Services configuration

Services allow users to request additional resources either when creating or modifying a room booking, or independently – without linking them to a specific booking. Examples include catering, IT equipment, or any other customizable service based on organizational needs. Each service is made up of a provider and a collection of items, which can be organized into different categories for easier management and selection.

Services configuration overview

1. General Settings
2. Add Service providers
3. Add Service catalog groups
4. Add Service catalog item
5. Add Service routing and permissions
6. Add Cost centers

General Settings

Log in to the GoBright portal using your manager account, then navigate to Settings > General.
In the General Settings section:

• Enable Price Calculation if you want to apply pricing to services.

• Configure the Cost Center settings based on your organization’s requirements. You can choose whether to use cost centers and how they should be applied.

• Optionally, enable the setting that allows users to manually enter a free text input for the cost center, instead of selecting one from a predefined drop-down list.

Next, enable services on the Room(s) where these can be provided. Go to Settings > Meet and choose Rooms from the sidebar menu. Select one or more rooms and open their settings, navigate to the Booking of services available checkbox and enable it.

Create the service provider user role

A service provider needs to be assigned with a user role to access the GoBright portal. To do this, go to Settings > Users and select Roles from the sidebar menu. Click the blue ‘Add’ button in the top-right corner to create a new role called “Service Provider.” Then, choose the appropriate permissions for the role and save your changes.

You can customize different permissions for the Service provider based on your specific needs.

You can create multiple roles if you have different service providers and you want to control whether they can manage all service providers or just one.

If you choose the option that allows the users to manage a single service provider, you will then be able to select the specific service provider in the next field.

You can also configure permissions to allow the service provider to manage all service order statuses or limit to only manage orders with statuses “Open”, “Ready” and “Completed”.

The latter option is particularly useful in case you have an internal person responsible for initially reviewing and approving service order requests. Once approved, the service provider can proceed with managing the open orders.

Next, you can create new users for each service provider by going to Settings > Users and selecting Users from the sidebar menu. Be sure to assign the appropriate user role to each service provider, ensuring they can only access the relevant service-related options within the GoBright portal.