Linking an office or desk to a member or contact

How to link a customer to an office or desk.

You can associate an office or desk with a particular member or contact.

page describes. Instead, assign the unit or desk to their contract. This will make sure we can automatically assign and remove customers to/from units as their contracts start and end but, most importantly, track and forecast occupancy based on the start and end dates of those contracts.

To link a member or contact to a desk or office

Although the following procedure is performed on the Desks and Offices page, you can click the symbol of a desk or office on the Floor Plans page to access the same information.

1. If the side menu is not visible, click .

2. In the side menu, click Inventory, then click Desk and Offices.

3. Click the name of the desk or office you want to link to a member or contact.

4. In the Customer box, type one or more letters of the member or contact name to display a list.

5. From the list select the member of contact.

6. Click Save changes.

How to associate a customer with a desk/office