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[Workplace] Book a Resource for a Colleague or Visitor (Web Portal and Mobile App)

Make bookings on behalf of team members and external visitors directly from the Web Portal or mobile app.

Written by Yasen Marinov

If a colleague can't book for themselves, or an external visitor needs a desk for the day, you can make the booking on their behalf. The booking is assigned to them, not to you, and they can view and edit it from their own account.

You can book any resource for a colleague. For visitors, you can book desks and other resources, but not Meeting Rooms.


Before you begin

  • Your ability to book for others depends on your role. You must be a 'Team Lead' to make bookings on behalf of others.

  • If you don't have permissions, contact your administrator. They should configure booking permissions for colleagues and visitors →

  • Admins can book for any employee. Team leads can book for their team members. Regular employees can book only for themselves and for visitors.


Book a resource from the office map (Web Portal)

The Web Portal supports bookings for both colleagues and external visitors. To book a resource from the office map:

  1. Go to the Office Map page on the Web Portal.

  2. Click the resource on the office map.

  3. Click More Options to open the full booking dialog.

  4. In the Book For field, click Change and select the colleague from the dropdown, or click New external visitor to book for a visitor and enter their name.

  5. Fill in the remaining booking details and click Book.

The booking is assigned to the selected person and appears under their account.


Book a resource from the resource page (Web Portal)

The Web Portal supports bookings for both colleagues and external visitors. To book a resource from a resource page:

  1. Open the Web Portal and go to Meeting Rooms or another resource page.

  2. Click a time slot in the calendar.

  3. Click More Options to open the booking dialog.

  4. In the Book For field, click Change and select the colleague from the dropdown, or click New external visitor to book for a visitor and enter their name.

  5. Fill in the remaining booking details and click Book.


Book a resource from the office map (mobile app)

To book a resource for a colleague or visitor from the office map on the mobile app:

  1. Open the app, go to the office map, and tap the resource.

  2. In the Book For field, select the colleague, or tap New external visitor to book for a visitor and enter their name.

  3. Fill in the remaining booking details and tap Confirm Booking.


Book a resource from the resource screen (mobile app)

The Web Portal supports bookings for both colleagues and external visitors. To book a resource from a resource page:

  1. Open the app, go to Meeting Rooms or another resource screen, and tap a resource.

  2. Tap Book.

  3. In the Book For field, select the colleague, or click New external visitor to book for a visitor and enter their name.

  4. Fill in the remaining booking details and tap Confirm Booking.

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