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Getting Started

Welcome to the Knowledge Base

The Knowledge Base is designed to take you through any questions you may have about setting up, managing and using Meeting Hub.

This section of the Knowledge Base is an overview of the steps required to set up Meeting Hub which is a quick an easy process.  Please follow the hyperlinks for additional information about each step.

 

 

 

Configure Organization Settings

The first step is to go through and add all of your company details into the My Organization Settings section in My Meeting Hub.  These settings relate to the ‘Head Office’ of your company.  If you only have one location it is perfectly fine to duplicate the information in both My Organization Settings and Centre settings.

We recommend leaving the Accounts/Finance section until the end as part of the Configure Billing stage as it is not required until you are ready to import your bookings into your accounting system.

Add Locations / Centres

Next you will be able to add in your Locations.  Each location has its own settings such as address, contact details and opening hours. These can be configured in your Location / Centre Settings.

Add Rooms / Spaces / Assets

Each Location or Centre has meeting rooms, boardrooms, day offices, hot desks and other bookable spaces which can be added as a Room / Space / Asset.  Here you can add in your pricing, opening hours, minimum booking duration, amenities, and photos.

Add Companies (Clients)

Companies (Clients) are the companies that book your spaces.  Each company can be configured with custom discounts, gratis minutes and the ability to pay via credit card (not available in Meeting Hub Lite) or invoice. A company record can be created by either the customer at time of User registration (which you can then edit if required) or manually by your team.

Add Users (People)

Each User is attached to a Company (Client) record and therefore inherits the settings of the Client and so receive any custom discounts and gratis minutes configured on their Company’s account.

 

Configure Cancellation Terms

Cancellation terms and can be configured within Meeting Hub and once configured are automatically applied when a booking is cancelled.  Your cancellation terms can include multiple options based on the cancellation notice provided.

 

Configure Billing and complete Test import

Meeting Hub can import all booking data into your accounting software allowing you to invoice your internal clients, reconcile payments and report on your revenue.  There are a few steps required to correctly configure billing data and these are all found in the Manage Billing section of the Knowledge Base

in Accessing and Setting Up Meeting Hub

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