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✔️ Getting Started with Officely Checklist (Simple Desk Booking)
✔️ Getting Started with Officely Checklist (Simple Desk Booking)

Everything you need to know to get started with Officely's Simple Desk Booking Plan

Kristina Semcenko avatar
Written by Kristina Semcenko
Updated over a week ago

Here is everything you need to do to get Officely set up 🤩

Welcome to Officely!

Manage your office capacity with a tool your team will actually use! Follow the steps below to get started.

Step 1 - Setting up your office

Your Office is the location your employees will check in to when they book their desks.

Head to the Officely app then go to the following:

Officely Home

Click on Go to... and scroll down to All Settings

Here you can add additional office admins, add a floor plan and anything else that you'd like to add.

Add office emoji: This will allow you to distinguish offices from one another

Step 2 - Creating neighborhoods/desks

Now you're ready to create your office layout! Just click on Go to... and Neighborhoods & desks > Click Create > Now you're ready to create your office layout!

Step 3 - Creating office extras

This is a really fun step! If you have some office extras available such as lunches, snacks, or if you allow fluffy pets into the office, you can definitely add this to the Office Extras! Here is how to do that:

Head to the Officely App Home > Go to... > Bookable extras

Click on 'Add your own' to create new extras

Tip: You can make some extras only available on certain days of the week, with a specified or unlimited amount of items available.

Step 4 - Creating Office Announcements

Office announcements are great at communicating anything fun that might be happening in the office! They're also helpful if you have any notices that you might like to share with the team.

To create an announcement just head to: Officely App Home > Go to... > Announcements

Once you create an announcement you can choose if you'd like for it to broadcast to a channel of choice, if you choose to send it to a channel the announcement will look something like this:

It will also be pinned to the date that the announcement is for on Officely's Home Page

Step 5 - Setting up Find A Room

Find a room allows you and the team to book meeting rooms on the day. This helps to avoid any last-minute conflict and ensures real-time visibility of all the rooms available.

Follow this article here for a step-by-step guide on getting set up.

Step 6 - Synching your Slack Status

Synching your Slack status will ensure that you and your colleagues have easy visibility of who is working in which office.

To set it up follow these steps: Go to Officely App Home > Go to... > Your Preferences > Click on Sync Slack Status. You will then be taken through an approval flow.

Step 7 - Setting up your Routine

The Routines feature is helpful if you have set days that you go to the office. All you need to do is add them and Officely will book you into those dates so you don't have to.

To set it up just head to: Officely App Home > Go to... > All settings > Manage Routine and add your office days there.

Step 8 - Inviting Employees

After setting everything up you're finally ready to invite your colleagues to Officely! To invite them just head to: Officely App Home > Click on Add Employees and invite your team. You can either invite them individually or by selecting the general channel and inviting everyone at once.

To invite everybody from the company type in: general

To invite a team type in: marketing (or whichever channel you'd like to invite)

Lastly to invite an individual type in their name: kristinasemcenko

Step 9 - Checking Office Insights

After you've launched Officely and invited your teammates it's time to check out your Insights and get a better understanding of your Office Usage. You can also take a glance and check if anyone hasn't accepted their invitation and resend it to them.

If you have any questions, please don't hesitate to get in touch with the team!

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