Onboarding
A step-by-step guide for New Accounts to start using intheOffice advanced people scheduling, space management and visitor management software
Team Onboarding
A step-by-step guide to getting started with intheOffice software’s basics
Getting Started
DASHBOARD
This brief video runs through the first page of intheOffice, the Dashboard. Here is a snapshot of the week ahead and the place to add your daily statuses and check out your office’s capacity.
DASHBOARD - A snapshot of the selected office’s overall capacity, those people in the office and working from home, the capacity of the office today and tomorrow and your ‘statuses’ for the coming week.
SCHEDULE PAGE
The next tab down is the Scheduling page where you can see a visualisation of the day, week or multiple weeks ahead for the office or group you are part of.
SCHEDULE - A snapshot of the selected office’s colleagues or team members statuses for the selected time period. You can choose daily, a week-to-view or multiple weeks from the dropdown.
What are statuses?
STATUSES
We have used these simple icons to denote an individual’s whereabouts on a particular day. To change a Status, simply click on the icon repeatedly until the desired Status is shown.
The triple dots give you additional options to book hot-desks, group/area desks or meeting rooms and other Spaces your Admins have created in the software - anything from dog beds to car parking spaces.
How do I book a Desk or Space, such as an office?
VIDEO: Dashboard and Schedule Pages
There are two very simple ways to book hot desks or Spaces from within your instance, from your personal Dashboard using the triple dots next to the status icon. Or from the Schedule page and clicking on the date at the top of the screen.
On each occasion, the Spaces tab/window will open and all of the Plan (daily spaces) or Scheduler (timed spaces) that have been created in your instance can be booked.
This short screen video shows you both ways that you can book hot desks and Spaces.
NOTE: If on the day you’d like to book a desk you have a Status either WFH, not in or on location, the Booking button will not appear. Simply change your Status on the day in question to ITO and you’ll then be able to book desks or spaces.
Platform Screen Shots
From the Dashboard, clicking on the triple dots opens the Spaces window where desks and office etc can be booked.
Triple dots in the Status icon.
From the Schedule page, clicking on the date at the top of the screen opens the Spaces window and desks and offices can be booked here.
Booking link on the Schedule page.
Manage Visitors, Book a Desk or Space using the Kiosk option
There are two ways in which to use the Kiosk element within intheOffice software. The first is for visitor management at a virtual front desk and the second for adding devices outside office spaces to enable people to book time slots for meetings.
Your platform Admin will need to set these up in your instance.
Visitor Management & Registration
There are two ways in which to utilise our Kiosk system to help manage visitors at your office. Your Admin, using a link from Settings page, can preload a URL with a visitor registration page on a device at your virtual front desk. Your visitor then fills in a name and email address, hits next and the Host of the meeting will be alerted by email their guest has arrived.
Alternatively, a QR code can be placed at the location and visitors can use their smartphones to scan, fill in their details and the host will then be alerted by email.
Meeting Rooms
What intheOffice Kiosk function allows is to book an office room/space via a tablet/device located outside the meeting room/space. The booking is logged centrally within intheOffice so anyone else booking from within the software remotely will see the booking and will be unable to double book.
Please note: this option requires additional hardware to be set up at each location Kiosk will be used.
intheOffice walkthrough video
Online User Guide | Basic Navigation
View online or download our PDF version of our Basic Navigation User Guide to help you speed-up your intheOffice onboarding experience.