Setting Up

Before starting to use Meeting Booker, there are a few administrative tasks to tailor the installation to your program. These include:

A few variables will be set by the MB team (at Parkview). These include:

• Subdomain name - all Meeting Booker clients are <subdomain>.meetingbooker. This needs to be set up right at the start of the installation process.
• Email contact - for the person in your team who will deal with queries
• Main user - the person who will be set up as the first manager level user in your team. This person will be able to subsequently add all other users (see Users)
• system or program name - the ’name’ of the sender of emails

Your contact in the MB team will help you set these up.

A few basic entries will need to be set up to enable the system to run. This may be a little as a single initial provider being the program team, and adding the team members as advisors.

Tags do not need to be used at all, but they are very effective is granting simple access rights to advisors for groups of founders.

Contact the MB team if you are unsure.

There are certain features which are usually disabled or set to default values upon first installation, to keep the onboarding process simple. However, they may be changed depending upon need - please discuss with the Meeting Booker team. These include features such as:

• Number of days of visibility forward and historic.
• Some limited vocabulary customisation is possible