Customizing the Client

There are several ways to personalize your experience in the Reserve Tufts Web Client (Note: Must be accessed via the Tufts VPN if you are not using a secure on-campus internet connection). Taking these steps can streamline the room booking and managing process. We’ll cover some of the more useful features here.

A View in Reserve Tufts is a collection of rooms. The rooms in a View do NOT have to be in the same building. In addition to using pre-made Views that are already in the system, Reserve Tufts allows you to create your own custom Views.

TIP: If you manage multiple rooms, organize them into a custom View (e.g. Rooms I Manage) so you can see them all at the same time when you are booking/managing spaces.

How to Create a View

1. Move your mouse over Settings in the top menu bar.

2. Select My Views.

My Views

3. Click New. The View window will appear. (You can also edit or delete existing Views from here.)

New View

4. Description – Provide a name for the View.

5. Notes – Provide additional information about the View.

Adding a description of a new View

6. Click the Rooms tab.

7. Use the arrow keys to select rooms by moving them to the right-hand column.

Adding Rooms to a View

8. Click OK when you are done.

Extra Information about Views

When you are in the View window, clicking on the Audit tab will bring up information about the history of the View.

View Audit tab

 

Web Client users can customize their preferences to streamline the process of booking and managing spaces.

How to Adjust Your Account Preferences

1. Move your mouse over Settings in the top menu bar.

Settings dropdown menu

2. Select Preferences. The Preferences window will appear with some tabs.

  • Preferences
    • Time Drop Down Interval – Determines the time intervals displayed when creating a new event (5, 10, 15, or 30 min).
Preferences Tab
  • SMTP Email Signature - Create an email signature to be placed at the end of your emails.
Email Signature tab
  • Defaults - Set default criteria (e.g. buildings, statuses, event types, etc.) for your space searches when you are creating new events. These can be changed later when you are searching for spaces.
Defaults Tab

3. Click OK to save your changes.

The Dashboard tool is mainly used for managing incoming requests from Everyday Users to use the space(s) that you manage. All new requests will appear as Tentative in the Dashboard.

How to Customize the Dashboard

1. Click on Dashboard in the top toolbar. The Dashboard window will open.

Dashboard button

2. Click Options toward the top right.

Dashboard Options Button

3. A window will open where you can select what appears in your Dashboard.

Dashboard Options

4. Click OK to save your changes.