Planon Space Scheduling: Creating a Reservation in the Planon Web App

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Overview

Instructions for creating a reservation in the Planon Web App and making it a recurring reservation (if needed).

Instructions

Creating Your Planon Reservation

  1. After logging in to the Planon Web App, select Book Space on the Reservation card on the Planon Home Screen.
    Planon home screen showing the Reservations card with the Book space option highlighted, where the user selects Book space to start creating a new reservation.
     
  2. Scroll to the top section, Time, of the new display to select the Start and End Date and Time.
    Planon Book Space page showing the Time section, where the user selects the Start date & time and End date & time fields to set the reservation duration before searching for available spaces.
     
  3. Within the Location section, select from the drop-downs for:
    • Property (what building you are in)
    • Floor (what floor of the building you wish to reserve)
    Planon Book Space page showing the Location section, where the user selects a Property from the building drop‑down and then chooses a Floor to narrow available reservation options.
     
  4. Select the Search button to populate the floor information. This is near the Time section. You may need to scroll up.
    Planon Book Space page showing the Search button near the Time section, which the user selects to load available spaces for the chosen date, time, and location.
     
  5. Select your preferred view: Floor Plan View, Calendar View, or List View.
    Planon Book Space results page showing view options at the top—Floor plan view, Calendar view, and List view—where the user selects their preferred layout to browse available spaces.
     
  6. Select your preferred space from the view you choose. We chose the floor plan view here. Once selected, it will be highlighted on all views.
    Planon Floor plan view showing available workspaces, where the user selects a specific cubicle on the floor map, which becomes highlighted to indicate the chosen reservation space.
     
  7. Select Submit Reservation. This will open the Overview display.
     
  8. Scroll through the reservation information to confirm. If needed, use the Change Time and Location button to edit your reservation.
     
  9. If the reservation is a recurring reservation, skip to the section below on Make Your Reservation Recurring. If the reservation is a one-time reservation, you may select Complete Reservation to finalize your reservation.
    Planon reservation confirmation screen showing Complete Reservation highlighted, which the user selects to finalize a one‑time reservation.

 

Make Your Reservation Recurring

  1. After following steps 1-8 above, select Make this recurring.
    Planon reservation screen showing the Make this recurring button selected, which the user clicks to set the reservation to repeat on a schedule
     
  2. Enter your Recurrence Pattern (daily, weekly, monthly, or calendar) and select OK.
    Planon Recurrence pattern dialog showing Weekly selected, with options to choose specific days, set a start and end date, and confirm the repeating schedule by clicking OK.
     
  3. Once the reservation is finalized, select Complete Reservation.
    Planon reservation screen showing the Complete Reservation button selected, where the user finalizes and saves the recurring reservation.

 

Checking in to a Reservation

When it is time to check in to your reservation, you MUST use the Planon Mobile App. Be sure you have downloaded the Planon Mobile App to check in.

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Related Articles (2)

Planon Space Scheduling: Canceling a Reservation in the Planon Web App
Instructions on how to cancel a reservation in the Planon Web App.
Planon Space Scheduling: Checking Into a Reservation with the Planon Mobile App
Instructions for checking into your Planon Space Reservation.