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Cheqroom Essentials
How To Guides
- How To: Use and Manage Custom Fields
- How To: Add, Import and Update Users
- How To: Manage User Roles and Permissions
- How To: Create and Manage Check-outs and Check-ins
- How to create User Groups and Item Groups
- How To: Use and Manage Spotchecks
- How To: Use and Manage Custody
- How To: Managing API Keys
- How To: Use and Manage Notifications
- How To: Create and Manage Reservations
- How To: Use and Manage Reports
- How To: Manage User Groups and Equipment Access
- How To: Add and Import Items
- How to configure Spotcheck
- How to Spotcheck Using the Web App
Managing Your Inventory
- How to: Configure and Use Categories
- Setting up a public equipment list
- Kits overview
- 🎥 Keeping track of equipment state with Flags
- Grouping Items together in Kits
- Navigating your public equipment list
- Adding extra fields to Items
- Tracking your assets
- Equipment maintenance, inspections and repair
- Use Custody for long term equipment lend-outs
- Advanced searching in Cheqroom
- Mark your items as fully or partially unavailable
- 🎥 Organizing bookings with colored labels
- Custom Fields: User Drop-down
- Best Practices for tracking Consumables in Cheqroom
- Best Practices for tracking Studio Spaces in Cheqroom
- Moving Items Between Workspaces
- Best Practices for Managing Bulk Items in Kits
- Consuming Bulk Items Within a Kit
Managing Users
- Setting up Equipment Access
- Tips for crafting your User Sync query with LDAP syntax
- Reservation restrictions with Equipment Access
- Configure how User Groups are managed for SSO
- Workflow for users with reservation-only permissions
- Manage Who Can Access Your Workspace
- How to Prepare Your Spreadsheet to Import Users in Bulk
- Sync remote users from ActiveDirectory or LDAP
- What happens to my existing users once I start to use the LDAP User Sync module?
- Adding Extra Fields to a User
- 🎥 User roles & permissions
- Restricting Users to Only Seeing a Part of the Inventory
- Integrating with your LDAP or Active Directory server
Workspace Administration
- Viewing and downloading your invoices
- Creating Custom PDF templates
- Date & Time Settings for Your Cheqroom Account
- Auto Clean Up of Reservations and Check-Outs
- Adding opening hours to your account
- Capacity Restrictions
- How To: Set up Locations in your Account
- Changing your Workspace Name
- Changing your Calendar Settings
- Clearing all data in your account
- Your Cheqroom Activity Report
- Add and edit your account currency
- Troubleshooting Credit Card Payments
- Closed days
- Updating your credit card or billing information
- End User License Agreement (EULA)
- Configuring Booking Restrictions on your account
- VAT FAQ
- Blocking Users
- Setting up SMS notifications
- Preventing Booking Conflicts
- How to create an Employee Agreement
- Adding a Picture to your User Profile
Reporting
- Reservation Report: Report by Label
- Reservation Report: Item Category
- Report: Items Current State
- Generate reports from Cheqroom
- Generating PDF Documents
- Item Report: Utilization in Check-outs
- Adding a unique QR code to your PDF Template
- Reservation Report: Report by Custom Field
- Item Report: Utilization in Reservations
Reservations, Check-Outs & Check-Ins
- Updating the Name of a Reservation or Check-Out
- Extending a Check-out
- Using a Reservation Checklist
- How to activate equipment picking
- 🎥 Adding custom fields to bookings
- Checking equipment in at another location
- Manual & Automated Closing of Reservations
- Using Equipment Picking
- Quick Check-in
- Making certain fields required when creating a Reservation or Check-out
Cheqroom Mobile App
Printing & Scanning Asset Labels
- Unable to add reference name for custom label
- Creating a new label sheet layout
- Installing Zebra Browser Print to work with Cheqroom
- Why is my scanned data displayed incorrectly in the app?
- Installing the DYMO Software
- Printing asset labels for your equipment
- 🎥 Troubleshooting DYMO printing problems
- How can I add my own barcodes into the system?
- Which DYMO label types are supported?
- 🎥 How to create custom DYMO label layouts
- Using a connected USB or Bluetooth scanner
- 🎥 Purchasing high-quality vinyl asset tags