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Adding and viewing space holds

Updated over 3 months ago

In some cases, a space may need to be held for a prospective client. A space hold prevents space from being added to a contract or reserved in a booking while it is on hold. Spaces that are available and are not in an active contract or booking, can be held up to thirty days from the current date the hold is added.

This article describes adding a space hold.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

Adding a space hold

  1. Select Spaces in the top menu and then Availability from the drop down.

  2. Locate the space in the grid and click the three dot additional options menu. Select Space Hold from the drop down.


    NOTE: The space must be in the Open and Available status for this option to appear.


  3. The Add Space Hold window appears. Complete the fields. See the end of this article for a screen reference.

  4. Click Add Hold.

  5. Kube updates the status of the space to On Hold.


    TIP: Hover over the paper image icon to see notes about the space hold.


Viewing a space hold

  1. Select Spaces in the top menu and then Availability from the drop down.

  2. Locate the space in the grid and click the three dot additional options menu. Select View Space Hold from the drop down.

  3. The Space Hold Details window appears.

    1. Click Edit to update the Hold Reason and/or the Hold Expiration fields. Click Update Hold.

    2. Click Remove Hold to cancel the space hold. Kube cancels the hold immediately.

    3. Click Cancel to close the window and return to the Space Availability Dashboard.

Adding a space hold screen reference

Company

Select the company the space is being held for.

Hold For Member

Select the member from the company the space is being held for or who is requesting the hold. Kube automatically selects the company's primary contact.

Hold Reason

Enter a reason for the hold for internal reference.

Hold Expiration

Select when the space hold expires. The date can be up to 30 days from the current date.

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