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

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.
   
    
2. Scroll to the top section, Time, of the new display to select the Start and End Date and Time.
   
    
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)
   
    
4. Select the Search button to populate the floor information. This is near the Time section. You may need to scroll up.
   
    
5. Select your preferred view: Floor Plan View, Calendar View, or List View.
   
    
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.
   
    
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.
   

Make Your Reservation Recurring

1. After following steps 1-8 above, select Make this recurring.
   
    
2. Enter your Recurrence Pattern (daily, weekly, monthly, or calendar) and select OK.
   
    
3. Once the reservation is finalized, select Complete 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.