Reading Room, Appointments & Activities

Front-desk operations: booking and confirming appointments, signing researchers in and out, seating them, and running activities for groups and classes. This is the work you do at the desk while researchers are in the building.

In this section

Appointments

• Appointment Calendar Views — the day, week, and month views staff work from
• Creating and Editing Appointments
• Cancelling Appointments
• Confirming Appointments
• Viewing Appointment Details and History
• Appointment Request Association — tying a researcher's requests to the visit they're for

At the reading room desk

• Signing In Users
• Signing Out Users
• Marking Users as Away — for a researcher who steps out mid-visit
• Assigning Seating and Locations
• Processing Requests from Signed-In Users

Activities

• Opening and Viewing Activities — the entry point to the Activities pages: creating and editing activity details, members and attendance, activity requests, cloning, exporting, notes, and deletion

Setting up a reading room is configuration work

The pages above are about using a reading room day to day. Creating the rooms themselves — their seats and named locations, open hours, closure exceptions, and per-status appointment policies — happens in the Customization Manager under Operations. See Configuring Reading Rooms to start there.