EMS Desktop Client Configuration Guide

EMS is user-friendly room scheduling software designed to manage the meetings and events in your facility. Standard features to create, manage, and report on events, include the following:

• The Reservation Wizard room booking tool

• A graphical Reservation Book

• The Browser and month-at-a-glance Calendar Inquiry

• Numerous daily, sales, and statistical reports

Get instructions for IT and System Administrators to set up EMS Desktop Client:

• Starting EMS

• Overview of EMS Desktop Client Configuration

• Authentication Options for EMS Desktop Client

• EMS Main Window

• EMS Browser Window

• Configuration > Facilities

  • Introduction

  • Overview of Configuring Rooms

    • Configure Rooms

    • Room Configuration Wizard

    • Configure Room Pricing

    • Configure Override Rooms

    • Configure and Generate Room QR Codes

    • Import Rooms

    • Export Pricing Information for a Room

  • Configure Buildings

  • Configure Building Hours

    • Building Hours Wizard

  • Configure Areas

  • Configure Room Types

  • Configure Setup Types

  • Configure Features

  • Configure Floors

  • Configure Floor Plans

  • Configure Public Views

• Configuration > Resources

  • Categories, Resources, Services - What's the Difference?

  • Configure Resources for a Category

    • Resource Configuration Wizard

  • Import Resources for a Category

  • Define Resource Selections and Selection Items

  • Configure Services for a Category

  • Configure Groupings for a Resource

  • Define Production Areas and Production Items for a Catering Resource

  • Configure Pricing for a Resource in the Edit Pricing Window

  • Export Pricing Information for a Resource

• Configuration > Billing

  • Overview

  • Configure Rate Schedules

  • Configure Pricing Plans

  • Export Pricing Information for Billable Items (Rooms & Resources)

  • Configure Calculations

  • Configure Accounts

  • Configure Payment Types

  • Configure Sales Categories

  • Configure Billing References and PO Numbers

  • Establish Billing Reference and PO Behavior

  • Configure Currencies

• Configuration > Administration

  • Overview

  • Configure Categories

    • Enable Visitor Management

  • Configure Departments

  • Configure Statuses

  • Configure Notification Rules

    • Types of Notification Rules

  • Configure Group Notification Rules

  • Configure Check-in Notification Rules

  • Configure Room Card Formats

  • Configure Calendar Formats

  • Configure Reservation Wizard Templates

• Configuration > Other

  • Overview

  • Configure Event Types

  • Configure Group Types

  • Configure Reminder Types

  • Configure Comment Types

  • Configure Special Dates

  • Configure User-Defined Fields

  • Configure Reservation Sources

  • Configure Cancel Reasons

  • Configure Attachment Types

  • Configure Word Merge Documents

  • Configure Calendar Styles

• Configuration > Everyday User Applications

  • Overview

  • Configure Everyday Users

  • Licensing for Everyday Users

  • Emailing an Everyday User

  • Configure Groups and Contacts from an Everyday User

  • Assign Templates to Everyday Users

  • Configure Everyday User Process Templates

  • Configure Everyday User Security Templates

    • Assign Security Templates to Multiple Everyday Users

  • Configure EMS Web App Menus

  • Configure Intents

  • Configure Help Text

  • Configure Web Text

  • Configure Confirmation Behavior for Everyday User Applications

  • Create Templates for Desks and Workspaces

  • Everyday User Process Template Field Definitions

  • How Do I Allow Invitations on a Booking Template?

• Configuration > Kiosk

  • Overview

  • Configure Kiosk Profiles

  • Configure Kiosk Menus

• Configuration > Room Sign

  • Overview

  • Deregister Device

  • Global Settings

  • Profiles

• Configure Groups (Toolbar Icon)

  • Overview

  •  Configure Groups

    • Configure Additional Information for a Group

    • Edit Group Information

    • Import Groups

  • Configure Contacts

• System Administration > Settings

  • Overview

  • Edit System Parameters

  • Import Registration Information

  • Configure the Confirmation Email Subject Line

  • Reservation Wizard Required Fields

  • Configure Email Settings

  • Set Global Email Preference to SMTP and My Personal Email Preference to Outlook

• System Administration > Security

  • Introduction

  • Overview of User Processes

  • Configure Users

  • Configure User Templates

  • Configure Academic User Templates

  • Configure User Security for Multiple User Accounts

• System Administration > Tools

  • Overview

  • Change Group Wizard

  • Change Reservation Wizard

  • Room Administration Wizard

  • Manage Saved Reports

  • Override Existing Bookings Utility

  • Import Reservations Utility

  • View and Email Logged-In Users

  • Delete Old Data

  • Currency Configuration Wizard

  • Booking Move/Change Status Wizard

  • Video Display Interface

  • Migrate Data

• System Parameters

  • Overview

  • All Applications Parameters

  • EMS Desktop Client Parameters

  • EMS Everyday User Application Parameters

  • EMS Kiosk Parameters

• Import Files to Streamline Data Entry

  • Overview

  • Special Date Import File Specification

  • Room Import File Specification

  • Resource Import File Specification

  • Group Import File Specification

  • Reservation Import File Specification

  • Final Exam Schedule Import File Specification

• Video Conferencing

  • Video Conferencing

  • Configure Video Conferencing Capabilities

• Academic Import Utility

• Deployment of EMS Desktop Client

  • Overview

  • Decision Guide: Web Vs Conventional Deployment

  • Web Deployment

  • Conventional Deployment

  • Easy Deployment with Conventional Deployment

  • Enable SSL on Web Deployment

  • Troubleshooting