Setting up a Facility

Setting up a Facility

1. From the home screen, click on the Meeting Definition from the ribbon and choose Facility Setup.

2. Click on the option to Create New Facility.

3. The Choose Customer form will appear.  Search for the facility in the Personify database.  It is possible that a constituent record already exists for the facility that you want to setup.  Once all searching has been exhausted, you can use a candidate you have found or Create New Facility. 

Note: To create a new company constituent, please refer to the Constituent section of the Personify Training Resource.  If you do not have a Constituent Section, please contact Support.

4. Enter the number of Conference Rooms available at the facility.  Personify will only allow us to book sessions and events in the allowed number of rooms at the facilities.  For example, if you have 12 sessions/events occurring at once and the facility has a limit of 10, you cannot assign two sessions/events rooms for the meeting.
5. Check the Internal Scheduling box only if you plan to rent this facility internally within your own building.
6. Update the Contact ID to locate the contact associated with the contract for this facility.  It is not necessary to identify a contact, however it is recommended.
7. Enter the number of Hotel Rooms if needed.  To add a room type and description:
   1. Click on Add Room type.
   2. Enter the Room Type.  (i.e. Suite, Double, Single)
   3. Enter the Room Description.  (i.e. Double Non-Smoking, Executive Suite, Single Non-Smoking)
   4. Enter any comments if needed.

8. Save  the information after it’s entered.