Event Planner
Summarize
Summary of Event Planner
The Event Planner application in ServiceNow Australia release enables organizations to efficiently manage and track reservations requested by employees or on their behalf. It provides a schedule view that displays daily reservations, allowing Reservation planners and viewers to review reservation details, reschedule, and manage bookings across campuses, buildings, and floors.
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Key Features
- Schedule View: Visualizes reservations with color-coded status, supports drag-and-drop to reschedule dates and times, and allows changes in reservation timing and location.
- Reservation Management: Manage single and recurring reservations created via Workplace Core applications, including cancellations and edits to attendees, purpose, and cost center.
- Location Directory Access: Direct access to the Location Directory portal from the Event Planner home and scheduled views to check reservation statuses and extra service needs.
- Reservation Details: View comprehensive reservation information including requester details, extra services requested, related cases and tasks, and invitees.
- Creation and Editing: Ability to create new reservations via the reservation portal and perform advanced edits on existing reservations.
Important Considerations
- Reservations created through external calendar providers require managing within those calendar systems; ensure Calendar component (sncalendar) version 23.2.0 or later is installed.
- Only reservations from Workplace Core applications can be managed; multi-location or group reservations require opening detailed views rather than scheduling view edits.
- Cancellation of a single occurrence in a recurring reservation should not delete the entire series; full cancellation must be done through the portal.
- Editing custom fields disables further reservation updates in the scheduled view.
Practical Benefits for ServiceNow Customers
ServiceNow customers using the Event Planner can streamline reservation management, improve visibility across multiple locations, efficiently handle changes through an intuitive drag-and-drop interface, and maintain detailed records for audit and service tracking. The integration with Workplace Core applications ensures centralized and consistent reservation handling, supporting organizational needs for space and event planning.
Manage reservations requested in your organization in a simple event planner. As a Reservation planner, check the current day's planned reservations and view the reservation details. The schedule view also enables you to reschedule a reservation to another date and time by easily dragging and dropping it to another time.
You can also access the Event planner as a Reservation planner and a Reservation viewer. The planner provides you with a detailed view of all the reservations requested by employees and also the reservations requested by you for yourself or on-behalf of others. Open and view the Location Directory portal from the Event Planner home page.
Ensure that you have installed the Calendar component (sn_calendar) of version 23.2.0 or later.
- Open and view the Location directory portal from the Scheduled view. For more information, see Open and view Location directory from Event Planner.
- You can only manage reservations that are created using Workplace Core applications.
- You can manage single and occurrence reservations.
- You can manage a multi-location or a group reservation only by opening the reservation details and not with the schedule view.
- As a reservation planner, you can perform the following actions:
- Drag a reservation to another date and time to reschedule.
- Change the reservation timings,
- Change the location of the reservation.
- Cancel a reservation
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Note:Cancelling a recurring reservation should only delete that particular occurrence and not the complete series. The complete recurring reservation can be cancelled from the portal.
- Open a reservation and make advanced changes and also add services
The Event planner workspace provides you with great options in tracking your reservations. For more information about the key features and its capabilities, refer to Workplace Central Event planner.
For more information about the Reservation planner role, refer to Components installed with Workplace Reservation Management