"#aioseo-schedule-hourly\">Schedule Hourly<\/a><\/li><\/ul><\/li><li><a href=\"#aioseo-conclusion\">Conclusion<\/a><\/li><\/ul><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first described a resource management case involving meeting room bookings almost ten years ago and have since updated it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ve decided to compare two planner lists: Schedule Hourly and Hourly Calendar. Both tools allow you to set up flexible meeting room bookings. However, they present the time data tag differently. We will show you the differences so that you can choose the most convenient option. The booking principle remains the same: first come, first served.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-setting-up-meeting-room-booking\">Setting Up Meeting Room Booking<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The setup involves several steps, including creating the meeting room object and adding data tags for booking. Let\u2019s examine these steps in detail.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-setting-up-the-meeting-room-object\">Setting Up the Meeting Room Object<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s digitize the meeting room management. First, we create a &#8220;Meeting room&#8221; object in Planfix. Go to Account Management \u2014 Objects \u2014 Create new object:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/OV\/AXuyqZ.png\" alt=\"Creation of the Object \u201cMeeting Room\u201d in Planfix\" title=\"Creation of the Object \u201cMeeting Room\u201d | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Be sure to add a &#8220;Data tag&#8221; field to the object to link it to tasks automatically in the future. You can customize other fields as needed:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/Td\/n5PFyf.png\" alt=\"Adding the \u201cAnalytics\u201d Field to the Object\" title=\"The \u201cAnalytics\u201d Field in the Object | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">As soon as you digitize the meeting room, proceed to other settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you haven\u2019t worked with objects before and want to learn more about what they are and how they work, check out this article: <\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><a href=\"https:\/\/planfix.com\/blog\/tips\/objects-the-universal-planfix-unit\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Objects: The Universal Planfix Unit<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After reading this material, you will understand the basic principles of objects and know how to configure them flexibly in Planfix according to your needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-setting-up-data-tags\">Setting Up Data Tags<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">We will create separate <a href=\"https:\/\/planfix.com\/com\/features\/data-tags\/\" target=\"_blank\" rel=\"noopener\" title=\"\">data tags<\/a> for the meeting room booking to work with the hourly calendar and schedule. Go to Account Management \u2014 Data Tags \u2014 Add Data Tag. Note that you need two fields in the data tags: &#8220;Date&#8221; and &#8220;Period of Time:&#8221;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/F7\/Z9kxGv.png\" alt=\"Creating Analytics for Meeting Room Booking\" title=\"Analytics for Meeting Room Booking | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">At this stage, you can add other fields, such as &#8220;Comment,&#8221; so employees can comment on the agreements.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If only certain employees or departments are to use the &#8220;Meeting room&#8221; data tag, it makes sense to set access permissions exclusively for them:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/qn\/YbHMX2.png\" alt=\"Configuring Access to Analytics\" title=\"Access to Analytics | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-setting-up-the-booking-of-meeting-rooms-with-the-hourly-calendar\">Setting Up the Booking of Meeting Rooms with the Hourly Calendar<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After you have created the analytics, set up the list where it will be displayed. Add an &#8220;Hourly calendar&#8221; planner with the descriptive name \u2014 &#8220;Meeting room.&#8221; Then specify the previously created object &#8220;Meeting room&#8221; in the selection parameters: <\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/dv\/dkxFOF.png\" alt=\"Creating a Meeting Room on an Hourly Calendar\" title=\"Meeting Room on an Hourly Calendar | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Next, switch to the &#8220;Data to display&#8221; tab and enter the previously created data tag &#8220;Meeting room&#8221;:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/C7\/9T897A.png\" alt=\"Adding Analytics to the Meeting Room\" title=\"Adding Analytics to the Meeting Room | Planfix\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Then continue with the configuration of &#8220;Behavior and appearance&#8221;:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/GB\/l7auNO.png\" alt=\"Setting \u201cBehavior and Appearance\u201d\" title=\"Setting \u201cBehavior and Appearance\u201d | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The result is an hourly calendar where data tags are set by clicking on a free time slot in the calendar or simply dragging the desired task to the timescale:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/NF\/20JaRl.png\" alt=\"Meeting Room in the Hourly Calendar\" title=\"Meeting Room in the Hourly Calendar | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The &#8220;Meeting room&#8221; data tags are set automatically in such tasks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-setting-up-meeting-room-booking-with-the-hourly-schedule\">Setting Up Meeting Room Booking with the Hourly Schedule<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now, let\u2019s set up meeting room booking using the hourly schedule. Unlike the calendar, it displays the time data tags in several lines, allowing you to display data simultaneously for several employees or, in our example, for several meeting rooms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the previously created &#8220;Meeting room&#8221; object and add a &#8220;List&#8221; field to it:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/d4\/lhWgSN.png\" alt=\"Setting up Meeting Room Booking by Hourly Schedule\" title=\"Setting up Meeting Room Booking by Hourly Schedule | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Then create a &#8220;Schedule Hourly &#8221; list, and specify the object &#8220;Meeting Room&#8221; and the created field &#8220;Room&#8221; in the selection parameters:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/1U\/RZrhns.png\" alt=\"Creating the \u201cSchedule by Hour\u201d List\" title=\"Creating the \u201cSchedule by Hour\u201d List | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Now set up the &#8220;Data to display&#8221;:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Specify the field for displaying the schedule<\/li>\n\n\n\n<li>Select the data tag that to be added automatically to the task<\/li>\n\n\n\n<li>Add rows to be displayed in the schedule\u2014in our case, several meeting rooms of different colors:<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/q1\/fHpmhQ.png\" alt=\"Setting \u201cData to Display\u201d\" title=\"Setting \u201cData to Display\u201d | Planfix\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">The schedule will show three meeting rooms where any employee can book a convenient time:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/planfix.com\/blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/s.pfx.so\/pf\/z0\/bLrYE7.png\" alt=\"Meeting Room in Hourly Schedule\" style=\"width:675px;height:auto\" title=\"Meeting Room in Hourly Schedule | Planfix\"\/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-whats-better-calendar-or-schedule\">What\u2019s Better: Calendar or Schedule?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Choosing between a calendar and a schedule depends on your needs and work specifics. Each of these columns in the Planfix planner has its advantages. Let\u2019s take a closer look at each.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-hourly-calendar\">Hourly Calendar<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The <a href=\"https:\/\/planfix.com\/com\/features\/hourly-calendar\/\" target=\"_blank\" rel=\"noopener\" title=\"\">hourly calendar<\/a> breaks down the entire day by hours, helping you better plan and manage your time. It is especially useful for those with many meetings and events. For example, a manager can schedule meetings with the team or customers, and a doctor can schedule patient appointments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"aioseo-schedule-hourly\">Schedule Hourly<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As in our example, the <a href=\"https:\/\/planfix.com\/com\/features\/hourly-calendar\/\" target=\"_blank\" rel=\"noopener\" title=\"\">hourly schedule<\/a> displays data from the data tags broken down by hours and for individual employees or meeting rooms. This method facilitates a more detailed recording of work events, such as employees booking rooms or vehicles.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When choosing, consider whether you need an easy-to-use calendar or if you want to record data tags and plan the schedule in detail.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"aioseo-conclusion\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Planfix is a multifunctional and flexible tool that can address the same task in different ways. Ultimately, the best resource management tool is the one that meets all your requirements.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To learn how to use workspaces effectively, minimize scheduling conflicts, and increase the productivity of your employees, read about the company\u2019s resource management in this article: <\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><a href=\"https:\/\/planfix.com\/blog\/use-cases\/enterprise-resource-management-pre-booking-meeting-rooms\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Enterprise Resource Management: Pre-booking Meeting Rooms<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Open spaces have replaced traditional offices, but the need for private conversations remains. Today, meeting rooms have become the focal point of offices. We first&#8230;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"yes","footnotes":""},"categories":[12],"tags":[304,58,370,216,430,324],"class_list":["post-5281","post","type-post","status-publish","format-standard","hentry","category-use-cases","tag-automation","tag-data-tags","tag-hourly-calendar","tag-meeting","tag-objects","tag-schedule"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5281","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/comments?post=5281"}],"version-history":[{"count":27,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5281\/revisions"}],"predecessor-version":[{"id":5347,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/posts\/5281\/revisions\/5347"}],"wp:attachment":[{"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/media?parent=5281"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/categories?post=5281"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/planfix.com\/blog\/wp-json\/wp\/v2\/tags?post=5281"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}