Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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          • Creating a Scheduler
          • Adding a Resource
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          • Adding a Service
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          Help Section          

Schedulers
 

Control Panel > My Workspace > Schedulers




About Schedulers:

The Scheduler is a convenient tool for keeping track and managing reservation requests for conference rooms, training areas, or other common areas. The Scheduler manager contains six tabs:
  1. Dashboard: By default, the first screen you will see is the Dashboard. This will show the following grids:
    • Upcoming Events: Displays a list of upcoming events (displays the next three months).
    • Pending Approval Requests: Displays a list of requests that are pending approval / denial.
    • Pending Approval Recurrence: Displays a list of requests for recurring events that are pending approval / denial.



  2. Schedulers: This tab is where you can go create new schedulers or manage existing ones as well as view schedulers in calendar view.
  3. Public View: This tab manages the scheduler displayed on the portal's public marketing site, if applicable (see the note below).
    Note:
    • In order for a scheduler to be shown on the portal's public marketing site, a menu item must first be added to the portal's menu by the Axis Portal Support Team.
    • To request to a menu item to be added to the portal's public marketing site for the scheduler, please send an email to AxisSupport@cbre.com.

  4. Terms of Service: The Terms of Service that is displayed in the pop-up when a user goes to schedule an event.



  5. Portfolio: This tab applies to select portfolio properties only and allows schedulers from multiple properties to be displayed on a single portal’s public marketing site.
    Note:
    • In order for a scheduler to be shown on the portal's public marketing site, a menu item must first be added to the portal's menu by the Axis Portal Support Team.
    • To request to a menu item to be added to the portal's public marketing site for the scheduler, please send an email to AxisSupport@cbre.com.

  6. Cancellations: Shows a list of events that have been cancelled.  This tab defaults to showing the current month, but other months can be viewed as well.
Last Updated: April 07, 2016