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Configuring your workspace

Creating the different elements that will be used for booking

Camilo avatar
Written by Camilo
Updated over a month ago

In this article, we’ll walk you through how to create your inventory, whether you’re working with desks or rooms. You’ll find the steps for setting up each type, ensuring that everything you want to make available for your employees is properly configured. Let’s get started!

Step 1. Creating your floors

  • Open the settings menu.

  • Once in settings, click Inventory.

  • You will be taken to the workspaces section.

  • On the right side, locate and click the "Add a Floor" button.

  • Enter the name for your floor.

  • Input the surface area.

  • Add a cover picture by clicking on the white box below the cover section.

  • Click the "Save & Continue" button.

Step 2. Creating your rooms

  • Go to the workspaces section described in the steps above and locate the Inventory section.

  • Click on the "Add an Item" button.

  • In the "Type" dropdown list, select "Conference Room."

  • In the "Floor" dropdown list, select the floor to which you want to assign this room.

  • Click "Confirm."

  • In the next window, enter the details of your conference room.

  • Once ready, click "Save and Continue."

Archie tip: You have the option to duplicate a room already created by clicking the 3 dots button next to the status, clicking duplicate, setting the number of copies, and clicking confirm.

Step 3. Creating your Offices

  • Go to the workspaces section described in the steps above and locate the Inventory section.

  • Click on the "Add an Item" button.

  • In the "Type" dropdown list, select "Private Office."

  • In the "Floor" dropdown list, select the floor to which you want to assign this room.

  • Click "Confirm."

  • In the next window, enter the details of your Office.

  • Once ready, click "Save and Continue."

Step 4. Creating your Desks

  • Go to the workspaces section described in the steps above and locate the Inventory section.

  • Click on the "Add an Item" button.

  • In the "Type" dropdown list, select "Desk Group."

  • In the "Floor" dropdown list, select the floor to which you want to assign this room.

  • Click "Confirm."

  • In the next window, enter the details of your Desk group

  • Once ready, scroll down to the desks section, and click "Add desks."

  • Enter the number of desks for this group and click Confirm

  • You will be directed to the "desk creation" section, this is bulk edit mode, changes will be applied to all desks.

  • Enter the details of your Desk group.

  • Once ready, click "Save and Close."

  • You will be directed to the "Individual Desk" settings

  • To configure a single desk:

    • Click the "3 dots button" next to the desk

    • Click "Edit"

    • Add the information desired for this specific desk

    • Click "Save & Continue"

  • Click "Finish" to save your settings.

Archie tip: When naming your desks, consider a straightforward approach that allows users to quickly identify them. For instance, use a format like Workstations 101, where the number 1 represents the floor, and 01 signifies the first desk group on that floor. Subsequently, name each desk individually within the group, such as Desk 101.1, Desk 101.2, and so forth. This systematic naming convention ensures clarity and ease of reference

Step 5. Configuring your floor plan

  • Go to the workspaces section described in the steps above and click the Edit floor plan button located at the top right part.

  • Click the Upload map button

  • Select your floor map layout from your computer

  • Enter the Image Width and height

Archie tip: Take note of the dimensions entered here, if you need to adjust your image later, you will need to upload it again with the same dimensions so the shapes that you configure in the steps below maintain the same dimensions.

  • Click Confirm

  • You can now start adding your previously created elements to the map by dragging and dropping your elements from the right

  • To adjust the element, click and hold one of the corners to match your layout

Archie tip 2: When adjusting a desk from a desk group, double click on it to select a specific desk

Our next article will take you to Setting up your booking policies.

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