Serraview Onboarding Checklist
Use the checklist below to get your business up and running.
- Onboarding Prerequisite Decisions
- Use the prerequisite decisions list to ensure you have made decisions on the following areas before you commence the onboarding.
- #1 - Initial Integrations
- We have a collection of integrations that will make it easy to manage single sign-on, transfer of import files, and desk bookings with calendars.
- #2 - Buildings, Floors, and Floorplans
- Set up your buildings, floors, and floorplans.
- #3 - Allocation and Occupancy
- Using Serraview you can quickly set up seating charts to suit your business.
- #4 - Set up Meeting Rooms
- If you want your employees, to be able to book a meeting room from Engage then this can be configured.
- # 5 - Set up Parking
- If you want your employees, to be able to book a parking space from Engage then this can be configured.