Office Booking Instructions

Booking Office Space in TeamUp

Office space is shrinking from seven rooms to four, so the four remaining offices need a system everyone follows. TeamUp gives you a shared calendar to claim a space the moment you know you need one. Booking takes under a minute once you've done it a couple times.

Office Booking Rules

  • Reserve a room only when you actually have a client scheduled there.
  • Leave "Repeating" off. Book each session individually.
  • Book no more than two weeks ahead.
  • Check weekly that what's booked still matches your actual client schedule.
  • Give up the room if the gap between appointments runs longer than an hour.
  • If a room is open and unbooked, you can stay in it between same-day appointments, though you still can't reserve it ahead of time.
  • A booking always wins. Anyone can use an open room, but has to clear out the moment the person who booked it arrives.

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1

Schedule a time once a week to check TeamUp

Align your in-person appointments with the available office space.

2

Open TeamUp.com and log in

Use the account credentials Adair gave you. You'll land on your dashboard. Click on the calendar called "Arrive Therapy" to open it.

Dashboard, clicking the Arrive Therapy calendar
3

Click on the calendar where you'd like to create an event

There's no separate "Add Event" button. Clicking the date and time you want on the calendar opens the event editor.

Blank calendar view Blank event pop-up after clicking the calendar
4

Pick the right office calendar

TeamUp lists each office as its own calendar. Choose the one for the room you want.

Selecting an office calendar
5

Name the event with your name and office number

Use the format "Your Name, Office 2" so anyone glancing at the calendar knows who's where.

Naming the event with therapist name and office number
6

Choose times that match your sessions

Give up the room if the gap between appointments runs longer than an hour.

7

Save the event

It'll now show up on the shared office calendar for everyone to see.

Saved event showing on the shared office calendar
8

Book only one to two weeks out

Anything further ahead makes it harder to keep the calendar accurate as schedules shift.

What happens after you book

Adair checks the calendar every Monday against JaneApp's in-person appointments. If a booked office slot doesn't match an actual in-person session, Adair will reach out and clear it. Keeping your TeamUp bookings current means you won't hear from Adair at all.