Setup Types: What They Are and How to Create Them

This article explains how to create setup types and apply them to bookings.

When you reserve a room in Mazévo, you can indicate how the room should be arranged. This description can be referred to by whatever name you define - room layout, configuration, etc. We'll call it setup type. Most organizations have several standard setup types that can be used for events. Examples include:

  • Classroom
  • Hollow Square
  • U Shape
  • Rounds of 8
  • Theater

Setup types are defined as a special type of resource in the system. 

To create a setup type:

  1. (Optional) Configure a service provider that will handle room setups. Go to Settings > Service Providers, click Add Service Provider, type the name, and click Save. Often setups are performed by an organization's facilities staff. If that's true for you, you might create a service provider called "Facilities." If you don't use separate service providers, skip this step.
  2. Configure a resource grouping. Go to Settings > Resource Groupings, click Add Resource Grouping, type the name (like Setup Type), select Service Description as the type, and click Save
  3. Create the individual setup types as resources. Go to Settings > Resources, click Add Resource, type the name (like Hollow Square), select the resource grouping you created in the prior step, select a service provider if appropriate, and click Save.

Using Setup Types

To add a setup type to bookings, after creating the event, check the box to select all bookings and click Add Resources, as demonstrated here:

Add Setup - Add Resource

 

Attendance and Setup Types

When you add a setup type to a booking, the system will automatically enter the attendance next to the setup type selected:

Add Setup Counts-1