Onboarding Checklist

Your organisation will require Admin Users - those that can make changes to Organisation settings etc and Customer Service Representatives - those that can manage bookings but not make Organisation setting changes. These  need to be created to ensure your internal users have the access they need. Click the tutorial link below to guide you through this process.

Creating a shortcut will save some navigation steps when logging in to Meeting Hub. Click the tutorial link below to guide you through this process. 

The Organization Settings page contains the primary configuration settings for your Organization. Meeting Hub has configured basic information for you. Please review and update accordingly. Click the tutorial link below to guide you through this process. 

A Location / Centre is the physical building where bookable spaces reside. The Location / Centre may be a single building or may be part of a group of buildings or campus. Your organization may have a single Location, or many Locations. From Locations / Centers you can create, edit, deactivate or archive a Location. This page contains the primary configuration settings for your Location(s). Meeting Hub has configured basic information for you. Please review and update each item accordingly. Click the tutorial link below to guide you through this process. 

A Room / Space / Asset is a bookable space within one of your Location / Centers. Your organization may have a single or many bookable spaces across a single or many Locations / Centers. You might have a space that has different configurations, e.g. a parent space that can be divided into two child spaces. Spaces can be configured to be hired by the hour, half or full day, and may have additional services, such as a projector or white board associated with them. Click the Tutorial link below to guide you through this process.

The team at Meeting Hub provide you with a template for both Terms and Conditions and Privacy Policy that cover payments via credit card.  Please review & amend as required. 

Cancellation terms determine what refund if any a customer should receive if they cancel a booking. Click the Tutorial link below to guide you through this process. 

A book now button on your website will allow your customers to book your spaces directly from your website. 

If you include a page on your website about your spaces, this is the ideal place for the Book Now button.  There are two options, each with their own URL, that can be entered onto your website Book Now button(s). The options are:

For those with one or two spaces: you may wish to direct your customers directly to their preferred space from your website. In this case, copy the URL from Meeting Hub on the space landing page.

For those with multiple sites and many spaces: you may prefer to direct your customers to the search page where they can specify their filter criteria such as size of space, type of space, price, date and preferred location. In this case, copy the URL from the “Find a space” landing page. Click the link below to learn more about how to set up a Book Now button.

You should also consider adding a book now button to your Facebook and Instagram pages. 

If you are a Core, Pro or Enterprise Account, Meeting Hub uses the Stripe payment gateway for credit card payments, as it provides all the necessary features to be able to process Single and Repeat payments, whilst ensuring all credit card details are stored securely with Stripe. No credit card details are stored in the Meeting Hub software.   Click the link below to be guided through how to register for Stripe and the set up process. 

To enable Stripe payments via Credit Card, you will need to log into Stripe and "Activate" your account.  You will also need to configure how often Stripe sends funds to your nominated bank account.  Stripe may ask you to Verify your account or upload specific documents to confirm your business status. At this point you'll also need to provide your Live Stripe Keys to Meeting Hub you can follow the same steps as were taken for the Test Keys. Once Stripe is set up you'll need to know how to navigate to payments within Stripe - click the tutorial link below to guide you through this process. 

If you are a Pro or Enterprise Account it is possible to edit the standard email templates provided by Meeting Hub. Click the link below to be guided through how to edit email templates.

Meeting Hub Pro and Enterprise customers can integrate an existing Google Calendar with Meeting Hub. This enables all bookings made within Meeting Hub to be shown in the associated Google Calendar and likewise where a booking is made from Google Calendar the availability is blocked out within Meeting Hub. The technical configuration guide is attached to your welcome email. Click the link below to guide you through how to use Google Calendar once configured.

To create a seamless booking experience for your customers, consider setting them up as Users before you Go Live. When a customer registers themselves, by default, their client type will be set to "External".  You can change this after they have registered to ensure your reporting is accurate. Click the knowledge base article link below to learn more.