Once your Meeting Hub application is configured and ready to take bookings before launching it to your customers, it's a good idea to test making and editing a booking. This is quick and easy to do, and will help you better support your customers.
To complete this testing, you will need to run two browser sessions simultaneously, so that you can be logged in as both an Admin User and a Basic User. Most modern web browsers do not allow you to have simultaneous sessions logged in with different users. To overcome this, you should use your browser's native 'private' browsing feature, e.g. in Google Chrome this is called 'Incognito'. You may need to consult your browser's method of opening a private session.
First, log in to your Admin User Account and set payment method to Invoice on the Organisation Settings, that way you won't have to enter credit card details for test bookings.
Now, open an Incognito Session in Google Chrome (or your web browser of choice)
Opening an Incognito Session in Google Chrome:
Opening a Private Session in Safari:
You will need a different email address to your registered Admin User email address within Meeting Hub. This can be a Gmail address or any other email address that you use. Email addresses MUST be unique per User Type (Admin, CSR, Basic).
To learn how to register, simply click on the button below to open the knowledge article about how to register as a Booker (Remember this must be a new email address as this should be unique to the User type (Basic, BC Admin, CSR):
To learn how to view, edit, reschedule and cancel bookings, simply click on the button below to open the knowledge article about the Booking List view and Action button. You can search for your booking using the Booking Reference number found on the Booking Confirmation.
IMPORTANT: Now you've completed testing, you can go back to your Organization Settings and reset the Payment Method to Credit Card (assuming that's how you are taking payment).
Meeting Hub is online booking software that seamlessly integrates into your website and your business. It saves you time and money by automating bookings and processing payments instantly.
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